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
451
$2.85M 0.03%
22,822
452
$2.84M 0.03%
10,043
453
$2.81M 0.03%
34,489
454
$2.78M 0.03%
76,916
-2,770
455
$2.78M 0.03%
19,484
-772
456
$2.78M 0.03%
96,070
457
$2.77M 0.03%
21,879
+836
458
$2.76M 0.03%
42,104
459
$2.76M 0.03%
11,579
-324
460
$2.75M 0.03%
48,523
-4,081
461
$2.71M 0.03%
41,079
462
$2.68M 0.03%
28,043
-225
463
$2.66M 0.03%
12,680
-518
464
$2.65M 0.03%
35,355
-1,754
465
$2.62M 0.03%
59,247
-1,065
466
$2.58M 0.03%
36,454
467
$2.55M 0.03%
18,715
+865
468
$2.54M 0.03%
95,394
469
$2.54M 0.03%
76,603
470
$2.5M 0.03%
23,595
-880
471
$2.48M 0.03%
20,931
472
$2.46M 0.03%
7,990
-208
473
$2.45M 0.03%
29,647
-900
474
$2.42M 0.03%
13,796
+569
475
$2.42M 0.03%
37,908
17 18
19
20 21