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
551
$351K 0.02%
3,648
+565
552
$345K 0.02%
9,378
553
$344K 0.02%
+9,580
554
$343K 0.02%
2,260
555
$340K 0.02%
675
556
$339K 0.02%
3,164
+248
557
$337K 0.02%
14,912
558
$337K 0.02%
29,326
559
$336K 0.02%
6,995
+850
560
$335K 0.02%
8,311
+1,392
561
$332K 0.02%
26,686
562
$331K 0.02%
11,916
+1,314
563
$331K 0.02%
4,505
564
$329K 0.02%
2,290
+260
565
$329K 0.02%
13,762
566
$326K 0.02%
11,486
567
$321K 0.02%
6,700
+528
568
$321K 0.02%
6,235
569
$310K 0.02%
2,644
570
$306K 0.02%
3,697
571
$302K 0.02%
3,185
+280
572
$298K 0.02%
15,454
573
$296K 0.02%
6,823
-83
574
$296K 0.02%
6,676
575
$295K 0.02%
11,718
20 21 22
23
24