II
IFM Investors Portfolio holdings
AUM
$12B
1-Year Est. Return
26.84%
This Fund
S&P 500
1 Year Est. Return
+26.84%
AUM
$11.4B
AUM Growth
+$870M
(+8.3%)
Holding
628
Top Buys
| 1 | +$95.2M | |
| 2 | +$8.78M | |
| 3 | +$5.24M | |
| 4 |
SoFi Technologies
SOFI
|
+$4.98M |
| 5 |
Tapestry
TPR
|
+$4.41M |
Top Sells
| 1 | +$8.92M | |
| 2 | +$4.29M | |
| 3 | +$3.3M | |
| 4 |
JNPR
Juniper Networks
JNPR
|
+$3.09M |
| 5 |
Meta Platforms (Facebook)
META
|
+$2.75M |
Sector Composition
| 1 | Technology | 34.63% |
| 2 | Financials | 12.7% |
| 3 | Consumer Discretionary | 10.68% |
| 4 | Communication Services | 10.66% |
| 5 | Healthcare | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Procter & Gamble
PG
$363B
| $70.7M | 0.62% |
463,832
-3,179
|
|
||
27
UnitedHealth
UNH
$256B
| $61.6M | 0.54% |
178,952
-961
|
|
||
28
GE Aerospace
GE
$342B
| $60.7M | 0.53% |
205,630
+769
|
|
||
29
Chevron
CVX
$369B
| $58.6M | 0.52% |
366,171
+56,675
|
|
||
30
Cisco
CSCO
$307B
| $52.9M | 0.47% |
787,516
-1,292
|
|
||
31
Wells Fargo
WFC
$242B
| $52M | 0.46% |
611,124
-4,738
|
|
||
32
Coca-Cola
KO
$335B
| $51.2M | 0.45% |
779,155
-1,844
|
|
||
33
IBM
IBM
$235B
| $50.9M | 0.45% |
179,036
-896
|
|
||
34
Advanced Micro Devices
AMD
$331B
| $50.8M | 0.45% |
318,410
-1,483
|
|
||
35
Goldman Sachs
GS
$247B
| $48M | 0.42% |
59,809
-506
|
|
||
36
Abbott
ABT
$192B
| $46.5M | 0.41% |
348,518
+9,769
|
|
||
37
Salesforce
CRM
$180B
| $46.2M | 0.41% |
189,684
-1,113
|
|
||
38
Caterpillar
CAT
$333B
| $42.5M | 0.37% |
91,324
-1,554
|
|
||
39
McDonald's
MCD
$234B
| $41.2M | 0.36% |
134,887
-28
|
|
||
40
Welltower
WELL
$145B
| $40.7M | 0.36% |
232,838
+2,471
|
|
||
41
NextEra Energy
NEE
$191B
| $40.1M | 0.35% |
528,504
+10,236
|
|
||
42
AT&T
T
$194B
| $40M | 0.35% |
1,414,407
-20,021
|
|
||
43
Merck
MRK
$289B
| $40M | 0.35% |
509,374
+4,909
|
|
||
44
ServiceNow
NOW
$122B
| $40M | 0.35% |
213,745
+3,700
|
|
||
45
Intuit
INTU
$126B
| $39.9M | 0.35% |
57,178
-261
|
|
||
46
Walt Disney
DIS
$179B
| $39.7M | 0.35% |
350,001
+1,023
|
|
||
47
Morgan Stanley
MS
$255B
| $37.8M | 0.33% |
235,787
-1,648
|
|
||
48
Citigroup
C
$191B
| $37.6M | 0.33% |
363,534
-5,307
|
|
||
49
Verizon
VZ
$214B
| $37.5M | 0.33% |
859,892
+9,253
|
|
||
50
Uber
UBER
$149B
| $37.4M | 0.33% |
379,549
+18,320
|
|