II

IFM Investors Portfolio holdings

AUM $11.4B
1-Year Est. Return 27.82%
This Quarter Est. Return
1 Year Est. Return
+27.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.25M
3
+$3.99M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
CSL icon
Carlisle Companies
CSL
+$2.74M

Top Sells

1
+$1.81M
2
+$698K
3
+$375K
4
CVX icon
Chevron
CVX
+$296K
5
CVNA icon
Carvana
CVNA
+$243K

Sector Composition

1 Technology 24.56%
2 Healthcare 14.69%
3 Financials 12.39%
4 Consumer Discretionary 11.46%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$37.7M 0.68%
437,566
+6,639
27
$35.5M 0.64%
75,148
+1,011
28
$35.4M 0.64%
181,909
+399
29
$33.5M 0.61%
66,131
+733
30
$33.4M 0.61%
773,226
+4,191
31
$31.3M 0.57%
136,578
+10,059
32
$31M 0.56%
698,990
+2,830
33
$29.8M 0.54%
316,426
+2,893
34
$29M 0.53%
299,706
+1,797
35
$28.9M 0.53%
125,242
+405
36
$28.8M 0.52%
134,305
+1,838
37
$28.5M 0.52%
712,222
+7,794
38
$27.8M 0.5%
731,055
+8,575
39
$26.9M 0.49%
378,808
+3,198
40
$26.1M 0.47%
647,768
+2,698
41
$25.1M 0.46%
174,767
+4,169
42
$24.1M 0.44%
155,625
+612
43
$22.8M 0.41%
82,890
+1,059
44
$22.7M 0.41%
774,714
-797
45
$22.6M 0.41%
220,492
+1,818
46
$21.9M 0.4%
193,880
+2,481
47
$21.6M 0.39%
95,682
-454
48
$21.3M 0.39%
223,558
+2,776
49
$21.2M 0.39%
113,115
-611
50
$20.9M 0.38%
308,026
+3,165
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