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
426
$639K 0.04%
6,983
+639
427
$636K 0.04%
11,223
+686
428
$636K 0.04%
4,192
+431
429
$635K 0.04%
19,152
430
$630K 0.04%
17,771
431
$630K 0.04%
5,577
432
$630K 0.04%
35,014
+8,891
433
$628K 0.04%
7,387
+619
434
$625K 0.04%
22,033
+1,503
435
$624K 0.04%
6,277
+597
436
$624K 0.04%
3,981
+333
437
$621K 0.04%
24,735
+6,115
438
$621K 0.04%
6,579
439
$617K 0.04%
20,734
-20,204
440
$616K 0.04%
6,457
441
$616K 0.04%
13,072
+2,320
442
$615K 0.04%
24,199
-637
443
$614K 0.04%
222
+20
444
$611K 0.04%
14,597
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445
$610K 0.04%
20,901
446
$607K 0.04%
20,384
447
$607K 0.04%
9,761
-278
448
$605K 0.04%
8,075
449
$604K 0.04%
3,861
+800
450
$604K 0.04%
8,194
+2,653
16 17
18
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