II

IFM Investors Portfolio holdings

AUM $12B
1-Year Est. Return 26.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$870M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1 +$95.2M
2 +$8.78M
3 +$5.24M
4
SOFI icon
SoFi Technologies
SOFI
+$4.98M
5
TPR icon
Tapestry
TPR
+$4.41M

Top Sells

1 +$8.92M
2 +$4.29M
3 +$3.3M
4
JNPR
Juniper Networks
JNPR
+$3.09M
5
META icon
Meta Platforms (Facebook)
META
+$2.75M

Sector Composition

1 Technology 34.63%
2 Financials 12.7%
3 Consumer Discretionary 10.68%
4 Communication Services 10.66%
5 Healthcare 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GTY
601
Getty Realty Corp
GTY
$1.99B
$228K ﹤0.01%
8,536
+216
SILA
602
Sila Realty Trust
SILA
$1.36B
$224K ﹤0.01%
8,923
JBGS
603
JBG SMITH
JBGS
$872M
$220K ﹤0.01%
10,058
-1,786
PEB icon
604
Pebblebrook Hotel Trust
PEB
$1.45B
$217K ﹤0.01%
18,948
-228
MGEE icon
605
MGE Energy Inc
MGEE
$2.81B
$217K ﹤0.01%
2,610
CPK icon
606
Chesapeake Utilities
CPK
$3.09B
$217K ﹤0.01%
+1,620
VSAT icon
607
Viasat
VSAT
$6.29B
$214K ﹤0.01%
+7,392
AVA icon
608
Avista
AVA
$3.23B
$214K ﹤0.01%
5,677
ALEX
609
Alexander & Baldwin
ALEX
$1.52B
$213K ﹤0.01%
11,690
PGRE
610
DELISTED
Paramount Group
PGRE
$196K ﹤0.01%
30,107
+480
UMH
611
UMH Properties
UMH
$1.27B
$189K ﹤0.01%
12,812
+295
VRE
612
Veris Residential
VRE
$1.76B
$185K ﹤0.01%
12,607
RLJ icon
613
RLJ Lodging Trust
RLJ
$1.19B
$179K ﹤0.01%
24,104
PDM
614
Piedmont Realty Trust
PDM
$879M
$174K ﹤0.01%
19,826
ESRT icon
615
Empire State Realty Trust
ESRT
$916M
$170K ﹤0.01%
22,246
+355
AIV
616
Aimco
AIV
$609M
$164K ﹤0.01%
21,170
KW icon
617
Kennedy-Wilson Holdings
KW
$1.5B
$163K ﹤0.01%
19,399
HE icon
618
Hawaiian Electric Industries
HE
$2.55B
$139K ﹤0.01%
12,449
BDN
619
Brandywine Realty Trust
BDN
$526M
$121K ﹤0.01%
27,752
+539
AVTR icon
620
Avantor
AVTR
$5.56B
-124,065
AWR icon
621
American States Water
AWR
$2.87B
-2,710
CAG icon
622
Conagra Brands
CAG
$8.65B
-93,676
CPB icon
623
Campbell Soup
CPB
$7.36B
-34,256
HES
624
DELISTED
Hess
HES
-64,354
JNPR
625
DELISTED
Juniper Networks
JNPR
-77,338