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
$7.61B
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.3M
3
+$11.8M
4
AMZN icon
Amazon
AMZN
+$7.92M
5
NVDA icon
NVIDIA
NVDA
+$7.45M

Top Sells

1
+$8.37M
2
+$4.28M
3
+$3.53M
4
NSC icon
Norfolk Southern
NSC
+$2.89M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.88M

Sector Composition

1 Technology 29.14%
2 Healthcare 13.21%
3 Financials 11.81%
4 Consumer Discretionary 11.05%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$325K ﹤0.01%
10,051
+791
627
$312K ﹤0.01%
5,040
-274
628
$296K ﹤0.01%
18,504
629
$288K ﹤0.01%
9,541
+751
630
$256K ﹤0.01%
4,253
+449
631
$249K ﹤0.01%
3,712
632
$244K ﹤0.01%
13,371
+723
633
$240K ﹤0.01%
37,572
634
$215K ﹤0.01%
23,583
635
$181K ﹤0.01%
14,717
+1,159
636
$162K ﹤0.01%
10,658
637
$131K ﹤0.01%
27,729
-1,507
638
$127K ﹤0.01%
14,938
639
$111K ﹤0.01%
23,325
640
$33.2K ﹤0.01%
7,828
641
– –
-26,577
642
– –
-40,290
643
– –
-8,927
644
– –
-14,468
645
– –
-32,078
22 23 24 25
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