II

IFM Investors Portfolio holdings

AUM $11.4B
1-Year Est. Return 27.82%
This Quarter Est. Return
1 Year Est. Return
+27.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.25M
3
+$3.99M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
CSL icon
Carlisle Companies
CSL
+$2.74M

Top Sells

1
+$1.81M
2
+$698K
3
+$375K
4
CVX icon
Chevron
CVX
+$296K
5
CVNA icon
Carvana
CVNA
+$243K

Sector Composition

1 Technology 24.56%
2 Healthcare 14.69%
3 Financials 12.39%
4 Consumer Discretionary 11.46%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$939K 0.02%
30,707
+3,661
577
$912K 0.02%
32,485
578
$901K 0.02%
9,876
-554
579
$889K 0.02%
15,756
580
$878K 0.02%
18,549
581
$870K 0.02%
13,485
+123
582
$870K 0.02%
23,852
+186
583
$866K 0.02%
6,197
584
$850K 0.02%
13,807
-593
585
$848K 0.02%
56,120
586
$836K 0.02%
25,720
587
$834K 0.02%
3,765
588
$761K 0.01%
61,294
589
$740K 0.01%
868
-47
590
$719K 0.01%
23,330
591
$672K 0.01%
15,154
+111
592
$658K 0.01%
14,481
593
$656K 0.01%
34,993
594
$648K 0.01%
11,017
-845
595
$632K 0.01%
12,410
596
$606K 0.01%
22,195
597
$596K 0.01%
43,125
598
$596K 0.01%
6,023
+56
599
$595K 0.01%
25,695
600
$582K 0.01%
6,698
22 23
24
25 26