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
501
$475K 0.03%
28,882
+5,799
502
$474K 0.03%
6,478
503
$473K 0.03%
11,620
504
$473K 0.03%
24,488
505
$471K 0.03%
9,022
+799
506
$471K 0.03%
13,920
-681
507
$470K 0.03%
4,632
+428
508
$467K 0.03%
5,364
+1,393
509
$461K 0.03%
3,654
510
$460K 0.03%
8,870
511
$458K 0.03%
18,845
+3,837
512
$454K 0.03%
8,361
513
$449K 0.03%
3,454
+692
514
$448K 0.03%
9,723
-160
515
$442K 0.03%
20,729
+177
516
$441K 0.03%
7,495
517
$435K 0.03%
15,541
518
$433K 0.03%
28,242
519
$433K 0.03%
558
520
$431K 0.03%
11,291
521
$430K 0.03%
8,059
+2,325
522
$428K 0.03%
17,792
523
$421K 0.03%
12,411
+1,738
524
$418K 0.03%
13,071
-1,369
525
$412K 0.03%
13,008
19 20
21
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