II

IFM Investors Portfolio holdings

AUM $12B
1-Year Est. Return 26.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12B
AUM Growth
+$614M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$32M
3
+$27.6M
4
CB icon
Chubb
CB
+$22.1M
5
SPOT icon
Spotify
SPOT
+$19.4M

Top Sells

1
+$37.1M
2
+$22.2M
3
+$13.9M
4
GWW icon
W.W. Grainger
GWW
+$8.2M
5
MPWR icon
Monolithic Power Systems
MPWR
+$8.14M

Sector Composition

1 Technology 34.52%
2 Financials 12.65%
3 Communication Services 10.94%
4 Consumer Discretionary 9.81%
5 Healthcare 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
26
Procter & Gamble
PG
$363B
$67.2M 0.56%
468,790
+4,958
ORCL icon
27
Oracle
ORCL
$429B
$65.5M 0.55%
336,102
+7,880
GE icon
28
GE Aerospace
GE
$342B
$64.5M 0.54%
209,393
+3,763
MU icon
29
Micron Technology
MU
$454B
$63.9M 0.53%
223,760
+2,650
CSCO icon
30
Cisco
CSCO
$307B
$60.5M 0.5%
785,118
-2,398
UNH icon
31
UnitedHealth
UNH
$256B
$58.9M 0.49%
178,365
-587
KO icon
32
Coca-Cola
KO
$335B
$56.7M 0.47%
811,383
+32,228
WFC icon
33
Wells Fargo
WFC
$242B
$56.5M 0.47%
605,896
-5,228
CVX icon
34
Chevron
CVX
$369B
$54.8M 0.46%
359,343
-6,828
MRK icon
35
Merck
MRK
$289B
$53.7M 0.45%
509,829
+455
IBM icon
36
IBM
IBM
$235B
$53.5M 0.45%
180,467
+1,431
CAT icon
37
Caterpillar
CAT
$333B
$52.6M 0.44%
91,887
+563
GS icon
38
Goldman Sachs
GS
$247B
$51.6M 0.43%
58,663
-1,146
CRM icon
39
Salesforce
CRM
$180B
$50.4M 0.42%
190,285
+601
ABT icon
40
Abbott
ABT
$192B
$45.5M 0.38%
363,380
+14,862
WELL icon
41
Welltower
WELL
$145B
$44.9M 0.37%
241,967
+9,129
LRCX icon
42
Lam Research
LRCX
$269B
$43.6M 0.36%
254,779
+188
NEE icon
43
NextEra Energy
NEE
$191B
$42.6M 0.36%
531,082
+2,578
C icon
44
Citigroup
C
$191B
$42.2M 0.35%
361,614
-1,920
TMO icon
45
Thermo Fisher Scientific
TMO
$186B
$42M 0.35%
72,554
+505
ISRG icon
46
Intuitive Surgical
ISRG
$173B
$42M 0.35%
74,153
+1,700
PLD icon
47
Prologis
PLD
$127B
$42M 0.35%
328,900
+4,361
MCD icon
48
McDonald's
MCD
$234B
$41.6M 0.35%
136,018
+1,131
MS icon
49
Morgan Stanley
MS
$255B
$41.5M 0.35%
233,605
-2,182
AMAT icon
50
Applied Materials
AMAT
$274B
$41.3M 0.34%
160,660
+1,219
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