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
$1.06B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.2M
3
+$10M
4
META icon
Meta Platforms (Facebook)
META
+$6.66M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.99M

Top Sells

1
+$2.29M
2
+$1.61M
3
+$681K
4
TNL icon
Travel + Leisure Co
TNL
+$391K
5
DBRG icon
DigitalBridge
DBRG
+$255K

Sector Composition

1 Technology 18.33%
2 Financials 16%
3 Healthcare 13.21%
4 Communication Services 10.66%
5 Consumer Discretionary 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$226K 0.02%
+2,800
577
$225K 0.02%
+3,546
578
$219K 0.02%
+1,980
579
$218K 0.02%
+1,091
580
$211K 0.02%
+4,914
581
$206K 0.02%
+1,239
582
$200K 0.02%
+5,197
583
– –
-13,835
584
– –
-24,165
585
– –
-7,562
586
– –
-5,756
587
– –
-11,356
20 21 22 23
24