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
351
$2.98M 0.05%
64,123
+2,075
352
$2.9M 0.05%
44,408
353
$2.88M 0.05%
114,508
+173
354
$2.88M 0.05%
7,920
+251
355
$2.88M 0.05%
63,173
356
$2.82M 0.05%
65,220
-2,715
357
$2.8M 0.05%
234,073
358
$2.8M 0.05%
39,527
359
$2.78M 0.05%
23,846
+1,735
360
$2.78M 0.05%
37,766
+2,058
361
$2.77M 0.05%
8,195
362
$2.74M 0.05%
+9,763
363
$2.74M 0.05%
56,639
364
$2.74M 0.05%
15,749
365
$2.72M 0.05%
13,133
-250
366
$2.71M 0.05%
11,185
367
$2.71M 0.05%
10,049
368
$2.71M 0.05%
119,893
369
$2.68M 0.05%
11,677
+456
370
$2.67M 0.05%
+60,276
371
$2.63M 0.05%
20,838
372
$2.6M 0.05%
62,378
+7,126
373
$2.58M 0.05%
41,706
374
$2.55M 0.05%
59,309
+4,263
375
$2.55M 0.05%
20,767
13 14
15
16 17