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
$10.5B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$25.2M
3
+$21.7M
4
AMZN icon
Amazon
AMZN
+$19M
5
META icon
Meta Platforms (Facebook)
META
+$13.3M

Top Sells

1
+$8.33M
2
+$5.02M
3
+$3.46M
4
AIZ icon
Assurant
AIZ
+$2.66M
5
HST icon
Host Hotels & Resorts
HST
+$2.62M

Sector Composition

1 Technology 33.89%
2 Financials 13.13%
3 Consumer Discretionary 10.55%
4 Communication Services 10.09%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MKL icon
351
Markel Group
MKL
$27B
$4.71M 0.04%
2,356
+152
HAL icon
352
Halliburton
HAL
$23.3B
$4.66M 0.04%
228,770
-236
CFG icon
353
Citizens Financial Group
CFG
$25B
$4.63M 0.04%
103,452
+7,185
MTD icon
354
Mettler-Toledo International
MTD
$28.3B
$4.61M 0.04%
3,927
-67
CMS icon
355
CMS Energy
CMS
$21.3B
$4.6M 0.04%
66,348
+3,625
LYV icon
356
Live Nation Entertainment
LYV
$32.1B
$4.58M 0.04%
30,243
+1,519
RS icon
357
Reliance Steel & Aluminium
RS
$15.4B
$4.55M 0.04%
14,508
-1,364
KHC icon
358
Kraft Heinz
KHC
$29.3B
$4.52M 0.04%
175,003
+8,828
TWLO icon
359
Twilio
TWLO
$21.1B
$4.51M 0.04%
36,287
+676
RF icon
360
Regions Financial
RF
$24.1B
$4.51M 0.04%
191,731
+11,449
BIIB icon
361
Biogen
BIIB
$25.2B
$4.49M 0.04%
35,752
+2,023
OXY icon
362
Occidental Petroleum
OXY
$40B
$4.48M 0.04%
106,730
+8,126
CINF icon
363
Cincinnati Financial
CINF
$25.8B
$4.48M 0.04%
30,096
+962
DOC icon
364
Healthpeak Properties
DOC
$11.4B
$4.43M 0.04%
253,166
-36,457
TDY icon
365
Teledyne Technologies
TDY
$23.8B
$4.43M 0.04%
8,642
+410
PODD icon
366
Insulet
PODD
$20.3B
$4.43M 0.04%
14,085
+1,003
CPAY icon
367
Corpay
CPAY
$21.9B
$4.41M 0.04%
13,278
+846
LH icon
368
Labcorp
LH
$21.4B
$4.38M 0.04%
16,682
+823
TPL icon
369
Texas Pacific Land
TPL
$18.9B
$4.38M 0.04%
4,143
+661
CPT icon
370
Camden Property Trust
CPT
$11.2B
$4.37M 0.04%
38,800
-4,321
REG icon
371
Regency Centers
REG
$12.3B
$4.34M 0.04%
60,997
-4,273
IP icon
372
International Paper
IP
$20.4B
$4.27M 0.04%
91,250
+8,573
LHX icon
373
L3Harris
LHX
$52.9B
$4.25M 0.04%
16,942
+1,037
ARE icon
374
Alexandria Real Estate Equities
ARE
$8.22B
$4.24M 0.04%
58,394
-5,625
NVR icon
375
NVR
NVR
$20.6B
$4.23M 0.04%
573
+33
13 14
15
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