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
$5.95B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.7M
3
+$4.66M
4
PLD icon
Prologis
PLD
+$3.97M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.71M

Top Sells

1
+$9.6M
2
+$9.16M
3
+$7.04M
4
DUK icon
Duke Energy
DUK
+$5.43M
5
SO icon
Southern Company
SO
+$5.31M

Sector Composition

1 Technology 24.34%
2 Healthcare 15.97%
3 Financials 13.39%
4 Consumer Discretionary 9.77%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.03M 0.02%
10,220
+249
577
$1.02M 0.02%
15,756
578
$1.02M 0.02%
56,120
579
$1.01M 0.02%
18,549
580
$1.01M 0.02%
9,876
581
$998K 0.02%
76,289
+8,143
582
$984K 0.02%
+54,572
583
$873K 0.01%
11,690
584
$870K 0.01%
25,831
+2,501
585
$869K 0.01%
3,765
586
$822K 0.01%
67,294
+6,000
587
$820K 0.01%
7,998
+1,300
588
$811K 0.01%
22,905
-4,604
589
$780K 0.01%
5,079
-5,183
590
$764K 0.01%
22,195
591
$754K 0.01%
144,380
-13,014
592
$748K 0.01%
6,241
-5,907
593
$738K 0.01%
18,136
594
$713K 0.01%
+12,969
595
$676K 0.01%
209,981
+26,588
596
$645K 0.01%
66,115
597
$605K 0.01%
43,125
598
$577K 0.01%
19,970
599
$510K 0.01%
17,916
600
$494K 0.01%
7,239
+1,042
22 23
24
25 26