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
$1.56B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.36M
3
+$5.23M
4
DIS icon
Walt Disney
DIS
+$3.42M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Top Sells

1
+$2.86M
2
+$1.29M
3
+$713K
4
DELL icon
Dell
DELL
+$601K
5
SCG
Scana
SCG
+$379K

Sector Composition

1 Technology 18.96%
2 Financials 14.93%
3 Healthcare 14.12%
4 Consumer Discretionary 10.54%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.34M 0.15%
81,462
+12,280
152
$2.32M 0.15%
5,126
+569
153
$2.32M 0.15%
18,540
+1,163
154
$2.3M 0.15%
13,903
+912
155
$2.28M 0.15%
6,680
+728
156
$2.28M 0.15%
24,491
+2,716
157
$2.24M 0.14%
25,411
+1,888
158
$2.22M 0.14%
33,215
+4,736
159
$2.21M 0.14%
14,215
+1,594
160
$2.21M 0.14%
35,056
+3,784
161
$2.19M 0.14%
5,346
+765
162
$2.19M 0.14%
59,070
+4,286
163
$2.19M 0.14%
10,039
+1,054
164
$2.17M 0.14%
19,107
+1,432
165
$2.13M 0.14%
22,608
+2,414
166
$2.12M 0.14%
241,595
+29,019
167
$2.09M 0.13%
11,434
+1,218
168
$2.07M 0.13%
16,346
+1,881
169
$2.05M 0.13%
44,954
+3,064
170
$2.02M 0.13%
104,214
+10,867
171
$1.98M 0.13%
16,595
+1,171
172
$1.98M 0.13%
76,410
+5,670
173
$1.96M 0.13%
25,281
+3,932
174
$1.96M 0.13%
19,593
+1,175
175
$1.95M 0.13%
32,829
+3,747
5 6
7
8 9