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
$1.06B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.2M
3
+$10M
4
META icon
Meta Platforms (Facebook)
META
+$6.66M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.99M

Top Sells

1
+$2.29M
2
+$1.61M
3
+$681K
4
TNL icon
Travel + Leisure Co
TNL
+$391K
5
DBRG icon
DigitalBridge
DBRG
+$255K

Sector Composition

1 Technology 18.33%
2 Financials 16%
3 Healthcare 13.21%
4 Communication Services 10.66%
5 Consumer Discretionary 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.58M 0.15%
16,529
+5,152
152
$1.58M 0.15%
6,974
+2,092
153
$1.57M 0.15%
19,333
+5,464
154
$1.57M 0.15%
23,005
+7,381
155
$1.57M 0.15%
14,794
+4,376
156
$1.56M 0.15%
11,466
+3,657
157
$1.56M 0.15%
23,718
+6,967
158
$1.56M 0.15%
16,712
+5,151
159
$1.55M 0.15%
26,140
+7,620
160
$1.53M 0.14%
3,556
+1,122
161
$1.53M 0.14%
21,773
+6,510
162
$1.53M 0.14%
9,800
+3,053
163
$1.52M 0.14%
21,901
+6,372
164
$1.5M 0.14%
34,845
+10,245
165
$1.49M 0.14%
12,204
+3,662
166
$1.47M 0.14%
7,754
+2,500
167
$1.47M 0.14%
17,288
+5,106
168
$1.46M 0.14%
10,195
+3,210
169
$1.44M 0.14%
15,780
+4,607
170
$1.38M 0.13%
28,515
+8,961
171
$1.38M 0.13%
18,575
+5,415
172
$1.37M 0.13%
20,814
+6,128
173
$1.36M 0.13%
7,884
+2,526
174
$1.36M 0.13%
17,782
+5,234
175
$1.35M 0.13%
30,852
+11,007
5 6
7
8 9