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
$1.56B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.36M
3
+$5.23M
4
DIS icon
Walt Disney
DIS
+$3.42M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Top Sells

1
+$2.86M
2
+$1.29M
3
+$713K
4
DELL icon
Dell
DELL
+$601K
5
SCG
Scana
SCG
+$379K

Sector Composition

1 Technology 18.96%
2 Financials 14.93%
3 Healthcare 14.12%
4 Consumer Discretionary 10.54%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.86M 0.44%
28,313
+2,999
52
$6.79M 0.44%
1,512,000
+166,720
53
$6.68M 0.43%
63,005
+6,645
54
$6.47M 0.42%
73,173
+10,727
55
$6.15M 0.39%
82,769
+3,579
56
$5.85M 0.38%
121,128
+12,432
57
$5.82M 0.37%
53,186
+6,031
58
$5.66M 0.36%
113,620
+8,665
59
$5.53M 0.36%
28,085
+2,624
60
$5.49M 0.35%
84,409
+9,370
61
$5.38M 0.35%
3,082
+315
62
$5.36M 0.34%
45,763
+4,830
63
$5.27M 0.34%
38,920
+4,374
64
$5.16M 0.33%
47,169
+4,928
65
$5.11M 0.33%
107,032
+12,737
66
$5.09M 0.33%
88,641
+12,657
67
$5.08M 0.33%
76,149
+8,674
68
$5.06M 0.32%
45,303
+5,433
69
$4.81M 0.31%
99,836
+10,282
70
$4.81M 0.31%
16,746
+1,838
71
$4.74M 0.3%
94,895
+10,315
72
$4.65M 0.3%
15,485
+1,793
73
$4.6M 0.29%
85,242
+10,348
74
$4.5M 0.29%
28,199
+2,902
75
$4.47M 0.29%
78,398
-2,902
1 2
3
4 5