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
$1.56B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.36M
3
+$5.23M
4
DIS icon
Walt Disney
DIS
+$3.42M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Top Sells

1
+$2.86M
2
+$1.29M
3
+$713K
4
DELL icon
Dell
DELL
+$601K
5
SCG
Scana
SCG
+$379K

Sector Composition

1 Technology 18.96%
2 Financials 14.93%
3 Healthcare 14.12%
4 Consumer Discretionary 10.54%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$823K 0.05%
54,328
+6,380
377
$821K 0.05%
10,823
-249
378
$819K 0.05%
20,840
+648
379
$812K 0.05%
7,694
+984
380
$811K 0.05%
41,495
+4,935
381
$808K 0.05%
2,994
+205
382
$807K 0.05%
6,957
+359
383
$804K 0.05%
10,481
+725
384
$801K 0.05%
14,575
+2,746
385
$801K 0.05%
17,254
+706
386
$797K 0.05%
11,596
+1,392
387
$795K 0.05%
15,700
+1,502
388
$794K 0.05%
5,601
389
$791K 0.05%
13,263
+2,332
390
$790K 0.05%
28,733
+1,291
391
$786K 0.05%
5,877
+720
392
$779K 0.05%
9,795
393
$779K 0.05%
13,277
-302
394
$778K 0.05%
43,047
-1,248
395
$772K 0.05%
25,254
+2,301
396
$766K 0.05%
6,418
+823
397
$760K 0.05%
4,459
+361
398
$758K 0.05%
2,655
+170
399
$755K 0.05%
18,683
+2,985
400
$749K 0.05%
3,370
+142
14 15
16
17 18