II
IFM Investors Portfolio holdings
AUM $10.5B
1-Year Return
24.82%
This Quarter Return
+3.23%
1 Year Return
+24.82%
3 Year Return
+109.38%
5 Year Return
+188.58%
10 Year Return
–
AUM
$556M
AUM Growth
+$160M
(+41%)
Cap. Flow
+$150M
Cap. Flow
% of AUM
27.02%
Top 10 Holdings %
Top 10 Hldgs %
18.93%
Holding
491
New
51
Increased
432
Reduced
1
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
+$5.01M |
| 2 |
Microsoft
MSFT
|
+$3.45M |
| 3 |
Amazon
AMZN
|
+$2.88M |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.51M |
| 5 |
Johnson & Johnson
JNJ
|
+$2.47M |
Top Sells
| 1 |
YHOO
Yahoo Inc
YHOO
|
+$841K |
| 2 |
Enbridge
ENB
|
+$578K |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$336K |
| 4 |
WWAV
The WhiteWave Foods Company
WWAV
|
+$212K |
| 5 |
BEAV
B/E Aerospace Inc
BEAV
|
+$202K |
Sector Composition
| 1 | Financials | 16.67% |
| 2 | Technology | 15.58% |
| 3 | Healthcare | 14.2% |
| 4 | Communication Services | 10.6% |
| 5 | Industrials | 9.57% |
