II

IFM Investors Portfolio holdings

AUM $11.4B
1-Year Est. Return 27.82%
This Quarter Est. Return
1 Year Est. Return
+27.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.25M
3
+$3.99M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
CSL icon
Carlisle Companies
CSL
+$2.74M

Top Sells

1
+$1.81M
2
+$698K
3
+$375K
4
CVX icon
Chevron
CVX
+$296K
5
CVNA icon
Carvana
CVNA
+$243K

Sector Composition

1 Technology 24.56%
2 Healthcare 14.69%
3 Financials 12.39%
4 Consumer Discretionary 11.46%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.94M 0.04%
19,417
452
$1.94M 0.04%
7,903
+510
453
$1.94M 0.04%
34,223
454
$1.93M 0.04%
27,926
455
$1.93M 0.04%
25,632
+754
456
$1.93M 0.04%
82,648
457
$1.93M 0.04%
6,052
458
$1.92M 0.03%
4,653
459
$1.89M 0.03%
26,675
460
$1.89M 0.03%
18,045
461
$1.89M 0.03%
25,126
462
$1.88M 0.03%
63,302
463
$1.87M 0.03%
17,582
-239
464
$1.86M 0.03%
31,884
465
$1.86M 0.03%
75,447
+678
466
$1.85M 0.03%
59,930
467
$1.84M 0.03%
5,927
468
$1.83M 0.03%
24,861
469
$1.83M 0.03%
16,281
+1,306
470
$1.79M 0.03%
22,080
+1,062
471
$1.79M 0.03%
8,885
472
$1.78M 0.03%
29,927
473
$1.78M 0.03%
42,733
474
$1.78M 0.03%
180,976
475
$1.78M 0.03%
9,971
17 18
19
20 21