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
76
$24.5M 0.27%
110,720
-1,413
77
$24.4M 0.26%
65,515
-119
78
$24.3M 0.26%
398,520
+34
79
$24.1M 0.26%
110,747
-26,069
80
$23.5M 0.26%
48,536
-195
81
$23M 0.25%
158,571
-1,532
82
$22.9M 0.25%
74,951
83
$22.7M 0.25%
48,449
-205
84
$22.2M 0.24%
241,383
-68,980
85
$21.5M 0.23%
88,154
-475
86
$21.2M 0.23%
124,054
+584
87
$20.7M 0.22%
169,826
-47,634
88
$20.5M 0.22%
123,709
-10,497
89
$20.5M 0.22%
47,157
+524
90
$19.9M 0.22%
203,180
-1,569
91
$19.1M 0.21%
329,194
-25,784
92
$18.7M 0.2%
92,693
-534
93
$18.5M 0.2%
61,753
-6,764
94
$18.2M 0.2%
803,091
-3,999
95
$18.1M 0.2%
249,050
96
$18.1M 0.2%
208,258
-444
97
$18.1M 0.2%
126,147
-9,323
98
$18.1M 0.2%
302,226
-64,360
99
$18M 0.2%
54,677
+392
100
$18M 0.19%
26,417
-107
2 3
4
5 6