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
$9.84B
AUM Growth
-$584M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$2.9M
3
+$2.85M
4
NLY icon
Annaly Capital Management
NLY
+$936K
5
HAL icon
Halliburton
HAL
+$895K

Top Sells

1
+$57.8M
2
+$50.6M
3
+$34M
4
AMZN icon
Amazon
AMZN
+$33.2M
5
META icon
Meta Platforms (Facebook)
META
+$22M

Sector Composition

1 Technology 32.43%
2 Financials 12.29%
3 Consumer Discretionary 11.19%
4 Healthcare 9.93%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51.3M 0.52%
307,865
-27,065
27
$48.6M 0.49%
488,849
-42,909
28
$47.3M 0.48%
759,004
-60,294
29
$45.4M 0.46%
313,136
-43,574
30
$45.2M 0.46%
763,280
-68,921
31
$44.7M 0.45%
636,333
-68,116
32
$42.6M 0.43%
593,852
-37,604
33
$42.5M 0.43%
40,070
-2,253
34
$40.8M 0.41%
385,784
-16,904
35
$39.4M 0.4%
172,763
-8,700
36
$38.7M 0.39%
41,047
-1,380
37
$38.6M 0.39%
253,601
-23,758
38
$38.4M 0.39%
132,457
-12,072
39
$38.3M 0.39%
86,211
-7,352
40
$37.5M 0.38%
170,725
-15,739
41
$37.3M 0.38%
335,330
-31,727
42
$36.8M 0.37%
325,758
-29,859
43
$36.8M 0.37%
304,900
-28,160
44
$36.3M 0.37%
69,834
-6,613
45
$36M 0.37%
68,927
-6,061
46
$34.9M 0.36%
55,570
-4,585
47
$34M 0.35%
59,310
-5,864
48
$33.9M 0.34%
6,824
-663
49
$33.6M 0.34%
179,046
-15,729
50
$33.2M 0.34%
831,250
-72,230
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