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
$2.38B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.5M
3
+$12.4M
4
META icon
Meta Platforms (Facebook)
META
+$5.77M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.96M

Top Sells

1
+$1.85M
2
+$993K
3
+$642K
4
TDG icon
TransDigm Group
TDG
+$425K
5
DINO icon
HF Sinclair
DINO
+$299K

Sector Composition

1 Technology 26.17%
2 Healthcare 14.06%
3 Financials 12.26%
4 Consumer Discretionary 12.22%
5 Communication Services 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17M 0.71%
487,193
+57,666
27
$16.9M 0.71%
785,010
+82,604
28
$16.8M 0.7%
339,959
+39,072
29
$16.4M 0.69%
351,990
+38,214
30
$16M 0.67%
146,947
+16,884
31
$16M 0.67%
115,155
+12,666
32
$15.7M 0.66%
650,039
+66,940
33
$14.6M 0.61%
32,996
+3,630
34
$13.8M 0.58%
350,410
+37,863
35
$13.5M 0.57%
61,535
+6,325
36
$13M 0.54%
36,533
+4,075
37
$12.9M 0.54%
146,950
+17,075
38
$12.9M 0.54%
102,456
+10,892
39
$12.4M 0.52%
48,870
+5,325
40
$12.1M 0.51%
332,460
+38,530
41
$12M 0.5%
350,662
+38,543
42
$11.5M 0.48%
60,073
+7,748
43
$11.4M 0.48%
188,365
+20,751
44
$11.2M 0.47%
161,124
+19,248
45
$11.2M 0.47%
155,247
+16,343
46
$11.1M 0.46%
56,215
+5,632
47
$11M 0.46%
93,795
+9,180
48
$10.9M 0.46%
76,287
+7,705
49
$10.6M 0.44%
71,439
+7,807
50
$10.5M 0.44%
63,318
+6,605
1
2
3 4 5