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
$695M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.1M
3
+$1.9M
4
META icon
Meta Platforms (Facebook)
META
+$1.25M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.08M

Top Sells

1
+$369K
2
+$218K
3
+$213K
4
BRX icon
Brixmor Property Group
BRX
+$195K
5
WU icon
Western Union
WU
+$56.2K

Sector Composition

1 Technology 17.69%
2 Financials 17.08%
3 Healthcare 13.26%
4 Communication Services 10.33%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$237K 0.03%
1,274
+122
502
$232K 0.03%
+4,456
503
$230K 0.03%
+7,622
504
$227K 0.03%
1,815
+283
505
$226K 0.03%
7,914
506
$226K 0.03%
2,778
+270
507
$226K 0.03%
+4,528
508
$223K 0.03%
+10,375
509
$223K 0.03%
3,813
+106
510
$222K 0.03%
3,328
511
$221K 0.03%
+948
512
$216K 0.03%
1,139
+160
513
$215K 0.03%
4,142
514
$215K 0.03%
11,383
+1,083
515
$210K 0.03%
+8,281
516
$210K 0.03%
2,299
+265
517
$208K 0.03%
+2,705
518
$208K 0.03%
+3,644
519
$205K 0.03%
+1,786
520
$202K 0.03%
5,489
521
$201K 0.03%
+4,159
522
$197K 0.03%
12,326
+519
523
$166K 0.02%
12,608
+897
524
$103K 0.01%
21,132
-8,849
525
– –
-1,484
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