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
126
$3.37M 0.17%
32,025
-12,609
127
$3.35M 0.17%
79,675
-32,188
128
$3.31M 0.17%
26,999
-9,223
129
$3.29M 0.17%
18,724
-9,711
130
$3.27M 0.17%
3,313
-1,170
131
$3.16M 0.16%
36,712
-10,931
132
$3.15M 0.16%
29,704
-12,076
133
$3.08M 0.16%
16,336
-5,492
134
$3.06M 0.16%
58,355
-29,940
135
$2.99M 0.15%
7,710
-2,512
136
$2.89M 0.15%
85,735
-32,865
137
$2.85M 0.15%
53,686
-21,019
138
$2.84M 0.15%
9,103
-1,603
139
$2.83M 0.15%
21,399
-8,334
140
$2.79M 0.14%
35,015
-13,683
141
$2.79M 0.14%
44,900
-16,545
142
$2.78M 0.14%
16,375
-5,357
143
$2.77M 0.14%
48,843
-15,425
144
$2.74M 0.14%
27,020
-10,536
145
$2.73M 0.14%
25,987
-9,041
146
$2.73M 0.14%
44,211
-15,130
147
$2.71M 0.14%
42,703
-16,444
148
$2.71M 0.14%
104,556
-30,914
149
$2.69M 0.14%
38,866
-22,817
150
$2.68M 0.14%
18,873
-4,030
4 5
6
7 8