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
$695M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.1M
3
+$1.9M
4
META icon
Meta Platforms (Facebook)
META
+$1.25M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.08M

Top Sells

1
+$369K
2
+$218K
3
+$213K
4
BRX icon
Brixmor Property Group
BRX
+$195K
5
WU icon
Western Union
WU
+$56.2K

Sector Composition

1 Technology 17.69%
2 Financials 17.08%
3 Healthcare 13.26%
4 Communication Services 10.33%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.12M 0.74%
29,246
+2,744
27
$4.96M 0.71%
145,155
+13,367
28
$4.83M 0.7%
44,296
+4,283
29
$4.73M 0.68%
47,110
+3,844
30
$4.71M 0.68%
49,713
+5,084
31
$4.62M 0.67%
88,957
+8,728
32
$4.62M 0.66%
35,927
+3,510
33
$4.45M 0.64%
97,359
+10,559
34
$4.37M 0.63%
754,240
+82,800
35
$4.2M 0.6%
28,645
+2,674
36
$4.14M 0.6%
139,452
+13,746
37
$4.07M 0.59%
22,169
+2,165
38
$3.97M 0.57%
13,450
+1,377
39
$3.89M 0.56%
24,862
+2,141
40
$3.62M 0.52%
56,022
+5,430
41
$3.58M 0.52%
20,997
+522
42
$3.31M 0.48%
15,314
+1,488
43
$3.31M 0.48%
24,601
+2,091
44
$3.25M 0.47%
54,173
+5,459
45
$3.24M 0.47%
23,386
+2,252
46
$3.23M 0.46%
50,989
+4,956
47
$3.19M 0.46%
30,694
+2,887
48
$3.15M 0.45%
1,516
+141
49
$3.06M 0.44%
40,588
+4,074
50
$2.97M 0.43%
37,513
+3,707
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