II
IFM Investors Portfolio holdings
AUM $10.5B
1-Year Return
24.82%
This Quarter Return
+4.6%
1 Year Return
+24.82%
3 Year Return
+109.38%
5 Year Return
+188.58%
10 Year Return
–
AUM
$9.84B
AUM Growth
-$584M
(-5.6%)
Cap. Flow
-$816M
Cap. Flow
% of AUM
-8.3%
Top 10 Holdings %
Top 10 Hldgs %
35.03%
Holding
685
New
4
Increased
61
Reduced
562
Closed
11
Top Buys
| 1 |
Carvana
CVNA
|
+$4.26M |
| 2 |
Super Micro Computer
SMCI
|
+$2.9M |
| 3 |
Nutanix
NTNX
|
+$2.85M |
| 4 |
Annaly Capital Management
NLY
|
+$936K |
| 5 |
Halliburton
HAL
|
+$895K |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$57.8M |
| 2 |
Microsoft
MSFT
|
+$50.6M |
| 3 |
Apple
AAPL
|
+$34M |
| 4 |
Amazon
AMZN
|
+$33.2M |
| 5 |
Meta Platforms (Facebook)
META
|
+$22M |
Sector Composition
| 1 | Technology | 32.43% |
| 2 | Financials | 12.29% |
| 3 | Consumer Discretionary | 11.19% |
| 4 | Healthcare | 9.93% |
| 5 | Communication Services | 9.49% |
