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
$1.94B
AUM Growth
-$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.73M
3
+$1.37M
4
CARR icon
Carrier Global
CARR
+$1.36M
5
MRNA icon
Moderna
MRNA
+$1.3M

Top Sells

1
+$47.2M
2
+$40.9M
3
+$31.5M
4
META icon
Meta Platforms (Facebook)
META
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12M

Sector Composition

1 Technology 25.3%
2 Healthcare 14.6%
3 Financials 12.87%
4 Consumer Discretionary 11.21%
5 Communication Services 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.62M 0.13%
44,688
-10,468
152
$2.53M 0.13%
16,945
-5,973
153
$2.53M 0.13%
18,024
-6,783
154
$2.47M 0.13%
8,277
-3,047
155
$2.39M 0.12%
94,374
-32,674
156
$2.37M 0.12%
55,868
-21,658
157
$2.35M 0.12%
83,790
-31,065
158
$2.34M 0.12%
32,596
-12,265
159
$2.32M 0.12%
60,078
-25,686
160
$2.31M 0.12%
23,845
-9,193
161
$2.29M 0.12%
40,298
-15,946
162
$2.29M 0.12%
36,589
-15,017
163
$2.28M 0.12%
12,173
-3,905
164
$2.28M 0.12%
150,319
-50,021
165
$2.26M 0.12%
11,635
-3,873
166
$2.26M 0.12%
26,535
-9,832
167
$2.26M 0.12%
11,384
-3,210
168
$2.26M 0.12%
55,398
-19,042
169
$2.25M 0.12%
9,603
-3,567
170
$2.22M 0.11%
11,548
-4,131
171
$2.19M 0.11%
31,336
-69,508
172
$2.18M 0.11%
70,052
+29,199
173
$2.17M 0.11%
11,121
-4,408
174
$2.17M 0.11%
42,798
-15,219
175
$2.16M 0.11%
18,977
-6,860
5 6
7
8 9