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
$1.94B
AUM Growth
-$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.73M
3
+$1.37M
4
CARR icon
Carrier Global
CARR
+$1.36M
5
MRNA icon
Moderna
MRNA
+$1.3M

Top Sells

1
+$47.2M
2
+$40.9M
3
+$31.5M
4
META icon
Meta Platforms (Facebook)
META
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12M

Sector Composition

1 Technology 25.3%
2 Healthcare 14.6%
3 Financials 12.87%
4 Consumer Discretionary 11.21%
5 Communication Services 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.1M 0.06%
8,757
-2,448
327
$1.1M 0.06%
12,270
-5,472
328
$1.09M 0.06%
19,149
-6,458
329
$1.08M 0.06%
87,275
-47,562
330
$1.07M 0.06%
15,136
-6,032
331
$1.07M 0.05%
21,275
-10,359
332
$1.07M 0.05%
32,087
-8,898
333
$1.05M 0.05%
3,359
-1,660
334
$1.05M 0.05%
8,460
-1,212
335
$1.04M 0.05%
2,824
-1,517
336
$1.04M 0.05%
28,495
-7,983
337
$1.04M 0.05%
19,988
-10,163
338
$1.04M 0.05%
26,862
-10,910
339
$1.02M 0.05%
52,989
-23,761
340
$1.02M 0.05%
25,656
-8,043
341
$1.02M 0.05%
4,932
-1,565
342
$1.02M 0.05%
6,820
-3,419
343
$1.02M 0.05%
36,904
-10,662
344
$1.01M 0.05%
9,749
-2,444
345
$1.01M 0.05%
10,476
-4,583
346
$1.01M 0.05%
2,900
-1,758
347
$1.01M 0.05%
3,931
-985
348
$1M 0.05%
+5,268
349
$1M 0.05%
28,362
-9,724
350
$1M 0.05%
5,444
-2,030
12 13
14
15 16