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
$1.76B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.87M
3
+$4.7M
4
DOW icon
Dow Inc
DOW
+$2.68M
5
META icon
Meta Platforms (Facebook)
META
+$2.4M

Top Sells

1
+$1.57M
2
+$1.25M
3
+$310K
4
MAT icon
Mattel
MAT
+$275K
5
GT icon
Goodyear
GT
+$263K

Sector Composition

1 Technology 19.22%
2 Financials 15.47%
3 Healthcare 13.61%
4 Consumer Discretionary 10.53%
5 Communication Services 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$274K 0.02%
15,244
602
$242K 0.01%
1,949
+126
603
$237K 0.01%
6,448
604
$231K 0.01%
9,645
605
$224K 0.01%
6,676
-147
606
$222K 0.01%
6,756
607
$218K 0.01%
8,743
-521
608
$215K 0.01%
6,580
609
$213K 0.01%
+6,927
610
$213K 0.01%
6,676
611
$211K 0.01%
5,008
612
– –
-10,031
613
– –
-2,644
614
– –
-21,148
615
– –
-7,847
616
– –
-14,482
617
– –
-9,595
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