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
$1.94B
AUM Growth
-$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.73M
3
+$1.37M
4
CARR icon
Carrier Global
CARR
+$1.36M
5
MRNA icon
Moderna
MRNA
+$1.3M

Top Sells

1
+$47.2M
2
+$40.9M
3
+$31.5M
4
META icon
Meta Platforms (Facebook)
META
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12M

Sector Composition

1 Technology 25.3%
2 Healthcare 14.6%
3 Financials 12.87%
4 Consumer Discretionary 11.21%
5 Communication Services 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.8M 0.71%
583,099
-301,559
27
$13.6M 0.7%
102,489
-36,710
28
$13.4M 0.69%
300,887
-111,814
29
$13.3M 0.69%
429,527
-154,505
30
$13M 0.67%
333,897
-133,557
31
$12.8M 0.66%
129,875
-17,526
32
$12.5M 0.64%
313,776
-112,638
33
$12.4M 0.64%
138,904
-54,886
34
$11.9M 0.61%
130,063
-52,213
35
$11.7M 0.6%
162,855
-43,350
36
$11.6M 0.59%
61,727
-21,265
37
$10.6M 0.55%
29,366
-12,243
38
$10.4M 0.54%
63,632
-23,244
39
$10.3M 0.53%
43,545
-16,732
40
$10.2M 0.52%
55,210
-20,169
41
$9.86M 0.51%
167,614
-65,762
42
$9.84M 0.51%
32,458
-11,363
43
$9.28M 0.48%
293,930
-100,080
44
$9.21M 0.47%
166,564
-68,645
45
$8.98M 0.46%
91,564
-38,322
46
$8.71M 0.45%
68,582
-27,229
47
$8.55M 0.44%
50,583
-19,807
48
$8.52M 0.44%
141,876
-56,832
49
$8.42M 0.43%
32,553
-12,567
50
$8.2M 0.42%
52,325
-19,433
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