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
$2.38B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.5M
3
+$12.4M
4
META icon
Meta Platforms (Facebook)
META
+$5.77M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.96M

Top Sells

1
+$1.85M
2
+$993K
3
+$642K
4
TDG icon
TransDigm Group
TDG
+$425K
5
DINO icon
HF Sinclair
DINO
+$299K

Sector Composition

1 Technology 26.17%
2 Healthcare 14.06%
3 Financials 12.26%
4 Consumer Discretionary 12.22%
5 Communication Services 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.14M 0.26%
61,070
+6,496
77
$5.98M 0.25%
21,977
+3,093
78
$5.88M 0.25%
35,582
+5,171
79
$5.84M 0.25%
3,416
+356
80
$5.79M 0.24%
27,809
+3,006
81
$5.71M 0.24%
34,294
+3,654
82
$5.67M 0.24%
56,607
+5,619
83
$5.58M 0.23%
20,758
+2,153
84
$5.55M 0.23%
24,452
+4,011
85
$5.54M 0.23%
7,291
+1,006
86
$5.5M 0.23%
98,821
+9,700
87
$5.47M 0.23%
24,672
+2,758
88
$5.39M 0.23%
26,839
+2,766
89
$5.37M 0.23%
68,043
+8,339
90
$5.34M 0.22%
60,251
+7,855
91
$5.31M 0.22%
17,834
+2,149
92
$5.24M 0.22%
67,952
+7,534
93
$5.22M 0.22%
45,674
+6,355
94
$5.16M 0.22%
30,484
+3,021
95
$5.12M 0.21%
63,209
+6,572
96
$5.08M 0.21%
26,291
+2,672
97
$5.07M 0.21%
20,173
+2,149
98
$4.94M 0.21%
35,414
+3,562
99
$4.93M 0.21%
29,457
+3,049
100
$4.86M 0.2%
29,892
+3,905
2 3
4
5 6