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
$9.23B
AUM Growth
-$612M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.71M
3
+$3.5M
4
MSTR icon
Strategy Inc
MSTR
+$2.5M
5
SCHW icon
Charles Schwab
SCHW
+$1.77M

Top Sells

1
+$6.59M
2
+$6.34M
3
+$6.19M
4
DUK icon
Duke Energy
DUK
+$5.81M
5
AMT icon
American Tower
AMT
+$5.67M

Sector Composition

1 Technology 30.27%
2 Financials 13.41%
3 Healthcare 11.15%
4 Consumer Discretionary 10.4%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$52M 0.56%
311,131
-2,005
27
$49.1M 0.53%
182,862
-211
28
$46.9M 0.51%
760,604
-2,676
29
$44.4M 0.48%
618,698
-17,635
30
$44M 0.48%
314,598
+6,733
31
$43.5M 0.47%
485,085
-3,764
32
$43.2M 0.47%
325,860
+102
33
$43.2M 0.47%
173,663
+2,938
34
$40.6M 0.44%
130,072
-2,385
35
$40M 0.43%
357,926
-27,858
36
$39.2M 0.42%
195,875
-359
37
$38.8M 0.42%
1,372,367
+2,462
38
$37.8M 0.41%
252,279
-1,322
39
$37.5M 0.41%
826,306
-4,944
40
$36.9M 0.4%
241,042
-16,722
41
$36.3M 0.39%
228,687
-1,981
42
$35.5M 0.38%
500,937
-92,915
43
$34.6M 0.38%
146,557
-26,206
44
$34.6M 0.37%
69,519
-315
45
$34.1M 0.37%
68,882
-45
46
$33.9M 0.37%
55,254
-316
47
$33.1M 0.36%
215,176
-917
48
$32.9M 0.36%
332,967
-2,363
49
$32.8M 0.36%
85,454
-757
50
$32.3M 0.35%
382,990
+7,800
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