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
$11.4B
AUM Growth
+$870M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$93M
2
+$9.08M
3
+$5.87M
4
PDD icon
Pinduoduo
PDD
+$5.75M
5
TPR icon
Tapestry
TPR
+$4.59M

Top Sells

1
+$8.92M
2
+$4.85M
3
+$3.3M
4
JNPR
Juniper Networks
JNPR
+$3.09M
5
META icon
Meta Platforms (Facebook)
META
+$2.75M

Sector Composition

1 Technology 34.67%
2 Financials 12.66%
3 Consumer Discretionary 10.68%
4 Communication Services 10.66%
5 Healthcare 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ULTA icon
351
Ulta Beauty
ULTA
$26.2B
$4.85M 0.04%
8,779
DOC icon
352
Healthpeak Properties
DOC
$11.6B
$4.84M 0.04%
255,395
+2,229
NTRS icon
353
Northern Trust
NTRS
$26.4B
$4.83M 0.04%
36,256
-2,110
RF icon
354
Regions Financial
RF
$24B
$4.78M 0.04%
179,359
-12,372
CMS icon
355
CMS Energy
CMS
$21.5B
$4.76M 0.04%
66,273
-75
VRSN icon
356
VeriSign
VRSN
$22.4B
$4.75M 0.04%
16,710
+84
CINF icon
357
Cincinnati Financial
CINF
$26.1B
$4.75M 0.04%
30,286
+190
MTD icon
358
Mettler-Toledo International
MTD
$28.9B
$4.73M 0.04%
3,927
CHTR icon
359
Charter Communications
CHTR
$27.1B
$4.7M 0.04%
17,203
-885
EXPE icon
360
Expedia Group
EXPE
$34.7B
$4.7M 0.04%
21,095
-1,019
DVN icon
361
Devon Energy
DVN
$22.7B
$4.69M 0.04%
126,828
+8,553
EQH icon
362
Equitable Holdings
EQH
$13.8B
$4.68M 0.04%
89,385
LH icon
363
Labcorp
LH
$21.8B
$4.68M 0.04%
16,682
PODD icon
364
Insulet
PODD
$20.5B
$4.68M 0.04%
14,720
+635
KHC icon
365
Kraft Heinz
KHC
$29B
$4.6M 0.04%
176,588
+1,585
TPR icon
366
Tapestry
TPR
$25.3B
$4.59M 0.04%
+42,110
DOV icon
367
Dover
DOV
$27.6B
$4.58M 0.04%
27,293
DRI icon
368
Darden Restaurants
DRI
$21.7B
$4.57M 0.04%
24,267
+947
MKL icon
369
Markel Group
MKL
$27.2B
$4.54M 0.04%
2,371
+15
FSLR icon
370
First Solar
FSLR
$27.5B
$4.53M 0.04%
20,573
-2,095
AMH icon
371
American Homes 4 Rent
AMH
$11.7B
$4.51M 0.04%
138,131
+841
DG icon
372
Dollar General
DG
$29.3B
$4.48M 0.04%
43,844
SMCI icon
373
Super Micro Computer
SMCI
$18.7B
$4.47M 0.04%
97,542
RPM icon
374
RPM International
RPM
$13.7B
$4.46M 0.04%
38,139
DGX icon
375
Quest Diagnostics
DGX
$20.5B
$4.46M 0.04%
23,581
+170
13 14
15
16 17