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
$1.24B
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.45M
3
+$3.35M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.8M
5
META icon
Meta Platforms (Facebook)
META
+$1.75M

Top Sells

1
+$3.48M
2
+$2.81M
3
+$2.43M
4
COL
Rockwell Collins
COL
+$1.21M
5
CA
CA, Inc.
CA
+$794K

Sector Composition

1 Technology 18.12%
2 Financials 15.34%
3 Healthcare 15.04%
4 Consumer Discretionary 10.43%
5 Communication Services 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$240K 0.02%
3,697
-27
577
$236K 0.02%
6,172
578
$235K 0.02%
3,064
+8
579
$231K 0.02%
7,185
-33
580
$228K 0.02%
6,950
-1,050
581
$228K 0.02%
12,931
+23
582
$228K 0.02%
5,182
+9
583
$226K 0.02%
22,606
+2,769
584
$214K 0.02%
6,792
+839
585
$201K 0.02%
5,008
+220
586
$192K 0.02%
29,326
+1,311
587
$173K 0.01%
+10,389
588
$161K 0.01%
+10,031
589
– –
-17,984
590
– –
-15,105
591
– –
-8,623
592
– –
-17,148
593
– –
-29,622
594
– –
-11,122
595
– –
-5,714
596
– –
-11,178
597
– –
-8,773
598
– –
-8,825
599
– –
-24,923
600
– –
-6,793
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