II
IFM Investors Portfolio holdings
AUM $10.5B
1-Year Return
24.82%
This Quarter Return
+0.71%
1 Year Return
+24.82%
3 Year Return
+109.38%
5 Year Return
+188.58%
10 Year Return
–
AUM
$4.83B
AUM Growth
-$57.6M
(-1.2%)
Cap. Flow
-$46.2M
Cap. Flow
% of AUM
-0.96%
Top 10 Holdings %
Top 10 Hldgs %
28.45%
Holding
610
New
7
Increased
248
Reduced
173
Closed
25
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
+$104M |
| 2 |
Amazon
AMZN
|
+$12M |
| 3 |
Snowflake
SNOW
|
+$6.74M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$5.69M |
| 5 |
Tesla
TSLA
|
+$5.52M |
Top Sells
| 1 |
Salesforce
CRM
|
+$30M |
| 2 |
Pfizer
PFE
|
+$28.7M |
| 3 |
PepsiCo
PEP
|
+$26.8M |
| 4 |
Accenture
ACN
|
+$24.8M |
| 5 |
Texas Instruments
TXN
|
+$23.6M |
Sector Composition
| 1 | Technology | 26.02% |
| 2 | Financials | 13.59% |
| 3 | Healthcare | 12.95% |
| 4 | Consumer Discretionary | 12.77% |
| 5 | Communication Services | 12.07% |
