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
$5.45B
AUM Growth
+$619M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$32.6M
3
+$31M
4
TXN icon
Texas Instruments
TXN
+$22.9M
5
SCHW icon
Charles Schwab
SCHW
+$16.4M

Top Sells

1
+$7.55M
2
+$4.08M
3
+$3.47M
4
ORCL icon
Oracle
ORCL
+$2.17M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.13M

Sector Composition

1 Technology 28.21%
2 Healthcare 13.26%
3 Financials 12.65%
4 Consumer Discretionary 12.61%
5 Communication Services 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$348K 0.01%
10,502
602
$316K 0.01%
7,300
603
$271K 0.01%
26,642
+1,046
604
– –
-32,462
605
– –
-17,909
606
– –
-12,806
607
– –
-16,487
608
– –
-1,339
609
– –
-5,327
610
– –
-14,917
611
– –
-36,561
612
– –
-19,829
613
– –
-30,178
614
– –
-24,794
615
– –
-15,336
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