II

IFM Investors Portfolio holdings

AUM $12B
1-Year Est. Return 26.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$870M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$95.2M
2
+$8.78M
3
+$5.24M
4
SOFI icon
SoFi Technologies
SOFI
+$4.98M
5
TPR icon
Tapestry
TPR
+$4.41M

Top Sells

1
+$8.92M
2
+$4.29M
3
+$3.3M
4
JNPR
Juniper Networks
JNPR
+$3.09M
5
META icon
Meta Platforms (Facebook)
META
+$2.75M

Sector Composition

1 Technology 34.63%
2 Financials 12.7%
3 Consumer Discretionary 10.68%
4 Communication Services 10.66%
5 Healthcare 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCK icon
501
Crown Holdings
CCK
$11.9B
$2.15M 0.02%
22,116
FOX icon
502
Fox Class B
FOX
$22.6B
$2.14M 0.02%
38,679
+4,871
FDS icon
503
Factset
FDS
$7.87B
$2.11M 0.02%
7,268
-8
JKHY icon
504
Jack Henry & Associates
JKHY
$12.3B
$2.08M 0.02%
13,894
IOT icon
505
Samsara
IOT
$19B
$2.07M 0.02%
54,510
+2,591
BMRN icon
506
BioMarin Pharmaceuticals
BMRN
$11.7B
$2.05M 0.02%
38,041
LDOS icon
507
Leidos
LDOS
$21.8B
$1.96M 0.02%
10,600
HST icon
508
Host Hotels & Resorts
HST
$13.2B
$1.96M 0.02%
111,677
+566
OHI icon
509
Omega Healthcare
OHI
$14.3B
$1.96M 0.02%
46,767
+238
RVTY icon
510
Revvity
RVTY
$10.1B
$1.93M 0.02%
22,943
SOLV icon
511
Solventum
SOLV
$11.7B
$1.93M 0.02%
26,996
CRBG icon
512
Corebridge Financial
CRBG
$11.9B
$1.92M 0.02%
57,939
+6,194
SNAP icon
513
Snap
SNAP
$8.29B
$1.8M 0.02%
217,677
+4,413
AFG icon
514
American Financial Group
AFG
$10.7B
$1.78M 0.02%
12,241
-15
ALGN icon
515
Align Technology
ALGN
$12.1B
$1.76M 0.02%
13,919
-62
JBHT icon
516
JB Hunt Transport Services
JBHT
$20.4B
$1.67M 0.01%
12,386
BAP icon
517
Credicorp
BAP
$27.1B
$1.64M 0.01%
6,202
+4,202
REXR icon
518
Rexford Industrial Realty
REXR
$8.28B
$1.6M 0.01%
38,599
+200
DAL icon
519
Delta Air Lines
DAL
$38.7B
$1.6M 0.01%
28,023
BSY icon
520
Bentley Systems
BSY
$11.8B
$1.6M 0.01%
30,590
TME icon
521
Tencent Music
TME
$21.5B
$1.6M 0.01%
67,714
+35,772
TXT icon
522
Textron
TXT
$16.1B
$1.54M 0.01%
18,404
+8,817
ERIE icon
523
Erie Indemnity
ERIE
$12.8B
$1.53M 0.01%
4,853
CUBE icon
524
CubeSmart
CUBE
$9.12B
$1.49M 0.01%
36,863
+187
EGP icon
525
EastGroup Properties
EGP
$10.2B
$1.45M 0.01%
8,622
+175
19 20
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