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
$1.94B
AUM Growth
-$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.73M
3
+$1.37M
4
CARR icon
Carrier Global
CARR
+$1.36M
5
MRNA icon
Moderna
MRNA
+$1.3M

Top Sells

1
+$47.2M
2
+$40.9M
3
+$31.5M
4
META icon
Meta Platforms (Facebook)
META
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12M

Sector Composition

1 Technology 25.3%
2 Healthcare 14.6%
3 Financials 12.87%
4 Consumer Discretionary 11.21%
5 Communication Services 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8M 0.41%
156,511
-71,554
52
$7.9M 0.41%
68,386
-24,135
53
$7.72M 0.4%
84,615
-34,400
54
$7.66M 0.39%
56,713
-21,524
55
$7.62M 0.39%
52,685
-22,120
56
$7.42M 0.38%
289,692
-128,003
57
$7.14M 0.37%
92,846
-33,220
58
$6.89M 0.35%
111,823
-17,153
59
$6.58M 0.34%
50,492
-18,109
60
$6.43M 0.33%
87,364
-31,845
61
$6.21M 0.32%
95,623
-33,160
62
$6.12M 0.31%
11,239
-335
63
$6.08M 0.31%
45,325
-19,088
64
$5.92M 0.3%
17,973
-7,990
65
$5.72M 0.29%
51,444
-17,931
66
$5.67M 0.29%
19,152
-6,465
67
$5.66M 0.29%
13,965
-5,297
68
$5.57M 0.29%
30,411
-22,868
69
$5.56M 0.29%
10,901
-4,510
70
$5.48M 0.28%
18,884
-6,591
71
$5.41M 0.28%
105,870
-45,002
72
$5.16M 0.27%
40,824
-15,818
73
$5.15M 0.27%
27,463
-10,103
74
$5.13M 0.26%
30,640
-10,777
75
$5.09M 0.26%
54,574
-20,270
1 2
3
4 5