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
$4.89B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$45.6M
3
+$35.4M
4
ACN icon
Accenture
ACN
+$24.8M
5
META icon
Meta Platforms (Facebook)
META
+$19.9M

Top Sells

1
+$67.7M
2
+$4.02M
3
+$1.84M
4
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$1.07M
5
IVZ icon
Invesco
IVZ
+$1.05M

Sector Composition

1 Technology 27.03%
2 Financials 13.89%
3 Healthcare 13.38%
4 Consumer Discretionary 12.18%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.8M 0.4%
95,065
+18,509
52
$19.5M 0.4%
275,668
+51,905
53
$19.1M 0.39%
78,326
+13,769
54
$18.8M 0.38%
256,992
+48,569
55
$18.8M 0.38%
97,071
+17,729
56
$17.8M 0.36%
36,213
+7,921
57
$17.8M 0.36%
20,288
+3,845
58
$17.7M 0.36%
126,314
+23,654
59
$17.6M 0.36%
123,433
+23,544
60
$17.5M 0.36%
190,613
+37,220
61
$17.5M 0.36%
45,988
+10,537
62
$17.5M 0.36%
156,092
+29,425
63
$17.2M 0.35%
201,464
+38,678
64
$16.1M 0.33%
66,469
+12,503
65
$15.8M 0.32%
72,650
+14,289
66
$15.5M 0.32%
57,500
+9,975
67
$15.5M 0.32%
230,515
+38,530
68
$15.2M 0.31%
162,185
+32,092
69
$15.2M 0.31%
63,414
+16,033
70
$15.2M 0.31%
91,712
+17,260
71
$15M 0.31%
90,470
+15,861
72
$14.7M 0.3%
47,979
+8,829
73
$14.6M 0.3%
175,514
+35,177
74
$14.6M 0.3%
26,507
+5,082
75
$14.3M 0.29%
196,725
+29,466
1 2
3
4 5