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
$695M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.1M
3
+$1.9M
4
META icon
Meta Platforms (Facebook)
META
+$1.25M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.08M

Top Sells

1
+$369K
2
+$218K
3
+$213K
4
BRX icon
Brixmor Property Group
BRX
+$195K
5
WU icon
Western Union
WU
+$56.2K

Sector Composition

1 Technology 17.69%
2 Financials 17.08%
3 Healthcare 13.26%
4 Communication Services 10.33%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.98M 0.28%
37,826
+3,743
77
$1.96M 0.28%
31,518
+3,039
78
$1.96M 0.28%
9,086
+833
79
$1.95M 0.28%
46,773
+4,352
80
$1.92M 0.28%
7,987
+781
81
$1.91M 0.27%
21,969
+2,206
82
$1.9M 0.27%
18,000
+1,805
83
$1.87M 0.27%
26,148
+2,527
84
$1.87M 0.27%
35,913
+6,541
85
$1.83M 0.26%
33,005
+3,176
86
$1.81M 0.26%
5,818
+406
87
$1.81M 0.26%
5,173
+511
88
$1.8M 0.26%
6,585
+651
89
$1.78M 0.26%
8,421
+861
90
$1.76M 0.25%
7,991
+648
91
$1.74M 0.25%
26,515
+971
92
$1.73M 0.25%
10,209
+871
93
$1.72M 0.25%
10,653
+1,122
94
$1.7M 0.24%
21,926
+2,095
95
$1.69M 0.24%
10,529
+1,050
96
$1.66M 0.24%
32,146
+2,981
97
$1.64M 0.24%
26,280
+5,573
98
$1.61M 0.23%
13,835
+1,332
99
$1.6M 0.23%
39,280
+3,676
100
$1.56M 0.22%
13,757
+1,298
2 3
4
5 6