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
$5.5B
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.25M
3
+$3.99M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
CSL icon
Carlisle Companies
CSL
+$2.74M

Top Sells

1
+$1.81M
2
+$698K
3
+$375K
4
CVX icon
Chevron
CVX
+$296K
5
CVNA icon
Carvana
CVNA
+$243K

Sector Composition

1 Technology 24.56%
2 Healthcare 14.69%
3 Financials 12.39%
4 Consumer Discretionary 11.46%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.11M 0.17%
42,188
+358
127
$9.03M 0.16%
109,330
+1,686
128
$9.01M 0.16%
223,202
129
$8.94M 0.16%
31,405
+439
130
$8.91M 0.16%
98,586
+3,581
131
$8.86M 0.16%
242,100
+710
132
$8.81M 0.16%
37,874
+801
133
$8.71M 0.16%
101,517
+982
134
$8.67M 0.16%
25,511
-391
135
$8.66M 0.16%
241,330
+3,114
136
$8.65M 0.16%
39,956
+347
137
$8.53M 0.16%
41,672
+432
138
$8.49M 0.15%
103,692
+6,264
139
$8.25M 0.15%
135,699
+2,267
140
$8.22M 0.15%
91,963
+1,491
141
$8.2M 0.15%
21,221
+650
142
$8.11M 0.15%
62,329
+2,290
143
$8.09M 0.15%
143,818
+316
144
$8.08M 0.15%
172,395
-2,415
145
$8.06M 0.15%
26,391
-208
146
$8M 0.15%
26,428
+712
147
$7.89M 0.14%
245,976
+3,454
148
$7.86M 0.14%
103,938
+2,253
149
$7.84M 0.14%
102,399
+1,468
150
$7.84M 0.14%
47,996
+1,081
4 5
6
7 8