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
101
$4.86M 0.2%
47,137
+4,669
102
$4.8M 0.2%
41,894
+4,670
103
$4.8M 0.2%
185,418
+18,603
104
$4.76M 0.2%
98,483
+9,656
105
$4.76M 0.2%
20,493
+2,034
106
$4.64M 0.19%
8,281
+1,132
107
$4.58M 0.19%
84,551
+9,518
108
$4.55M 0.19%
48,093
+4,917
109
$4.53M 0.19%
45,312
+4,345
110
$4.5M 0.19%
75,777
+7,895
111
$4.5M 0.19%
10,881
+1,090
112
$4.5M 0.19%
117,660
+14,456
113
$4.49M 0.19%
144,545
+15,233
114
$4.46M 0.19%
20,845
+2,121
115
$4.39M 0.18%
93,533
+11,670
116
$4.38M 0.18%
24,672
+2,406
117
$4.36M 0.18%
20,810
+2,102
118
$4.24M 0.18%
21,236
+1,991
119
$4.2M 0.18%
110,483
+11,361
120
$4.2M 0.18%
66,157
+6,875
121
$4.16M 0.17%
18,027
+1,977
122
$4.1M 0.17%
27,784
+2,626
123
$4.09M 0.17%
51,185
+12,319
124
$4.04M 0.17%
13,944
+1,518
125
$4.04M 0.17%
18,506
+2,170
3 4
5
6 7