II

IFM Investors Portfolio holdings

AUM $11.4B
1-Year Est. Return 27.82%
This Quarter Est. Return
1 Year Est. Return
+27.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.25M
3
+$3.99M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
CSL icon
Carlisle Companies
CSL
+$2.74M

Top Sells

1
+$1.81M
2
+$698K
3
+$375K
4
CVX icon
Chevron
CVX
+$296K
5
CVNA icon
Carvana
CVNA
+$243K

Sector Composition

1 Technology 24.56%
2 Healthcare 14.69%
3 Financials 12.39%
4 Consumer Discretionary 11.46%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.6M 0.03%
51,759
+2,667
502
$1.6M 0.03%
42,624
+599
503
$1.59M 0.03%
8,097
+519
504
$1.58M 0.03%
52,878
505
$1.58M 0.03%
10,925
506
$1.58M 0.03%
10,870
507
$1.57M 0.03%
29,129
-689
508
$1.57M 0.03%
24,218
509
$1.56M 0.03%
44,821
510
$1.56M 0.03%
23,725
+847
511
$1.55M 0.03%
35,329
512
$1.53M 0.03%
20,055
513
$1.52M 0.03%
20,009
+336
514
$1.5M 0.03%
3,597
515
$1.48M 0.03%
10,262
-785
516
$1.48M 0.03%
7,325
517
$1.47M 0.03%
38,387
518
$1.47M 0.03%
23,455
+4,245
519
$1.43M 0.03%
25,207
520
$1.41M 0.03%
20,959
521
$1.41M 0.03%
12,602
+2,563
522
$1.41M 0.03%
10,445
523
$1.4M 0.03%
64,891
524
$1.39M 0.03%
12,148
525
$1.39M 0.03%
81,144
+7,763
19 20
21
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