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
601
$459K 0.01%
12,381
+472
602
$456K 0.01%
32,656
603
$439K 0.01%
16,345
604
$390K 0.01%
5,132
-8,353
605
$381K 0.01%
+7,626
606
$377K 0.01%
2,779
607
$367K 0.01%
9,017
608
$359K 0.01%
9,078
-14,774
609
$343K 0.01%
8,077
610
$338K 0.01%
34,993
611
$292K ﹤0.01%
35,296
612
$290K ﹤0.01%
5,650
-9,504
613
$289K ﹤0.01%
21,191
614
$263K ﹤0.01%
+4,577
615
$245K ﹤0.01%
2,274
-3,749
616
$206K ﹤0.01%
4,915
-8,009
617
$205K ﹤0.01%
2,920
-4,758
618
$205K ﹤0.01%
10,052
619
$158K ﹤0.01%
22,411
620
$98.8K ﹤0.01%
13,258
621
$58K ﹤0.01%
10,489
-17,539
622
$56.8K ﹤0.01%
7,315
623
– –
-20,206
624
– –
-62,278
625
– –
-2,407
23 24
25
26 27