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
$5.95B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.7M
3
+$4.66M
4
PLD icon
Prologis
PLD
+$3.97M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.71M

Top Sells

1
+$9.6M
2
+$9.16M
3
+$7.04M
4
DUK icon
Duke Energy
DUK
+$5.43M
5
SO icon
Southern Company
SO
+$5.31M

Sector Composition

1 Technology 24.34%
2 Healthcare 15.97%
3 Financials 13.39%
4 Consumer Discretionary 9.77%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.39M 0.04%
+38,149
427
$2.36M 0.04%
5,876
428
$2.35M 0.04%
19,601
+1,556
429
$2.35M 0.04%
47,108
430
$2.33M 0.04%
27,682
431
$2.33M 0.04%
49,949
-866
432
$2.33M 0.04%
26,626
+1,500
433
$2.32M 0.04%
12,643
+600
434
$2.32M 0.04%
8,022
+611
435
$2.32M 0.04%
7,184
+897
436
$2.31M 0.04%
+9,836
437
$2.3M 0.04%
9,763
438
$2.29M 0.04%
11,646
+296
439
$2.27M 0.04%
6,849
+226
440
$2.27M 0.04%
68,043
441
$2.26M 0.04%
+25,252
442
$2.25M 0.04%
25,632
443
$2.24M 0.04%
8,751
+94
444
$2.23M 0.04%
25,954
+322
445
$2.2M 0.04%
+43,385
446
$2.18M 0.04%
135,649
+7,100
447
$2.17M 0.04%
28,897
448
$2.16M 0.04%
6,227
+300
449
$2.15M 0.04%
67,125
450
$2.12M 0.04%
12,103
16 17
18
19 20