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
601
$573K 0.01%
24,891
602
$572K 0.01%
32,656
+16,514
603
$559K 0.01%
19,970
604
$559K 0.01%
8,015
605
$532K 0.01%
20,987
606
$531K 0.01%
40,321
607
$520K 0.01%
7,678
608
$511K 0.01%
17,916
609
$482K 0.01%
183,393
610
$481K 0.01%
24,655
611
$467K 0.01%
11,697
612
$461K 0.01%
10,083
613
$461K 0.01%
10,601
614
$448K 0.01%
12,924
615
$447K 0.01%
6,351
616
$393K 0.01%
16,345
617
$377K 0.01%
6,054
+83
618
$370K 0.01%
11,365
619
$366K 0.01%
11,909
+454
620
$351K 0.01%
8,421
621
$341K 0.01%
2,779
622
$340K 0.01%
6,444
+104
623
$339K 0.01%
4,345
624
$339K 0.01%
6,771
625
$336K 0.01%
9,017
+280
22 23 24
25
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