II

IFM Investors Portfolio holdings

AUM $11.4B
1-Year Est. Return 27.82%
This Quarter Est. Return
1 Year Est. Return
+27.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.25M
3
+$3.99M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
CSL icon
Carlisle Companies
CSL
+$2.74M

Top Sells

1
+$1.81M
2
+$698K
3
+$375K
4
CVX icon
Chevron
CVX
+$296K
5
CVNA icon
Carvana
CVNA
+$243K

Sector Composition

1 Technology 24.56%
2 Healthcare 14.69%
3 Financials 12.39%
4 Consumer Discretionary 11.46%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20.9M 0.38%
224,538
+591
52
$20.1M 0.37%
124,338
+983
53
$19.1M 0.35%
42,125
+842
54
$19.1M 0.35%
160,681
+1,639
55
$18.8M 0.34%
1,228,269
+14,932
56
$18.4M 0.33%
60,129
57
$18.4M 0.33%
232,246
+3,088
58
$18.3M 0.33%
126,455
+1,963
59
$18.2M 0.33%
252,914
+1,449
60
$18.2M 0.33%
77,102
+1,417
61
$18.1M 0.33%
702,904
+11,743
62
$18M 0.33%
217,100
63
$18M 0.33%
46,572
+765
64
$17.9M 0.33%
282,580
+4,087
65
$17.4M 0.32%
59,259
+2,420
66
$17.2M 0.31%
281,854
+2,449
67
$16.9M 0.31%
50,621
+678
68
$16.8M 0.31%
199,178
69
$16.6M 0.3%
193,143
+2,670
70
$16.6M 0.3%
622,700
+628
71
$16.5M 0.3%
239,181
+3,194
72
$16.3M 0.3%
72,105
+47
73
$15.7M 0.29%
189,603
74
$15.4M 0.28%
55,544
+457
75
$15.2M 0.28%
112,831
+766
1 2
3
4 5