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
$1.56B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.36M
3
+$5.23M
4
DIS icon
Walt Disney
DIS
+$3.42M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Top Sells

1
+$2.86M
2
+$1.29M
3
+$713K
4
DELL icon
Dell
DELL
+$601K
5
SCG
Scana
SCG
+$379K

Sector Composition

1 Technology 18.96%
2 Financials 14.93%
3 Healthcare 14.12%
4 Consumer Discretionary 10.54%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$400K 0.03%
5,727
527
$399K 0.03%
15,244
+2,048
528
$397K 0.03%
18,782
+5,851
529
$395K 0.03%
22,114
530
$394K 0.03%
8,280
531
$393K 0.03%
+18,274
532
$393K 0.03%
2,981
533
$390K 0.03%
5,061
534
$389K 0.03%
8,512
-379
535
$389K 0.03%
9,220
+1,447
536
$387K 0.02%
17,369
537
$385K 0.02%
8,519
538
$381K 0.02%
6,862
539
$380K 0.02%
22,616
-942
540
$377K 0.02%
2,443
+52
541
$376K 0.02%
20,217
542
$370K 0.02%
8,545
+1,396
543
$368K 0.02%
10,325
544
$364K 0.02%
17,003
545
$362K 0.02%
3,819
546
$362K 0.02%
2,794
547
$361K 0.02%
8,842
+779
548
$361K 0.02%
2,816
549
$358K 0.02%
9,645
550
$356K 0.02%
2,566
20 21
22
23 24