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
$1.76B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.87M
3
+$4.7M
4
DOW icon
Dow Inc
DOW
+$2.68M
5
META icon
Meta Platforms (Facebook)
META
+$2.4M

Top Sells

1
+$1.57M
2
+$1.25M
3
+$310K
4
MAT icon
Mattel
MAT
+$275K
5
GT icon
Goodyear
GT
+$263K

Sector Composition

1 Technology 19.22%
2 Financials 15.47%
3 Healthcare 13.61%
4 Consumer Discretionary 10.53%
5 Communication Services 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$582K 0.03%
9,527
-146
502
$582K 0.03%
25,784
503
$578K 0.03%
5,637
+1,989
504
$578K 0.03%
21,704
-329
505
$568K 0.03%
6,983
506
$566K 0.03%
32,851
+10,737
507
$563K 0.03%
13,979
+5,434
508
$559K 0.03%
11,299
+3,804
509
$557K 0.03%
10,438
+328
510
$556K 0.03%
14,173
511
$551K 0.03%
11,596
512
$551K 0.03%
19,042
-308
513
$549K 0.03%
6,010
+196
514
$545K 0.03%
14,910
+5,330
515
$543K 0.03%
11,611
+4,616
516
$543K 0.03%
58,800
+2,402
517
$539K 0.03%
11,718
+385
518
$539K 0.03%
+8,380
519
$536K 0.03%
9,039
+3,312
520
$534K 0.03%
20,734
521
$531K 0.03%
23,896
-482
522
$529K 0.03%
9,575
-355
523
$528K 0.03%
7,932
524
$519K 0.03%
3,729
525
$517K 0.03%
4,862
+1,677
19 20
21
22 23