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
$9.23B
AUM Growth
-$612M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.71M
3
+$3.5M
4
MSTR icon
Strategy Inc
MSTR
+$2.5M
5
SCHW icon
Charles Schwab
SCHW
+$1.77M

Top Sells

1
+$6.59M
2
+$6.34M
3
+$6.19M
4
DUK icon
Duke Energy
DUK
+$5.81M
5
AMT icon
American Tower
AMT
+$5.67M

Sector Composition

1 Technology 30.27%
2 Financials 13.41%
3 Healthcare 11.15%
4 Consumer Discretionary 10.4%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.2M 0.35%
59,018
-292
52
$32M 0.35%
40,219
+149
53
$32M 0.35%
178,102
-944
54
$31.9M 0.35%
102,383
-155
55
$31.4M 0.34%
305,154
+254
56
$31.3M 0.34%
38,391
-2,656
57
$31.1M 0.34%
6,759
-65
58
$30.7M 0.33%
108,348
-1,158
59
$30.1M 0.33%
91,180
-432
60
$29.6M 0.32%
58,233
-398
61
$29M 0.31%
107,971
-2,046
62
$28.7M 0.31%
284,344
-221
63
$28.6M 0.31%
775,465
+6,577
64
$28.5M 0.31%
254,029
+5,079
65
$27.5M 0.3%
1,085,880
-2,329
66
$26.7M 0.29%
130,332
-2,076
67
$26.4M 0.29%
226,337
-1,112
68
$26M 0.28%
97,323
-1,033
69
$26M 0.28%
247,130
+3,868
70
$25.5M 0.28%
109,366
+1,559
71
$25.2M 0.27%
346,411
+3,843
72
$25.2M 0.27%
354,724
-3,396
73
$25.1M 0.27%
26,518
-275
74
$24.9M 0.27%
318,346
+22,652
75
$24.5M 0.27%
201,379
-763
1 2
3
4 5