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
376
$912K 0.05%
32,770
-2,269
377
$901K 0.05%
40,660
-21,362
378
$889K 0.05%
2,706
-703
379
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+2,120
380
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4,546
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381
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67,216
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382
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14,779
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383
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-8,717
384
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385
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2,787
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386
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66,586
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396
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13,024
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397
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12,047
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398
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5,633
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399
$839K 0.04%
4,652
-2,462
400
$836K 0.04%
20,120
-9,197
14 15
16
17 18