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
$1.94B
AUM Growth
-$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.73M
3
+$1.37M
4
CARR icon
Carrier Global
CARR
+$1.36M
5
MRNA icon
Moderna
MRNA
+$1.3M

Top Sells

1
+$47.2M
2
+$40.9M
3
+$31.5M
4
META icon
Meta Platforms (Facebook)
META
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12M

Sector Composition

1 Technology 25.3%
2 Healthcare 14.6%
3 Financials 12.87%
4 Consumer Discretionary 11.21%
5 Communication Services 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$559K 0.03%
12,182
-3,873
502
$557K 0.03%
17,923
-4,688
503
$555K 0.03%
27,970
-13,952
504
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17,294
-3,709
505
$549K 0.03%
24,162
-13,284
506
$548K 0.03%
+32,230
507
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24,054
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508
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2,954
-1,161
509
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31,094
-10,788
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3,017
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511
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14,261
-5,295
512
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31,966
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513
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1,065
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514
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19,381
-6,572
515
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27,764
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516
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517
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518
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15,663
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520
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4,613
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15,406
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522
$501K 0.03%
6,833
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523
$501K 0.03%
4,847
-1,350
524
$498K 0.03%
38,574
-11,129
525
$497K 0.03%
15,112
-8,986
19 20
21
22 23