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
$9.84B
AUM Growth
-$584M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$2.9M
3
+$2.85M
4
NLY icon
Annaly Capital Management
NLY
+$936K
5
HAL icon
Halliburton
HAL
+$895K

Top Sells

1
+$57.8M
2
+$50.6M
3
+$34M
4
AMZN icon
Amazon
AMZN
+$33.2M
5
META icon
Meta Platforms (Facebook)
META
+$22M

Sector Composition

1 Technology 32.43%
2 Financials 12.29%
3 Consumer Discretionary 11.19%
4 Healthcare 9.93%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.29M 0.03%
45,344
-3,082
427
$3.29M 0.03%
6,943
-413
428
$3.29M 0.03%
61,132
+401
429
$3.29M 0.03%
43,394
-5,457
430
$3.27M 0.03%
262,484
-15,674
431
$3.26M 0.03%
89,834
-3,462
432
$3.26M 0.03%
22,822
-2,743
433
$3.24M 0.03%
30,335
+2,691
434
$3.24M 0.03%
57,644
-6,066
435
$3.23M 0.03%
34,895
-2,387
436
$3.23M 0.03%
87,882
-3,504
437
$3.22M 0.03%
117,685
-7,357
438
$3.22M 0.03%
15,317
-4,616
439
$3.22M 0.03%
27,583
-2,319
440
$3.22M 0.03%
11,898
-1,303
441
$3.2M 0.03%
110,251
-9,486
442
$3.15M 0.03%
20,855
-1,505
443
$3.13M 0.03%
53,478
-3,827
444
$3.1M 0.03%
34,489
-3,060
445
$3.1M 0.03%
9,121
+144
446
$3.08M 0.03%
41,079
-3,026
447
$3.08M 0.03%
13,227
-1,098
448
$3.04M 0.03%
40,156
-3,575
449
$3.04M 0.03%
40,541
-7,499
450
$3.03M 0.03%
54,959
-6,987
16 17
18
19 20