II

IFM Investors Portfolio holdings

AUM $11.4B
1-Year Est. Return 27.82%
This Quarter Est. Return
1 Year Est. Return
+27.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.25M
3
+$3.99M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
CSL icon
Carlisle Companies
CSL
+$2.74M

Top Sells

1
+$1.81M
2
+$698K
3
+$375K
4
CVX icon
Chevron
CVX
+$296K
5
CVNA icon
Carvana
CVNA
+$243K

Sector Composition

1 Technology 24.56%
2 Healthcare 14.69%
3 Financials 12.39%
4 Consumer Discretionary 11.46%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.34M 0.06%
50,162
327
$3.33M 0.06%
89,435
328
$3.28M 0.06%
57,854
+2,060
329
$3.28M 0.06%
13,314
+526
330
$3.27M 0.06%
95,267
-1,158
331
$3.26M 0.06%
21,032
+1,959
332
$3.25M 0.06%
14,658
+907
333
$3.25M 0.06%
39,916
+277
334
$3.23M 0.06%
244,746
+1,918
335
$3.2M 0.06%
49,596
+5,188
336
$3.15M 0.06%
43,659
337
$3.13M 0.06%
46,880
338
$3.1M 0.06%
14,195
+575
339
$3.09M 0.06%
31,236
+1,247
340
$3.08M 0.06%
153,608
341
$3.08M 0.06%
28,227
342
$3.06M 0.06%
63,280
+1,286
343
$3.05M 0.06%
42,693
344
$3.04M 0.06%
42,631
345
$3.02M 0.05%
75,107
+3,410
346
$3.01M 0.05%
35,213
347
$3M 0.05%
62,278
+4,082
348
$3M 0.05%
22,172
+1,151
349
$2.99M 0.05%
35,324
+1,612
350
$2.99M 0.05%
9,072
+667
12 13
14
15 16