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
$9.23B
AUM Growth
-$612M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.71M
3
+$3.5M
4
MSTR icon
Strategy Inc
MSTR
+$2.5M
5
SCHW icon
Charles Schwab
SCHW
+$1.77M

Top Sells

1
+$6.59M
2
+$6.34M
3
+$6.19M
4
DUK icon
Duke Energy
DUK
+$5.81M
5
AMT icon
American Tower
AMT
+$5.67M

Sector Composition

1 Technology 30.27%
2 Financials 13.41%
3 Healthcare 11.15%
4 Consumer Discretionary 10.4%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$493K 0.01%
23,529
-3,447
602
$481K 0.01%
25,290
-3,705
603
$463K 0.01%
4,629
604
$461K 0.01%
19,075
-2,837
605
$460K 0.01%
31,942
606
$457K 0.01%
15,565
-2,280
607
$440K ﹤0.01%
41,189
-6,034
608
$440K ﹤0.01%
3,784
-3,299
609
$379K ﹤0.01%
40,312
-6,610
610
$371K ﹤0.01%
1,991
-524
611
$340K ﹤0.01%
6,364
-5,519
612
$328K ﹤0.01%
7,353
-6,412
613
$324K ﹤0.01%
40,322
-6,012
614
$321K ﹤0.01%
41,544
-6,087
615
$318K ﹤0.01%
8,979
-1,315
616
$316K ﹤0.01%
10,131
-1,285
617
$315K ﹤0.01%
8,507
618
$314K ﹤0.01%
4,016
-3,520
619
$308K ﹤0.01%
5,082
-4,189
620
$308K ﹤0.01%
11,528
-1,715
621
$308K ﹤0.01%
17,678
-2,734
622
$306K ﹤0.01%
5,661
-859
623
$301K ﹤0.01%
3,981
-3,453
624
$271K ﹤0.01%
14,517
-2,127
625
$270K ﹤0.01%
4,105
-3,560
23 24
25
26 27