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
$11.4B
AUM Growth
+$870M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$93M
2
+$9.08M
3
+$5.87M
4
PDD icon
Pinduoduo
PDD
+$5.75M
5
TPR icon
Tapestry
TPR
+$4.59M

Top Sells

1
+$8.92M
2
+$4.85M
3
+$3.3M
4
JNPR
Juniper Networks
JNPR
+$3.09M
5
META icon
Meta Platforms (Facebook)
META
+$2.75M

Sector Composition

1 Technology 34.67%
2 Financials 12.66%
3 Consumer Discretionary 10.68%
4 Communication Services 10.66%
5 Healthcare 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
26
Procter & Gamble
PG
$330B
$70.7M 0.62%
463,832
-3,179
UNH icon
27
UnitedHealth
UNH
$302B
$61.6M 0.54%
178,952
-961
GE icon
28
GE Aerospace
GE
$301B
$60.7M 0.53%
205,630
+769
CVX icon
29
Chevron
CVX
$303B
$58.6M 0.52%
366,171
+56,675
CSCO icon
30
Cisco
CSCO
$313B
$52.9M 0.47%
787,516
-1,292
WFC icon
31
Wells Fargo
WFC
$287B
$52M 0.46%
611,124
-4,738
KO icon
32
Coca-Cola
KO
$299B
$51.2M 0.45%
779,155
-1,844
IBM icon
33
IBM
IBM
$293B
$50.9M 0.45%
179,036
-896
AMD icon
34
Advanced Micro Devices
AMD
$347B
$50.8M 0.45%
318,410
-1,483
GS icon
35
Goldman Sachs
GS
$271B
$48M 0.42%
59,809
-506
ABT icon
36
Abbott
ABT
$216B
$46.5M 0.41%
348,518
+9,769
CRM icon
37
Salesforce
CRM
$247B
$46.2M 0.41%
189,684
-1,113
CAT icon
38
Caterpillar
CAT
$288B
$42.5M 0.37%
91,324
-1,554
MCD icon
39
McDonald's
MCD
$222B
$41.2M 0.36%
134,887
-28
WELL icon
40
Welltower
WELL
$129B
$40.7M 0.36%
232,838
+2,471
NEE icon
41
NextEra Energy
NEE
$171B
$40.1M 0.35%
528,504
+10,236
T icon
42
AT&T
T
$174B
$40M 0.35%
1,414,407
-20,021
MRK icon
43
Merck
MRK
$245B
$40M 0.35%
509,374
+4,909
NOW icon
44
ServiceNow
NOW
$179B
$40M 0.35%
42,749
+740
INTU icon
45
Intuit
INTU
$187B
$39.9M 0.35%
57,178
-261
DIS icon
46
Walt Disney
DIS
$197B
$39.7M 0.35%
350,001
+1,023
MS icon
47
Morgan Stanley
MS
$288B
$37.8M 0.33%
235,787
-1,648
C icon
48
Citigroup
C
$200B
$37.6M 0.33%
363,534
-5,307
VZ icon
49
Verizon
VZ
$170B
$37.5M 0.33%
859,892
+9,253
UBER icon
50
Uber
UBER
$174B
$37.4M 0.33%
379,549
+18,320
1
2
3 4 5