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
$4.89B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$45.6M
3
+$35.4M
4
ACN icon
Accenture
ACN
+$24.8M
5
META icon
Meta Platforms (Facebook)
META
+$19.9M

Top Sells

1
+$67.7M
2
+$4.02M
3
+$1.84M
4
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$1.07M
5
IVZ icon
Invesco
IVZ
+$1.05M

Sector Composition

1 Technology 27.03%
2 Financials 13.89%
3 Healthcare 13.38%
4 Consumer Discretionary 12.18%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.7M 0.61%
560,047
+100,198
27
$29M 0.59%
536,822
+97,608
28
$28.7M 0.59%
732,247
+134,309
29
$28.6M 0.59%
609,108
+153,189
30
$27.3M 0.56%
1,255,736
+225,702
31
$27.2M 0.56%
234,322
+42,088
32
$26.8M 0.55%
181,060
+32,260
33
$26.6M 0.54%
253,522
+47,065
34
$26.5M 0.54%
235,696
+42,379
35
$26.3M 0.54%
338,352
+46,558
36
$26.3M 0.54%
52,054
+9,395
37
$25.9M 0.53%
167,617
+32,485
38
$25.6M 0.52%
536,540
+102,790
39
$25.2M 0.51%
109,735
+15,510
40
$24.8M 0.51%
+84,025
41
$24.6M 0.5%
543,422
+122,861
42
$23.6M 0.48%
122,817
+22,655
43
$23M 0.47%
58,098
+10,707
44
$22.6M 0.46%
97,988
+17,668
45
$22.6M 0.46%
94,879
+17,388
46
$21.5M 0.44%
150,515
+29,006
47
$20.3M 0.42%
303,858
+52,809
48
$20.2M 0.41%
92,209
+16,599
49
$20.2M 0.41%
259,764
+42,011
50
$20.2M 0.41%
91,737
+16,116
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