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
76
$4.89M 0.25%
18,605
-7,873
77
$4.87M 0.25%
3,060
-1,444
78
$4.86M 0.25%
25,596
-9,033
79
$4.85M 0.25%
50,988
-19,040
80
$4.85M 0.25%
59,704
-21,500
81
$4.84M 0.25%
13,256
-10,676
82
$4.8M 0.25%
35,037
-11,985
83
$4.77M 0.25%
20,441
-7,076
84
$4.76M 0.24%
24,073
-10,361
85
$4.74M 0.24%
31,852
-11,186
86
$4.52M 0.23%
85,997
-19,868
87
$4.51M 0.23%
89,121
-31,692
88
$4.48M 0.23%
37,382
-13,472
89
$4.47M 0.23%
24,803
-8,345
90
$4.46M 0.23%
7,149
-1,106
91
$4.43M 0.23%
60,418
-20,653
92
$4.41M 0.23%
6,285
-2,580
93
$4.4M 0.23%
129,312
-45,630
94
$4.3M 0.22%
56,637
-19,590
95
$4.29M 0.22%
26,408
-9,180
96
$4.29M 0.22%
88,827
-36,727
97
$4.22M 0.22%
81,863
-28,012
98
$4.19M 0.22%
52,396
-20,483
99
$4.15M 0.21%
42,468
-14,428
100
$4.13M 0.21%
23,619
-8,441
2 3
4
5 6