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
$396M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$3.66M
3
+$2.71M
4
META icon
Meta Platforms (Facebook)
META
+$2.59M
5
XOM icon
Exxon Mobil
XOM
+$2.57M

Top Sells

1
+$364K
2
+$286K
3
+$283K
4
LLTC
Linear Technology Corp
LLTC
+$254K

Sector Composition

1 Financials 16.34%
2 Technology 15.55%
3 Healthcare 13.84%
4 Communication Services 10.92%
5 Industrials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$235K 0.06%
+3,259
402
$234K 0.06%
+2,954
403
$233K 0.06%
+3,135
404
$233K 0.06%
+4,583
405
$229K 0.06%
+6,416
406
$229K 0.06%
+3,825
407
$226K 0.06%
+4,787
408
$224K 0.06%
+2,240
409
$223K 0.06%
+9,473
410
$223K 0.06%
+4,176
411
$220K 0.06%
+4,787
412
$218K 0.06%
+8,183
413
$217K 0.05%
+5,902
414
$213K 0.05%
+2,750
415
$213K 0.05%
+2,546
416
$213K 0.05%
+4,889
417
$212K 0.05%
+3,768
418
$212K 0.05%
+4,380
419
$212K 0.05%
+2,546
420
$211K 0.05%
+4,176
421
$211K 0.05%
+8,250
422
$210K 0.05%
+2,529
423
$209K 0.05%
+2,438
424
$209K 0.05%
+3,055
425
$207K 0.05%
+11,425
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