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
$10.5B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$25.2M
3
+$21.7M
4
AMZN icon
Amazon
AMZN
+$19M
5
META icon
Meta Platforms (Facebook)
META
+$13.3M

Top Sells

1
+$8.33M
2
+$5.02M
3
+$3.46M
4
AIZ icon
Assurant
AIZ
+$2.66M
5
HST icon
Host Hotels & Resorts
HST
+$2.62M

Sector Composition

1 Technology 33.89%
2 Financials 13.13%
3 Consumer Discretionary 10.55%
4 Communication Services 10.09%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
26
UnitedHealth
UNH
$328B
$56.1M 0.53%
179,913
+4,636
KO icon
27
Coca-Cola
KO
$300B
$55.3M 0.53%
780,999
+18,158
CSCO icon
28
Cisco
CSCO
$279B
$54.7M 0.52%
788,808
+28,204
IBM icon
29
IBM
IBM
$287B
$53M 0.51%
179,932
+6,269
GE icon
30
GE Aerospace
GE
$321B
$52.7M 0.5%
204,861
+8,986
CRM icon
31
Salesforce
CRM
$243B
$52M 0.5%
190,797
+7,935
WFC icon
32
Wells Fargo
WFC
$272B
$49.3M 0.47%
615,862
-2,836
ABT icon
33
Abbott
ABT
$221B
$46.1M 0.44%
338,749
+12,889
AMD icon
34
Advanced Micro Devices
AMD
$410B
$45.4M 0.43%
319,893
+14,739
INTU icon
35
Intuit
INTU
$190B
$45.2M 0.43%
57,439
+2,185
CVX icon
36
Chevron
CVX
$313B
$44.3M 0.42%
309,496
-1,635
DIS icon
37
Walt Disney
DIS
$201B
$43.3M 0.41%
348,978
+16,011
NOW icon
38
ServiceNow
NOW
$193B
$43.2M 0.41%
42,009
+1,790
GS icon
39
Goldman Sachs
GS
$242B
$42.7M 0.41%
60,315
+1,297
T icon
40
AT&T
T
$179B
$41.5M 0.4%
1,434,428
+62,061
PM icon
41
Philip Morris
PM
$245B
$40.6M 0.39%
223,007
-5,680
MRK icon
42
Merck
MRK
$219B
$39.9M 0.38%
504,465
+19,380
ISRG icon
43
Intuitive Surgical
ISRG
$194B
$39.5M 0.38%
72,714
+3,832
MCD icon
44
McDonald's
MCD
$218B
$39.4M 0.38%
134,915
+4,843
BKNG icon
45
Booking.com
BKNG
$167B
$38.9M 0.37%
6,724
-35
TXN icon
46
Texas Instruments
TXN
$154B
$38.1M 0.36%
183,564
+5,462
VZ icon
47
Verizon
VZ
$164B
$36.8M 0.35%
850,639
+24,333
CAT icon
48
Caterpillar
CAT
$245B
$36.1M 0.34%
92,878
+1,698
NEE icon
49
NextEra Energy
NEE
$174B
$36M 0.34%
518,268
+17,331
QCOM icon
50
Qualcomm
QCOM
$182B
$35.5M 0.34%
223,034
+7,858
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