II

IFM Investors Portfolio holdings

AUM $11.4B
1-Year Est. Return 27.82%
This Quarter Est. Return
1 Year Est. Return
+27.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.25M
3
+$3.99M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
CSL icon
Carlisle Companies
CSL
+$2.74M

Top Sells

1
+$1.81M
2
+$698K
3
+$375K
4
CVX icon
Chevron
CVX
+$296K
5
CVNA icon
Carvana
CVNA
+$243K

Sector Composition

1 Technology 24.56%
2 Healthcare 14.69%
3 Financials 12.39%
4 Consumer Discretionary 11.46%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.83M 0.14%
100,438
+1,745
152
$7.82M 0.14%
100,534
+815
153
$7.75M 0.14%
42,180
+333
154
$7.68M 0.14%
95,521
+1,597
155
$7.67M 0.14%
684,688
+11,889
156
$7.66M 0.14%
26,166
+285
157
$7.42M 0.13%
27,810
+977
158
$7.4M 0.13%
69,263
159
$7.38M 0.13%
245,500
-1,300
160
$7.37M 0.13%
100,584
+1,165
161
$7.25M 0.13%
3,386
162
$7.1M 0.13%
124,194
+678
163
$7.08M 0.13%
59,827
+1,003
164
$7.03M 0.13%
147,977
+3,659
165
$6.96M 0.13%
37,268
-210
166
$6.91M 0.13%
123,007
167
$6.88M 0.12%
205,342
168
$6.86M 0.12%
56,469
+91
169
$6.83M 0.12%
28,091
170
$6.82M 0.12%
48,680
+161
171
$6.76M 0.12%
64,358
+5,177
172
$6.7M 0.12%
245,146
+3,247
173
$6.66M 0.12%
23,988
+367
174
$6.64M 0.12%
129,558
+2,557
175
$6.63M 0.12%
82,175
+983
5 6
7
8 9