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
$4.89B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$45.6M
3
+$35.4M
4
ACN icon
Accenture
ACN
+$24.8M
5
META icon
Meta Platforms (Facebook)
META
+$19.9M

Top Sells

1
+$67.7M
2
+$4.02M
3
+$1.84M
4
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$1.07M
5
IVZ icon
Invesco
IVZ
+$1.05M

Sector Composition

1 Technology 27.03%
2 Financials 13.89%
3 Healthcare 13.38%
4 Consumer Discretionary 12.18%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.51M 0.13%
14,184
+2,244
152
$6.5M 0.13%
13,828
+2,303
153
$6.3M 0.13%
75,482
+12,559
154
$6.25M 0.13%
89,036
+12,975
155
$6.17M 0.13%
97,438
+16,852
156
$6.16M 0.13%
20,479
+3,415
157
$6.15M 0.13%
102,749
+15,087
158
$6.13M 0.13%
105,099
+31,665
159
$6.06M 0.12%
45,285
+7,224
160
$6.06M 0.12%
9,914
+1,669
161
$6.02M 0.12%
126,222
+41,654
162
$6.01M 0.12%
24,813
+3,821
163
$5.94M 0.12%
30,024
+4,909
164
$5.94M 0.12%
27,476
+4,381
165
$5.88M 0.12%
39,771
+6,007
166
$5.84M 0.12%
15,996
+2,722
167
$5.82M 0.12%
23,145
+4,074
168
$5.81M 0.12%
181,604
+29,739
169
$5.75M 0.12%
56,100
+8,350
170
$5.75M 0.12%
46,356
+7,875
171
$5.73M 0.12%
10,757
+1,557
172
$5.73M 0.12%
181,419
+29,724
173
$5.64M 0.12%
23,639
+4,011
174
$5.64M 0.12%
77,290
+12,286
175
$5.62M 0.11%
43,055
+7,317
5 6
7
8 9