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
$9.23B
AUM Growth
-$612M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.71M
3
+$3.5M
4
MSTR icon
Strategy Inc
MSTR
+$2.5M
5
SCHW icon
Charles Schwab
SCHW
+$1.77M

Top Sells

1
+$6.59M
2
+$6.34M
3
+$6.19M
4
DUK icon
Duke Energy
DUK
+$5.81M
5
AMT icon
American Tower
AMT
+$5.67M

Sector Composition

1 Technology 30.27%
2 Financials 13.41%
3 Healthcare 11.15%
4 Consumer Discretionary 10.4%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.05M 0.02%
20,015
+950
502
$2.03M 0.02%
18,382
-608
503
$2.03M 0.02%
4,842
-169
504
$2.01M 0.02%
31,143
-299
505
$2.01M 0.02%
25,810
506
$2M 0.02%
45,945
507
$2M 0.02%
33,006
+1,169
508
$1.99M 0.02%
10,582
509
$1.98M 0.02%
9,818
510
$1.97M 0.02%
32,379
511
$1.94M 0.02%
25,456
512
$1.93M 0.02%
45,277
-6,622
513
$1.91M 0.02%
11,326
+76
514
$1.91M 0.02%
117,827
515
$1.9M 0.02%
49,509
+15,958
516
$1.85M 0.02%
12,478
+218
517
$1.82M 0.02%
53,621
+7,502
518
$1.81M 0.02%
20,239
519
$1.77M 0.02%
203,431
+14,032
520
$1.75M 0.02%
9,941
-1,453
521
$1.75M 0.02%
48,008
522
$1.74M 0.02%
44,552
-6,516
523
$1.74M 0.02%
33,081
+1,613
524
$1.7M 0.02%
59,798
-1,075
525
$1.68M 0.02%
7,979
+683
19 20
21
22 23