II

IFM Investors Portfolio holdings

AUM $11.4B
1-Year Est. Return 27.82%
This Quarter Est. Return
1 Year Est. Return
+27.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$25.2M
3
+$21.7M
4
AMZN icon
Amazon
AMZN
+$19M
5
META icon
Meta Platforms (Facebook)
META
+$13.3M

Top Sells

1
+$8.33M
2
+$5.02M
3
+$3.46M
4
AIZ icon
Assurant
AIZ
+$2.66M
5
HST icon
Host Hotels & Resorts
HST
+$2.62M

Sector Composition

1 Technology 33.89%
2 Financials 13.13%
3 Consumer Discretionary 10.55%
4 Communication Services 10.09%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NNN icon
526
NNN REIT
NNN
$7.96B
$1.31M 0.01%
30,302
-7,447
SCCO icon
527
Southern Copper
SCCO
$105B
$1.29M 0.01%
12,854
ACI icon
528
Albertsons Companies
ACI
$10.2B
$1.28M 0.01%
59,730
+9,912
BRX icon
529
Brixmor Property Group
BRX
$8.61B
$1.28M 0.01%
49,328
-11,307
ADC icon
530
Agree Realty
ADC
$8.6B
$1.28M 0.01%
17,540
-3,029
BF.B icon
531
Brown-Forman Class B
BF.B
$13.2B
$1.2M 0.01%
44,607
-9,014
H icon
532
Hyatt Hotels
H
$14.2B
$1.17M 0.01%
8,381
-636
UAL icon
533
United Airlines
UAL
$32.2B
$1.13M 0.01%
14,130
-2,355
STAG icon
534
STAG Industrial
STAG
$7.21B
$1.1M 0.01%
30,245
-6,372
VNO icon
535
Vornado Realty Trust
VNO
$7.56B
$1.09M 0.01%
28,576
-6,888
CPB icon
536
Campbell Soup
CPB
$9.21B
$1.05M 0.01%
34,256
EPRT icon
537
Essential Properties Realty Trust
EPRT
$6.17B
$1.02M 0.01%
31,867
-3,372
FR icon
538
First Industrial Realty Trust
FR
$7.43B
$998K 0.01%
20,737
-5,987
AHR icon
539
American Healthcare REIT
AHR
$7.47B
$938K 0.01%
25,533
-5,007
RHP icon
540
Ryman Hospitality Properties
RHP
$5.49B
$933K 0.01%
9,456
-2,325
CTRE icon
541
CareTrust REIT
CTRE
$7.83B
$928K 0.01%
30,326
-7,432
TRNO icon
542
Terreno Realty
TRNO
$6.3B
$920K 0.01%
16,403
-3,394
UHAL.B icon
543
U-Haul Holding Co Series N
UHAL.B
$9.51B
$875K 0.01%
16,102
HR icon
544
Healthcare Realty
HR
$6.56B
$843K 0.01%
53,168
-18,296
CUZ icon
545
Cousins Properties
CUZ
$4.47B
$815K 0.01%
27,124
-6,612
KRG icon
546
Kite Realty
KRG
$5.04B
$802K 0.01%
35,422
-8,192
RAL
547
Ralliant Corp
RAL
$4.89B
$775K 0.01%
+15,985
YUMC icon
548
Yum China
YUMC
$16.2B
$775K 0.01%
17,333
PNW icon
549
Pinnacle West Capital
PNW
$11B
$770K 0.01%
8,608
+523
TXT icon
550
Textron
TXT
$14.3B
$770K 0.01%
9,587
-7,707
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