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
$1.24B
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.45M
3
+$3.35M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.8M
5
META icon
Meta Platforms (Facebook)
META
+$1.75M

Top Sells

1
+$3.48M
2
+$2.81M
3
+$2.43M
4
COL
Rockwell Collins
COL
+$1.21M
5
CA
CA, Inc.
CA
+$794K

Sector Composition

1 Technology 18.12%
2 Financials 15.34%
3 Healthcare 15.04%
4 Consumer Discretionary 10.43%
5 Communication Services 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.85M 0.15%
15,474
+1,321
152
$1.84M 0.15%
10,332
+960
153
$1.82M 0.15%
8,985
+780
154
$1.81M 0.15%
21,775
+1,996
155
$1.81M 0.15%
21,078
+1,937
156
$1.79M 0.15%
10,216
+899
157
$1.78M 0.14%
28,479
+2,527
158
$1.76M 0.14%
114,404
+9,899
159
$1.73M 0.14%
23,523
+2,337
160
$1.71M 0.14%
4,581
+426
161
$1.69M 0.14%
18,418
+1,680
162
$1.69M 0.14%
31,272
+5,322
163
$1.69M 0.14%
12,991
+1,154
164
$1.67M 0.14%
20,194
+1,916
165
$1.67M 0.13%
15,424
+1,272
166
$1.63M 0.13%
212,576
+18,624
167
$1.62M 0.13%
70,740
+5,580
168
$1.62M 0.13%
12,621
+1,111
169
$1.61M 0.13%
4,557
+404
170
$1.59M 0.13%
5,952
+533
171
$1.57M 0.13%
9,765
+906
172
$1.54M 0.12%
54,784
+4,369
173
$1.52M 0.12%
69,182
+6,010
174
$1.52M 0.12%
35,351
+3,142
175
$1.51M 0.12%
29,082
+2,788
5 6
7
8 9