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
651
$152K ﹤0.01%
34,029
-4,906
652
$136K ﹤0.01%
12,449
-9,415
653
$119K ﹤0.01%
15,832
-2,319
654
$114K ﹤0.01%
21,073
-3,037
655
– –
-28,748
656
– –
-5,567
657
– –
-20,072
658
– –
-7,709
659
– –
-4,342
660
– –
-10,956
661
– –
-17,037
662
– –
-5,265
663
– –
-44,333
664
– –
-46,019
665
– –
-6,368
666
– –
-31,973
667
– –
-25,320
668
– –
-12,922
669
– –
-22,349
670
– –
-4,463
671
– –
-27,535
672
– –
-19,182
673
– –
-8,630
674
– –
-19,104
675
– –
-5,060
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