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
$695M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.1M
3
+$1.9M
4
META icon
Meta Platforms (Facebook)
META
+$1.25M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.08M

Top Sells

1
+$369K
2
+$218K
3
+$213K
4
BRX icon
Brixmor Property Group
BRX
+$195K
5
WU icon
Western Union
WU
+$56.2K

Sector Composition

1 Technology 17.69%
2 Financials 17.08%
3 Healthcare 13.26%
4 Communication Services 10.33%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.11M 0.16%
8,099
+784
152
$1.11M 0.16%
62,475
+6,900
153
$1.08M 0.15%
24,600
+2,280
154
$1.07M 0.15%
6,747
+687
155
$1.07M 0.15%
4,655
+472
156
$1.06M 0.15%
15,529
+1,519
157
$1.06M 0.15%
11,173
+1,043
158
$1.05M 0.15%
16,751
+1,665
159
$1.05M 0.15%
6,985
+726
160
$1.04M 0.15%
11,377
+1,120
161
$1.02M 0.15%
16,950
+1,455
162
$1.02M 0.15%
7,809
+786
163
$1.02M 0.15%
2,434
+250
164
$1.02M 0.15%
50,000
+4,690
165
$1M 0.14%
10,418
+1,011
166
$999K 0.14%
14,686
+1,384
167
$986K 0.14%
15,161
+1,534
168
$978K 0.14%
4,882
+467
169
$956K 0.14%
63,458
+6,223
170
$950K 0.14%
12,182
+1,124
171
$938K 0.14%
13,160
+1,212
172
$937K 0.13%
15,624
+1,406
173
$912K 0.13%
6,473
+603
174
$909K 0.13%
19,554
+1,902
175
$903K 0.13%
5,254
+535
5 6
7
8 9