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
$1.94B
AUM Growth
-$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.73M
3
+$1.37M
4
CARR icon
Carrier Global
CARR
+$1.36M
5
MRNA icon
Moderna
MRNA
+$1.3M

Top Sells

1
+$47.2M
2
+$40.9M
3
+$31.5M
4
META icon
Meta Platforms (Facebook)
META
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12M

Sector Composition

1 Technology 25.3%
2 Healthcare 14.6%
3 Financials 12.87%
4 Consumer Discretionary 11.21%
5 Communication Services 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$332K 0.02%
10,641
-7,054
577
$328K 0.02%
10,805
-9,389
578
$325K 0.02%
+5,598
579
$321K 0.02%
11,458
-7,170
580
$320K 0.02%
29,713
-15,852
581
$299K 0.02%
10,230
-5,974
582
$293K 0.02%
8,560
-6,068
583
$292K 0.02%
11,495
+5,104
584
$289K 0.01%
23,095
-12,142
585
$277K 0.01%
+9,945
586
$275K 0.01%
17,723
+936
587
$263K 0.01%
3,633
-447
588
$229K 0.01%
7,590
-1,760
589
$223K 0.01%
2,242
-3,099
590
$86K ﹤0.01%
+707
591
$5K ﹤0.01%
+31,784
592
– –
-88,931
593
– –
-29,730
594
– –
-5,641
595
– –
-49,232
596
– –
-9,394
597
– –
-3,562
598
– –
-10,989
599
– –
-87,497
600
– –
-17,746
22 23
24
25 26