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
476
$2.42M 0.03%
20,207
-25
477
$2.42M 0.03%
26,049
-4,286
478
$2.41M 0.03%
62,448
+3,588
479
$2.41M 0.03%
59,619
-19,257
480
$2.4M 0.03%
27,450
481
$2.37M 0.03%
86,985
+4,499
482
$2.37M 0.03%
50,211
+621
483
$2.36M 0.03%
7,418
484
$2.32M 0.03%
28,761
-997
485
$2.31M 0.03%
29,063
486
$2.3M 0.02%
143,840
487
$2.24M 0.02%
82,339
488
$2.22M 0.02%
32,386
489
$2.22M 0.02%
254,611
-7,873
490
$2.18M 0.02%
13,730
+191
491
$2.18M 0.02%
10,814
492
$2.15M 0.02%
64,853
+948
493
$2.13M 0.02%
13,932
494
$2.13M 0.02%
36,281
-1,180
495
$2.12M 0.02%
11,635
496
$2.12M 0.02%
27,098
-682
497
$2.09M 0.02%
27,177
498
$2.07M 0.02%
54,454
-8,109
499
$2.07M 0.02%
9,486
500
$2.05M 0.02%
11,850
-48
18 19
20
21 22