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
126
$13.9M 0.15%
211,906
127
$13.9M 0.15%
84,211
128
$13.9M 0.15%
22,795
-117
129
$13.8M 0.15%
67,309
+323
130
$13.8M 0.15%
216,999
-2,907
131
$13.7M 0.15%
479,415
-101,974
132
$13.7M 0.15%
53,762
+538
133
$13.5M 0.15%
29,009
-162
134
$13.5M 0.15%
21,248
-102
135
$13.4M 0.15%
52,810
-2,758
136
$13.2M 0.14%
75,322
137
$13.2M 0.14%
53,289
-267
138
$13M 0.14%
155,142
139
$12.9M 0.14%
55,874
-12,153
140
$12.8M 0.14%
37,152
141
$12.8M 0.14%
110,526
-647
142
$12.7M 0.14%
53,736
-9,782
143
$12.7M 0.14%
303,873
-22,274
144
$12.7M 0.14%
252,150
-2,688
145
$12.6M 0.14%
114,840
+1,290
146
$12.6M 0.14%
3,295
-25
147
$12.5M 0.14%
190,870
-756
148
$12.5M 0.13%
29,034
149
$12.4M 0.13%
42,921
+8,686
150
$12.3M 0.13%
111,068
-1,565
4 5
6
7 8