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
$1.56B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.36M
3
+$5.23M
4
DIS icon
Walt Disney
DIS
+$3.42M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Top Sells

1
+$2.86M
2
+$1.29M
3
+$713K
4
DELL icon
Dell
DELL
+$601K
5
SCG
Scana
SCG
+$379K

Sector Composition

1 Technology 18.96%
2 Financials 14.93%
3 Healthcare 14.12%
4 Consumer Discretionary 10.54%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$544K 0.03%
2,059
+369
477
$542K 0.03%
25,784
+4,201
478
$542K 0.03%
5,670
+684
479
$530K 0.03%
8,134
-325
480
$528K 0.03%
9,673
+1,616
481
$520K 0.03%
3,773
+259
482
$519K 0.03%
3,714
483
$516K 0.03%
842
+93
484
$515K 0.03%
11,333
+2,133
485
$514K 0.03%
11,909
-614
486
$511K 0.03%
10,041
487
$508K 0.03%
34,658
488
$508K 0.03%
19,511
489
$507K 0.03%
10,295
490
$507K 0.03%
24,654
491
$506K 0.03%
3,729
492
$496K 0.03%
14,057
493
$496K 0.03%
9,930
-591
494
$494K 0.03%
3,482
+367
495
$491K 0.03%
9,253
+972
496
$486K 0.03%
3,271
+31
497
$483K 0.03%
2,221
498
$479K 0.03%
9,896
+606
499
$477K 0.03%
7,438
500
$476K 0.03%
8,594
+2,361
18 19
20
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