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
$1.94B
AUM Growth
-$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.73M
3
+$1.37M
4
CARR icon
Carrier Global
CARR
+$1.36M
5
MRNA icon
Moderna
MRNA
+$1.3M

Top Sells

1
+$47.2M
2
+$40.9M
3
+$31.5M
4
META icon
Meta Platforms (Facebook)
META
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12M

Sector Composition

1 Technology 25.3%
2 Healthcare 14.6%
3 Financials 12.87%
4 Consumer Discretionary 11.21%
5 Communication Services 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$491K 0.03%
17,376
+67
527
$489K 0.03%
17,311
-5,433
528
$488K 0.03%
28,440
-6,843
529
$483K 0.02%
14,071
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530
$483K 0.02%
23,043
-6,723
531
$482K 0.02%
10,238
-1,644
532
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10,836
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533
$477K 0.02%
30,043
-6,336
534
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12,404
-6,473
535
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15,664
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536
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29,244
-24,805
537
$462K 0.02%
15,083
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538
$460K 0.02%
9,866
-1,735
539
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5,356
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540
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541
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542
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8,489
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543
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10,744
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544
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10,503
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545
$437K 0.02%
16,290
-1,305
546
$434K 0.02%
12,234
-4,828
547
$429K 0.02%
12,632
-3,091
548
$419K 0.02%
10,321
-3,714
549
$416K 0.02%
9,979
-128
550
$415K 0.02%
15,924
-10,101
20 21
22
23 24