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
551
$410K 0.02%
11,830
-6,193
552
$406K 0.02%
+9,998
553
$406K 0.02%
6,287
-3,550
554
$396K 0.02%
14,854
-15,399
555
$394K 0.02%
3,686
-2,369
556
$393K 0.02%
10,853
-4,164
557
$391K 0.02%
23,987
-11,072
558
$388K 0.02%
33,530
-6,007
559
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10,159
-3,310
560
$384K 0.02%
17,626
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561
$379K 0.02%
30,930
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562
$377K 0.02%
19,580
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563
$377K 0.02%
3,642
-1,835
564
$367K 0.02%
4,680
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565
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5,284
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15,905
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567
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5,573
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$352K 0.02%
8,489
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$351K 0.02%
6,291
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571
$350K 0.02%
12,444
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572
$349K 0.02%
29,463
+794
573
$339K 0.02%
4,079
-1,287
574
$335K 0.02%
1,746
-351
575
$332K 0.02%
15,730
-3,989
21 22
23
24 25