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
351
$1M 0.05%
11,850
-1,838
352
$998K 0.05%
20,674
-7,142
353
$996K 0.05%
29,843
-8,253
354
$994K 0.05%
11,431
-2,962
355
$990K 0.05%
10,951
-3,405
356
$984K 0.05%
8,582
-3,539
357
$977K 0.05%
9,813
-1,192
358
$971K 0.05%
3,855
-1,086
359
$967K 0.05%
1,048
-348
360
$965K 0.05%
9,686
-2,443
361
$965K 0.05%
17,086
-4,104
362
$964K 0.05%
41,328
-14,193
363
$961K 0.05%
12,636
-3,742
364
$957K 0.05%
4,862
-1,829
365
$952K 0.05%
97,892
-36,241
366
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7,015
-3,150
367
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10,294
-3,271
368
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7,790
-4,643
369
$947K 0.05%
12,916
-6,225
370
$942K 0.05%
10,832
-3,336
371
$936K 0.05%
8,464
-4,184
372
$925K 0.05%
27,756
-13,338
373
$916K 0.05%
4,636
-808
374
$914K 0.05%
31,893
-10,352
375
$914K 0.05%
5,902
-3,768
13 14
15
16 17