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
426
$206K 0.05%
+212
427
$206K 0.05%
+3,565
428
$205K 0.05%
+10,932
429
$205K 0.05%
+5,906
430
$204K 0.05%
+4,176
431
$203K 0.05%
+2,233
432
$202K 0.05%
+3,157
433
$190K 0.05%
+14,652
434
$184K 0.05%
+12,325
435
$176K 0.04%
+11,561
436
$165K 0.04%
+19,005
437
$148K 0.04%
+3,541
438
$131K 0.03%
+14,915
439
$103K 0.03%
+1,212
440
$42K 0.01%
+1,318
441
– –
-3,564
442
– –
-8,854
443
– –
-4,075
444
– –
-3,726
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