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
$1.32B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.3M
3
+$6.19M
4
META icon
Meta Platforms (Facebook)
META
+$2.98M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.78M

Top Sells

1
+$886K
2
+$689K
3
+$576K
4
ROL icon
Rollins
ROL
+$83.1K
5
NWSA icon
News Corp Class A
NWSA
+$80.3K

Sector Composition

1 Technology 19.2%
2 Financials 15.61%
3 Healthcare 14.06%
4 Consumer Discretionary 10.62%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$278K 0.02%
5,445
+648
577
$274K 0.02%
+6,184
578
$274K 0.02%
12,908
+2,672
579
$272K 0.02%
6,990
+1,793
580
$271K 0.02%
1,876
+637
581
$270K 0.02%
5,061
+999
582
$266K 0.02%
+11,598
583
$263K 0.02%
5,953
+964
584
$256K 0.02%
+2,232
585
$235K 0.02%
8,717
-3,084
586
$223K 0.02%
+4,976
587
$217K 0.02%
+2,437
588
$216K 0.02%
+8,825
589
$210K 0.02%
+1,569
590
$209K 0.02%
+6,793
591
– –
-12,312
592
– –
-28,177
593
– –
-6,757
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