II
IFM Investors Portfolio holdings
AUM
$11.9B
1-Year Est. Return
27.64%
This Fund
S&P 500
1 Year Est. Return
+27.64%
AUM
$11.9B
AUM Growth
-$41.3M
(-0.34%)
Holding
703
Top Buys
| 1 | +$54M | |
| 2 | +$32.8M | |
| 3 | +$31M | |
| 4 |
Apple
AAPL
|
+$25.5M |
| 5 |
Microsoft
MSFT
|
+$22.3M |
Top Sells
| 1 | +$69.4M | |
| 2 | +$44.1M | |
| 3 | +$30.9M | |
| 4 |
CYBR
CyberArk
CYBR
|
+$4.49M |
| 5 |
Nutanix
NTNX
|
+$2.59M |
Sector Composition
| 1 | Technology | 32.04% |
| 2 | Financials | 11.96% |
| 3 | Communication Services | 10.45% |
| 4 | Consumer Discretionary | 9.84% |
| 5 | Healthcare | 9.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Bank of America
BAC
$371B
| $68.3M | 0.57% |
1,400,285
+18,222
|
|
||
27
Palantir
PLTR
$342B
| $68.1M | 0.57% |
465,284
+23,954
|
|
||
28
Caterpillar
CAT
$387B
| $67.4M | 0.56% |
95,156
+3,269
|
|
||
29
Home Depot
HD
$335B
| $66.5M | 0.56% |
202,320
+6,858
|
|
||
30
Coca-Cola
KO
$330B
| $63.8M | 0.53% |
839,478
+28,095
|
|
||
31
Cisco
CSCO
$352B
| $63.2M | 0.53% |
814,100
+28,982
|
|
||
32
Merck
MRK
$276B
| $62.9M | 0.53% |
522,579
+12,750
|
|
||
33
GE Aerospace
GE
$297B
| $62.5M | 0.52% |
220,178
+10,785
|
|
||
34
Applied Materials
AMAT
$331B
| $56.8M | 0.48% |
166,069
+5,409
|
|
||
35
Lam Research
LRCX
$334B
| $56.1M | 0.47% |
262,773
+7,994
|
|
||
36
Goldman Sachs
GS
$273B
| $52.1M | 0.44% |
61,546
+2,883
|
|
||
37
Oracle
ORCL
$498B
| $52.1M | 0.44% |
353,822
+17,720
|
|
||
38
UnitedHealth
UNH
$322B
| $49.9M | 0.42% |
184,497
+6,132
|
|
||
39
Welltower
WELL
$147B
| $49.9M | 0.42% |
252,190
+10,223
|
|
||
40
Wells Fargo
WFC
$243B
| $49.3M | 0.41% |
619,063
+13,167
|
|
||
41
NextEra Energy
NEE
$199B
| $48.7M | 0.41% |
524,530
-6,552
|
|
||
42
GE Vernova
GEV
$309B
| $47.9M | 0.4% |
54,931
+1,786
|
|
||
43
Verizon
VZ
$194B
| $47.6M | 0.4% |
949,066
+34,808
|
|
||
44
IBM
IBM
$218B
| $45.5M | 0.38% |
187,758
+7,291
|
|
||
45
Prologis
PLD
$132B
| $44.7M | 0.37% |
338,352
+9,452
|
|
||
46
McDonald's
MCD
$213B
| $43.6M | 0.36% |
140,277
+4,259
|
|
||
47
AT&T
T
$183B
| $43.1M | 0.36% |
1,488,172
+74,684
|
|
||
48
PepsiCo
PEP
$212B
| $42.4M | 0.36% |
273,135
+12,472
|
|
||
49
Citigroup
C
$218B
| $41.2M | 0.34% |
363,013
+1,399
|
|
||
50
KLA
KLAC
$254B
| $40.8M | 0.34% |
27,735
+606
|
|