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
$5.95B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.7M
3
+$4.66M
4
PLD icon
Prologis
PLD
+$3.97M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.71M

Top Sells

1
+$9.6M
2
+$9.16M
3
+$7.04M
4
DUK icon
Duke Energy
DUK
+$5.43M
5
SO icon
Southern Company
SO
+$5.31M

Sector Composition

1 Technology 24.34%
2 Healthcare 15.97%
3 Financials 13.39%
4 Consumer Discretionary 9.77%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.48M 0.02%
20,055
527
$1.48M 0.02%
38,575
+2,893
528
$1.47M 0.02%
32,382
+842
529
$1.46M 0.02%
52,878
530
$1.46M 0.02%
6,122
531
$1.46M 0.02%
90,436
532
$1.45M 0.02%
30,721
533
$1.43M 0.02%
38,540
534
$1.43M 0.02%
39,076
535
$1.42M 0.02%
5,697
+279
536
$1.41M 0.02%
47,385
+5,250
537
$1.41M 0.02%
46,895
+4,162
538
$1.41M 0.02%
12,230
+700
539
$1.4M 0.02%
5,865
540
$1.4M 0.02%
46,947
541
$1.4M 0.02%
28,242
+2,522
542
$1.37M 0.02%
13,119
543
$1.36M 0.02%
21,228
+404
544
$1.35M 0.02%
23,677
-2,567
545
$1.35M 0.02%
19,029
+720
546
$1.34M 0.02%
32,196
+402
547
$1.33M 0.02%
+6,489
548
$1.32M 0.02%
13,282
549
$1.32M 0.02%
41,314
+2,894
550
$1.3M 0.02%
15,775
20 21
22
23 24