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
$695M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.1M
3
+$1.9M
4
META icon
Meta Platforms (Facebook)
META
+$1.25M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.08M

Top Sells

1
+$369K
2
+$218K
3
+$213K
4
BRX icon
Brixmor Property Group
BRX
+$195K
5
WU icon
Western Union
WU
+$56.2K

Sector Composition

1 Technology 17.69%
2 Financials 17.08%
3 Healthcare 13.26%
4 Communication Services 10.33%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.81M 0.4%
11,171
+960
52
$2.79M 0.4%
43,117
+4,216
53
$2.71M 0.39%
18,406
+1,816
54
$2.71M 0.39%
40,809
+4,034
55
$2.69M 0.39%
35,385
+3,516
56
$2.63M 0.38%
51,971
+4,830
57
$2.57M 0.37%
44,357
+3,862
58
$2.57M 0.37%
12,429
+1,267
59
$2.56M 0.37%
13,592
+1,302
60
$2.53M 0.36%
45,676
+4,349
61
$2.47M 0.36%
21,245
+2,181
62
$2.39M 0.34%
58,600
+5,724
63
$2.39M 0.34%
30,892
+3,053
64
$2.34M 0.34%
6,923
+766
65
$2.29M 0.33%
42,408
+3,647
66
$2.29M 0.33%
24,165
+2,434
67
$2.27M 0.33%
25,869
+2,418
68
$2.25M 0.32%
14,897
+1,383
69
$2.25M 0.32%
21,482
+2,127
70
$2.21M 0.32%
37,345
+3,157
71
$2.18M 0.31%
24,474
+2,559
72
$2.15M 0.31%
23,057
+1,939
73
$2.13M 0.31%
21,391
+4,647
74
$2.04M 0.29%
3,756
+349
75
$1.98M 0.28%
13,594
+1,491
1 2
3
4 5