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
$2.38B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.5M
3
+$12.4M
4
META icon
Meta Platforms (Facebook)
META
+$5.77M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.96M

Top Sells

1
+$1.85M
2
+$993K
3
+$642K
4
TDG icon
TransDigm Group
TDG
+$425K
5
DINO icon
HF Sinclair
DINO
+$299K

Sector Composition

1 Technology 26.17%
2 Healthcare 14.06%
3 Financials 12.26%
4 Consumer Discretionary 12.22%
5 Communication Services 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$677K 0.03%
4,603
+452
502
$670K 0.03%
15,189
+1,545
503
$665K 0.03%
3,917
+586
504
$649K 0.03%
24,209
+2,082
505
$648K 0.03%
3,281
+328
506
$646K 0.03%
59,892
+6,575
507
$642K 0.03%
5,291
+444
508
$642K 0.03%
23,056
509
$636K 0.03%
14,223
+1,680
510
$626K 0.03%
11,854
+1,616
511
$626K 0.03%
19,269
+3,606
512
$623K 0.03%
34,183
+3,689
513
$620K 0.03%
18,809
+1,515
514
$619K 0.03%
17,647
+2,564
515
$618K 0.03%
1,188
+123
516
$617K 0.03%
44,367
+5,793
517
$613K 0.03%
11,437
+978
518
$608K 0.03%
4,955
+462
519
$606K 0.03%
12,767
+3,137
520
$604K 0.03%
28,098
+2,731
521
$602K 0.03%
8,072
+1,239
522
$596K 0.03%
27,102
+2,940
523
$596K 0.03%
19,910
+4,246
524
$593K 0.02%
14,453
+4,455
525
$591K 0.02%
34,040
+2,946
19 20
21
22 23