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
$1.56B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.36M
3
+$5.23M
4
DIS icon
Walt Disney
DIS
+$3.42M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Top Sells

1
+$2.86M
2
+$1.29M
3
+$713K
4
DELL icon
Dell
DELL
+$601K
5
SCG
Scana
SCG
+$379K

Sector Composition

1 Technology 18.96%
2 Financials 14.93%
3 Healthcare 14.12%
4 Consumer Discretionary 10.54%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$288K 0.02%
50,928
577
$287K 0.02%
3,595
+393
578
$277K 0.02%
2,307
579
$275K 0.02%
21,148
-1,458
580
$263K 0.02%
14,482
-1,448
581
$259K 0.02%
3,064
582
$258K 0.02%
6,950
583
$244K 0.02%
5,182
584
$241K 0.02%
1,823
585
$236K 0.02%
6,792
586
$234K 0.02%
+6,448
587
$231K 0.01%
+9,264
588
$224K 0.01%
5,008
589
$221K 0.01%
+6,756
590
$209K 0.01%
10,389
591
$209K 0.01%
6,580
-605
592
$208K 0.01%
+9,595
593
$206K 0.01%
10,031
594
– –
-7,940
595
– –
-27,003
596
– –
-59,411
597
– –
-30,011
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