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
$9.23B
AUM Growth
-$612M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.71M
3
+$3.5M
4
MSTR icon
Strategy Inc
MSTR
+$2.5M
5
SCHW icon
Charles Schwab
SCHW
+$1.77M

Top Sells

1
+$6.59M
2
+$6.34M
3
+$6.19M
4
DUK icon
Duke Energy
DUK
+$5.81M
5
AMT icon
American Tower
AMT
+$5.67M

Sector Composition

1 Technology 30.27%
2 Financials 13.41%
3 Healthcare 11.15%
4 Consumer Discretionary 10.4%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.3M 0.13%
53,623
+537
152
$12.1M 0.13%
263,428
-62,146
153
$12.1M 0.13%
60,050
154
$12M 0.13%
110,208
-32,371
155
$12M 0.13%
168,628
-31,995
156
$12M 0.13%
80,637
-6,289
157
$12M 0.13%
145,440
-29,408
158
$12M 0.13%
55,702
-4,266
159
$11.9M 0.13%
56,427
-15
160
$11.8M 0.13%
107,070
-20,606
161
$11.8M 0.13%
122,849
-1,096
162
$11.7M 0.13%
277,500
163
$11.5M 0.12%
132,146
164
$11.3M 0.12%
61,803
+5,349
165
$11.3M 0.12%
42,975
+1,050
166
$11.2M 0.12%
42,258
167
$11.1M 0.12%
175,772
168
$11M 0.12%
18,731
169
$11M 0.12%
105,918
-26,805
170
$10.9M 0.12%
45,924
171
$10.8M 0.12%
156,519
-12,586
172
$10.5M 0.11%
76,832
173
$10.5M 0.11%
254,008
174
$10.4M 0.11%
45,653
-137
175
$10.4M 0.11%
39,105
-17
5 6
7
8 9