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
101
$4.1M 0.21%
67,882
-23,926
102
$4.09M 0.21%
39,319
+5,109
103
$4.02M 0.21%
11,152
-3,840
104
$4M 0.21%
37,224
-15,711
105
$3.89M 0.2%
75,033
-28,196
106
$3.88M 0.2%
166,815
-61,749
107
$3.84M 0.2%
16,050
-5,666
108
$3.83M 0.2%
19,245
-6,313
109
$3.8M 0.2%
9,791
-3,794
110
$3.79M 0.19%
15,685
-5,995
111
$3.78M 0.19%
102,605
-54,977
112
$3.78M 0.19%
22,266
-7,265
113
$3.75M 0.19%
40,967
-17,742
114
$3.72M 0.19%
99,122
-34,047
115
$3.66M 0.19%
59,282
-21,289
116
$3.62M 0.19%
103,204
-34,915
117
$3.56M 0.18%
18,708
-6,830
118
$3.56M 0.18%
25,158
-8,882
119
$3.56M 0.18%
18,459
-6,198
120
$3.48M 0.18%
13,004
-5,437
121
$3.47M 0.18%
107,330
-39,160
122
$3.46M 0.18%
43,176
-14,781
123
$3.44M 0.18%
21,914
-7,875
124
$3.41M 0.18%
12,426
-4,403
125
$3.4M 0.17%
11,062
-4,082
3 4
5
6 7