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
$2.38B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.5M
3
+$12.4M
4
META icon
Meta Platforms (Facebook)
META
+$5.77M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.96M

Top Sells

1
+$1.85M
2
+$993K
3
+$642K
4
TDG icon
TransDigm Group
TDG
+$425K
5
DINO icon
HF Sinclair
DINO
+$299K

Sector Composition

1 Technology 26.17%
2 Healthcare 14.06%
3 Financials 12.26%
4 Consumer Discretionary 12.22%
5 Communication Services 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.29M 0.05%
7,499
+1,011
327
$1.29M 0.05%
45,924
+4,596
328
$1.28M 0.05%
3,774
+252
329
$1.28M 0.05%
30,573
+2,078
330
$1.27M 0.05%
11,120
+1,177
331
$1.27M 0.05%
15,115
+2,091
332
$1.27M 0.05%
23,037
+1,762
333
$1.27M 0.05%
16,291
+1,029
334
$1.27M 0.05%
5,369
+823
335
$1.27M 0.05%
4,067
+272
336
$1.26M 0.05%
5,767
+499
337
$1.26M 0.05%
59,222
+6,233
338
$1.26M 0.05%
26,797
+1,893
339
$1.26M 0.05%
8,805
+345
340
$1.25M 0.05%
13,574
+1,304
341
$1.25M 0.05%
9,446
+689
342
$1.25M 0.05%
44,547
+3,061
343
$1.22M 0.05%
2,574
-894
344
$1.22M 0.05%
11,948
+1,116
345
$1.22M 0.05%
5,175
+243
346
$1.2M 0.05%
31,249
+3,493
347
$1.2M 0.05%
9,269
+805
348
$1.19M 0.05%
43,855
+6,951
349
$1.19M 0.05%
12,255
+718
350
$1.19M 0.05%
11,690
+1,854
12 13
14
15 16