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
$9.23B
AUM Growth
-$612M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.71M
3
+$3.5M
4
MSTR icon
Strategy Inc
MSTR
+$2.5M
5
SCHW icon
Charles Schwab
SCHW
+$1.77M

Top Sells

1
+$6.59M
2
+$6.34M
3
+$6.19M
4
DUK icon
Duke Energy
DUK
+$5.81M
5
AMT icon
American Tower
AMT
+$5.67M

Sector Composition

1 Technology 30.27%
2 Financials 13.41%
3 Healthcare 11.15%
4 Consumer Discretionary 10.4%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.53M 0.04%
173,932
-9,377
402
$3.53M 0.04%
180,751
+7,536
403
$3.53M 0.04%
22,310
-753
404
$3.52M 0.04%
47,769
405
$3.5M 0.04%
+24,734
406
$3.49M 0.04%
35,611
-1,080
407
$3.44M 0.04%
28,584
+1,623
408
$3.44M 0.04%
13,082
409
$3.42M 0.04%
98,060
-3,125
410
$3.42M 0.04%
99,793
-3,292
411
$3.41M 0.04%
18,818
+210
412
$3.4M 0.04%
23,114
413
$3.4M 0.04%
48,745
+2,159
414
$3.4M 0.04%
6,688
-255
415
$3.38M 0.04%
45,879
-1,028
416
$3.33M 0.04%
15,905
+588
417
$3.31M 0.04%
39,915
-1,247
418
$3.3M 0.04%
26,409
-11,526
419
$3.3M 0.04%
68,787
420
$3.3M 0.04%
51,242
-15,824
421
$3.29M 0.04%
27,776
+1,740
422
$3.28M 0.04%
38,938
423
$3.27M 0.04%
52,969
+2,884
424
$3.26M 0.04%
95,151
425
$3.24M 0.04%
8,846
15 16
17
18 19