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
101
$17.9M 0.19%
128,120
-652
102
$17.9M 0.19%
103,526
-367
103
$17.8M 0.19%
179,586
-27,557
104
$17.7M 0.19%
66,563
105
$17.4M 0.19%
49,772
106
$16.9M 0.18%
281,666
-11,798
107
$16.7M 0.18%
8,581
-123
108
$16.6M 0.18%
244,114
109
$16.4M 0.18%
46,656
+4,176
110
$16M 0.17%
68,918
+788
111
$15.8M 0.17%
203,405
+7,525
112
$15.8M 0.17%
23,404
-169
113
$15.5M 0.17%
228,090
114
$15.4M 0.17%
160,770
115
$15.2M 0.17%
103,826
116
$15.2M 0.16%
43,953
+2,362
117
$15M 0.16%
460,421
-33,766
118
$14.9M 0.16%
159,409
+439
119
$14.8M 0.16%
48,582
+1,146
120
$14.8M 0.16%
111,691
+673
121
$14.5M 0.16%
113,131
+1,686
122
$14.5M 0.16%
131,438
123
$14.3M 0.15%
79,638
124
$14.1M 0.15%
32,164
-34
125
$14M 0.15%
474,889
-78,281
3 4
5
6 7