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
401
$747K 0.05%
21,269
+2,789
402
$745K 0.05%
9,703
-205
403
$744K 0.05%
10,379
404
$741K 0.05%
7,151
+561
405
$740K 0.05%
+31,502
406
$739K 0.05%
17,407
+1,405
407
$734K 0.05%
14,804
+1,271
408
$726K 0.05%
10,761
+828
409
$720K 0.05%
5,593
+404
410
$713K 0.05%
59,492
+3,740
411
$702K 0.05%
28,374
412
$697K 0.04%
26,699
413
$689K 0.04%
7,926
414
$686K 0.04%
23,951
415
$681K 0.04%
17,746
+2,480
416
$672K 0.04%
25,383
+3,590
417
$663K 0.04%
2,570
+204
418
$662K 0.04%
7,213
+1,367
419
$661K 0.04%
23,539
+3,205
420
$658K 0.04%
9,757
+1,981
421
$656K 0.04%
8,641
422
$651K 0.04%
20,046
+2,307
423
$649K 0.04%
24,378
+1,884
424
$647K 0.04%
4,867
+792
425
$645K 0.04%
12,039
15 16
17
18 19