II
IFM Investors Portfolio holdings
AUM
$10.5B
1-Year Return
24.82%
This Quarter Return
+14.5%
1 Year Return
+24.82%
3 Year Return
+109.38%
5 Year Return
+188.58%
10 Year Return
–
AUM
$10.5B
AUM Growth
+$1.28B
(+14%)
Cap. Flow
+$310M
Cap. Flow
% of AUM
2.95%
Top 10 Holdings %
Top 10 Hldgs %
35.33%
Holding
655
New
1
Increased
434
Reduced
166
Closed
38
Top Buys
| 1 |
NVIDIA
NVDA
|
+$25.4M |
| 2 |
Microsoft
MSFT
|
+$25.2M |
| 3 |
Apple
AAPL
|
+$21.7M |
| 4 |
Amazon
AMZN
|
+$19M |
| 5 |
Meta Platforms (Facebook)
META
|
+$13.3M |
Top Sells
| 1 |
DFS
Discover Financial Services
DFS
|
+$8.33M |
| 2 |
ANSS
Ansys
ANSS
|
+$5.02M |
| 3 |
Prologis
PLD
|
+$3.46M |
| 4 |
Assurant
AIZ
|
+$2.66M |
| 5 |
Host Hotels & Resorts
HST
|
+$2.62M |
Sector Composition
| 1 | Technology | 33.89% |
| 2 | Financials | 13.13% |
| 3 | Consumer Discretionary | 10.55% |
| 4 | Communication Services | 10.09% |
| 5 | Healthcare | 9.32% |
