II

IFM Investors Portfolio holdings

AUM $11.4B
1-Year Est. Return 27.83%
This Quarter Est. Return
1 Year Est. Return
+27.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.36M
3
+$5.23M
4
DIS icon
Walt Disney
DIS
+$3.42M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Top Sells

1
+$2.86M
2
+$1.29M
3
+$713K
4
DELL icon
Dell
DELL
+$601K
5
SCG
Scana
SCG
+$379K

Sector Composition

1 Technology 18.96%
2 Financials 14.93%
3 Healthcare 14.12%
4 Consumer Discretionary 10.54%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$998K 0.06%
3,318
+488
327
$987K 0.06%
8,295
+1,236
328
$987K 0.06%
7,509
+1,195
329
$986K 0.06%
42,907
+6,678
330
$985K 0.06%
12,609
+1,258
331
$983K 0.06%
18,484
+1,969
332
$977K 0.06%
20,561
+3,219
333
$976K 0.06%
8,237
+1,330
334
$975K 0.06%
5,404
+1,079
335
$975K 0.06%
16,800
+992
336
$974K 0.06%
20,227
+2,195
337
$967K 0.06%
5,294
+548
338
$959K 0.06%
11,166
+1,737
339
$958K 0.06%
9,217
+609
340
$955K 0.06%
9,372
+1,467
341
$950K 0.06%
9,635
+1,456
342
$948K 0.06%
10,102
+1,043
343
$945K 0.06%
29,936
344
$945K 0.06%
21,115
+4,307
345
$930K 0.06%
934
+105
346
$930K 0.06%
20,447
+2,613
347
$927K 0.06%
26,737
+4,497
348
$921K 0.06%
33,223
+5,714
349
$921K 0.06%
72,626
+5,383
350
$915K 0.06%
25,177
+2,540
12 13
14
15 16