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
376
$2.53M 0.05%
158,063
377
$2.53M 0.05%
77,424
378
$2.52M 0.05%
111,396
379
$2.52M 0.05%
20,922
+320
380
$2.46M 0.04%
74,917
+14,583
381
$2.46M 0.04%
87,106
382
$2.45M 0.04%
4,667
-117
383
$2.45M 0.04%
37,108
+408
384
$2.44M 0.04%
18,998
385
$2.44M 0.04%
27,905
386
$2.44M 0.04%
27,586
387
$2.42M 0.04%
21,332
-537
388
$2.4M 0.04%
25,632
389
$2.37M 0.04%
50,815
390
$2.37M 0.04%
2,181
391
$2.36M 0.04%
22,328
392
$2.35M 0.04%
57,777
393
$2.35M 0.04%
42,520
+437
394
$2.35M 0.04%
11,766
395
$2.35M 0.04%
5,876
396
$2.35M 0.04%
17,091
397
$2.32M 0.04%
64,797
398
$2.31M 0.04%
38,106
+1,791
399
$2.29M 0.04%
33,497
+205
400
$2.27M 0.04%
13,832
+808
14 15
16
17 18