II
IFM Investors Portfolio holdings
AUM $10.5B
This Quarter Return
-2.76%
1 Year Return
+24.82%
3 Year Return
+109.38%
5 Year Return
+188.58%
10 Year Return
–
AUM
$9.23B
AUM Growth
-$612M (-6%)
Cap. Flow
-$156M
Cap. Flow % of AUM
-1.69%
Top 10 Holdings %Top 10 Hldgs %
31.68%
Holding
678
New
4
Increased
130
Reduced
338
Closed
24
Top Buys
| 1 | $4.81M | |
| 2 | $3.71M | |
| 3 | $3.5M | |
| 4 | $2.5M | |
| 5 | $1.77M |
Top Sells
| 1 | $6.59M | |
| 2 | $6.34M | |
| 3 | $6.19M | |
| 4 | $5.81M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.67M | 0.02% | 17,084 -2,498 | -13% | -$244K | |||
| $1.61M | 0.02% | 37,749 -5,521 | -13% | -$235K | |||
| $1.61M | 0.02% | 60,635 -8,868 | -13% | -$235K | |||
| $1.59M | 0.02% | 20,569 -4,218 | -17% | -$326K | |||
| $1.57M | 0.02% | 347,511 -3,164 | -0.9% | -$14.3K | |||
| $1.56M | 0.02% | 26,749 | – | – | |||
| $1.56M | 0.02% | 21,648 -851 | -4% | -$61.3K | |||
| $1.55M | 0.02% | 124,289 | – | – | |||
| $1.51M | 0.02% | 23,053 | – | – | |||
| $1.51M | 0.02% | 35,185 -2,277 | -6% | -$97.5K | |||
| $1.5M | 0.02% | 21,323 -1,381 | -6% | -$97.3K | |||
| $1.45M | 0.02% | 13,861 -688 | -5% | -$72K | |||
| $1.44M | 0.02% | 26,724 -3,907 | -13% | -$211K | |||
| $1.44M | 0.02% | 10,975 | – | – | |||
| $1.43M | 0.02% | 17,105 | – | – | |||
| $1.42M | 0.02% | 16,147 | – | – | |||
| $1.4M | 0.02% | 22,987 -2,529 | -10% | -$154K | |||
| $1.38M | 0.01% | 35,172 | – | – | |||
| $1.38M | 0.01% | 46,470 | – | – | |||
| $1.37M | 0.01% | 34,256 | – | – | |||
| $1.36M | 0.01% | 31,406 -1,613 | -5% | -$69.8K | |||
| $1.35M | 0.01% | 43,789 -10,425 | -19% | -$323K | |||
| $1.35M | 0.01% | 120,634 -6,003 | -5% | -$67.1K | |||
| $1.32M | 0.01% | 36,617 -5,355 | -13% | -$193K | |||
| $1.32M | 0.01% | +12,558 | New | +$1.32M |
