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
$6.59B
AUM Growth
+$638M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.5M
3
+$6.35M
4
GEHC icon
GE HealthCare
GEHC
+$5.5M
5
TEAM icon
Atlassian
TEAM
+$5.15M

Top Sells

1
+$4.82M
2
+$2.5M
3
+$1.76M
4
SBNY
Signature Bank
SBNY
+$1.41M
5
MPC icon
Marathon Petroleum
MPC
+$1.12M

Sector Composition

1 Technology 27.82%
2 Healthcare 14.26%
3 Financials 12.04%
4 Consumer Discretionary 10.63%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$593K 0.01%
7,376
+137
602
$587K 0.01%
18,747
+831
603
$515K 0.01%
17,959
+1,614
604
$479K 0.01%
9,236
+219
605
$473K 0.01%
12,648
+267
606
$450K 0.01%
32,135
+659
607
$428K 0.01%
20,740
+770
608
$423K 0.01%
8,639
+562
609
$417K 0.01%
3,149
+370
610
$409K 0.01%
43,823
+698
611
$401K 0.01%
5,061
-71
612
$399K 0.01%
8,283
+657
613
$362K 0.01%
4,989
+412
614
$346K 0.01%
22,763
+1,572
615
$345K 0.01%
5,571
-79
616
$337K 0.01%
8,951
-127
617
$311K ﹤0.01%
37,572
+2,276
618
$244K ﹤0.01%
2,256
-18
619
$203K ﹤0.01%
10,658
+606
620
$170K ﹤0.01%
+23,325
621
$151K ﹤0.01%
23,583
+1,172
622
$122K ﹤0.01%
14,938
+1,680
623
$63.9K ﹤0.01%
7,828
+513
624
$37.2K ﹤0.01%
10,489
625
– –
-12,230
22 23 24
25
26