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
$1.94B
AUM Growth
-$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.73M
3
+$1.37M
4
CARR icon
Carrier Global
CARR
+$1.36M
5
MRNA icon
Moderna
MRNA
+$1.3M

Top Sells

1
+$47.2M
2
+$40.9M
3
+$31.5M
4
META icon
Meta Platforms (Facebook)
META
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12M

Sector Composition

1 Technology 25.3%
2 Healthcare 14.6%
3 Financials 12.87%
4 Consumer Discretionary 11.21%
5 Communication Services 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$697K 0.04%
9,301
-3,085
452
$690K 0.04%
31,898
-14,776
453
$682K 0.04%
68,027
-29,544
454
$675K 0.03%
19,843
-6,654
455
$673K 0.03%
74,492
-33,688
456
$672K 0.03%
10,511
-4,255
457
$672K 0.03%
12,290
-5,779
458
$660K 0.03%
+7,589
459
$660K 0.03%
10,127
-2,015
460
$658K 0.03%
6,594
-3,806
461
$654K 0.03%
24,933
-9,724
462
$650K 0.03%
18,951
-8,169
463
$635K 0.03%
5,729
-3,224
464
$632K 0.03%
8,125
-3,146
465
$631K 0.03%
10,806
-5,729
466
$627K 0.03%
18,159
-6,865
467
$627K 0.03%
4,493
-1,869
468
$626K 0.03%
21,232
-17,564
469
$626K 0.03%
8,987
-5,091
470
$626K 0.03%
+12,543
471
$624K 0.03%
29,092
-8,273
472
$621K 0.03%
6,810
-3,602
473
$620K 0.03%
13,520
-5,623
474
$618K 0.03%
23,056
-8,054
475
$614K 0.03%
10,459
-6,634
17 18
19
20 21