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
$1.56B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.36M
3
+$5.23M
4
DIS icon
Walt Disney
DIS
+$3.42M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Top Sells

1
+$2.86M
2
+$1.29M
3
+$713K
4
DELL icon
Dell
DELL
+$601K
5
SCG
Scana
SCG
+$379K

Sector Composition

1 Technology 18.96%
2 Financials 14.93%
3 Healthcare 14.12%
4 Consumer Discretionary 10.54%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13M 0.83%
116,842
+30,831
27
$12.3M 0.79%
262,804
+29,005
28
$11.8M 0.76%
295,446
+30,033
29
$11.2M 0.72%
91,186
+9,245
30
$10.1M 0.65%
28,437
+3,166
31
$10M 0.64%
160,699
+13,924
32
$9.52M 0.61%
50,149
+4,907
33
$9.28M 0.6%
172,862
-2,680
34
$9.18M 0.59%
282,273
+26,070
35
$9.03M 0.58%
112,975
+11,438
36
$8.47M 0.54%
31,782
+3,306
37
$8.33M 0.53%
61,751
+6,371
38
$8.2M 0.53%
63,220
+6,996
39
$8.16M 0.52%
271,370
+21,110
40
$8.07M 0.52%
48,283
+4,277
41
$7.99M 0.51%
74,310
+7,925
42
$7.92M 0.51%
41,675
+3,697
43
$7.89M 0.51%
97,925
+10,200
44
$7.89M 0.51%
49,835
+8,126
45
$7.89M 0.51%
45,418
+4,544
46
$7.55M 0.48%
72,706
+7,500
47
$7.53M 0.48%
47,402
+4,438
48
$7.06M 0.45%
25,809
+2,486
49
$7M 0.45%
83,182
+8,967
50
$6.87M 0.44%
84,646
+9,480
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