II
IFM Investors Portfolio holdings
AUM $10.5B
This Quarter Return
-2.76%
1 Year Return
+24.82%
3 Year Return
+109.38%
5 Year Return
+188.58%
10 Year Return
–
AUM
$9.23B
AUM Growth
-$612M (-6%)
Cap. Flow
-$156M
Cap. Flow % of AUM
-1.69%
Top 10 Holdings %Top 10 Hldgs %
31.68%
Holding
678
New
4
Increased
130
Reduced
338
Closed
24
Top Buys
| 1 | $4.81M | |
| 2 | $3.71M | |
| 3 | $3.5M | |
| 4 | $2.5M | |
| 5 | $1.77M |
Top Sells
| 1 | $6.59M | |
| 2 | $6.34M | |
| 3 | $6.19M | |
| 4 | $5.81M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.42M | 0.03% | 20,007 -25 | -0.1% | -$3.02K | |||
| $2.42M | 0.03% | 26,049 -4,286 | -14% | -$397K | |||
| $2.41M | 0.03% | 62,448 +3,588 | +6% | +$139K | |||
| $2.41M | 0.03% | 59,619 | – | – | |||
| $2.4M | 0.03% | 27,450 | – | – | |||
| $2.37M | 0.03% | 86,985 +4,499 | +5% | +$122K | |||
| $2.37M | 0.03% | 50,211 +621 | +1% | +$29.3K | |||
| $2.36M | 0.03% | 7,418 | – | – | |||
| $2.32M | 0.03% | 28,761 -997 | -3% | -$80.3K | |||
| $2.31M | 0.03% | 29,063 | – | – | |||
| $2.3M | 0.02% | 143,840 | – | – | |||
| $2.24M | 0.02% | 82,339 | – | – | |||
| $2.22M | 0.02% | 32,386 | – | – | |||
| $2.22M | 0.02% | 254,611 -7,873 | -3% | -$68.6K | |||
| $2.18M | 0.02% | 13,730 +191 | +1% | +$30.3K | |||
| $2.18M | 0.02% | 10,814 | – | – | |||
| $2.15M | 0.02% | 64,853 +948 | +1% | +$31.4K | |||
| $2.13M | 0.02% | 13,932 | – | – | |||
| $2.13M | 0.02% | 36,281 -1,180 | -3% | -$69.2K | |||
| $2.12M | 0.02% | 11,635 | – | – | |||
| $2.12M | 0.02% | 27,098 -682 | -2% | -$53.3K | |||
| $2.09M | 0.02% | 27,177 | – | – | |||
| $2.07M | 0.02% | 54,454 -8,109 | -13% | -$309K | |||
| $2.07M | 0.02% | 9,486 | – | – | |||
| $2.05M | 0.02% | 11,850 -48 | -0.4% | -$8.31K |
