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
426
$3.23M 0.04%
21,749
-969
427
$3.22M 0.03%
30,598
428
$3.2M 0.03%
28,770
+948
429
$3.2M 0.03%
46,369
-13,752
430
$3.18M 0.03%
207,087
431
$3.17M 0.03%
6,965
432
$3.15M 0.03%
45,344
433
$3.15M 0.03%
5,620
-159
434
$3.14M 0.03%
34,895
435
$3.14M 0.03%
77,138
436
$3.12M 0.03%
6,979
-175
437
$3.11M 0.03%
8,411
-192
438
$3.11M 0.03%
37,197
-2,085
439
$3.1M 0.03%
42,303
+1,762
440
$3.09M 0.03%
11,606
-55
441
$3.07M 0.03%
25,797
-1,786
442
$3.03M 0.03%
114,092
-3,593
443
$2.95M 0.03%
35,543
+435
444
$2.94M 0.03%
74,285
-15,549
445
$2.92M 0.03%
31,811
-1,915
446
$2.91M 0.03%
8,646
-475
447
$2.88M 0.03%
12,853
-256
448
$2.87M 0.03%
6,244
449
$2.87M 0.03%
14,476
-2,474
450
$2.86M 0.03%
54,959
16 17
18
19 20