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
176
$2.16M 0.11%
12,357
-4,313
177
$2.16M 0.11%
12,539
+2,519
178
$2.15M 0.11%
25,873
-5,967
179
$2.14M 0.11%
34,192
-12,639
180
$2.14M 0.11%
28,287
-8,923
181
$2.13M 0.11%
17,287
-6,798
182
$2.13M 0.11%
58,386
-21,788
183
$2.12M 0.11%
6,417
-2,181
184
$2.11M 0.11%
6,329
-1,837
185
$2.09M 0.11%
60,346
-23,216
186
$2.08M 0.11%
10,821
-4,264
187
$2.08M 0.11%
86,704
-32,264
188
$2.06M 0.11%
97,700
-47,500
189
$2.03M 0.1%
22,944
-8,693
190
$2.03M 0.1%
9,236
-5,204
191
$2.02M 0.1%
14,243
-5,040
192
$2.02M 0.1%
+7,947
193
$2.01M 0.1%
64,529
-21,852
194
$2.01M 0.1%
28,240
-10,190
195
$1.99M 0.1%
11,716
-3,441
196
$1.99M 0.1%
58,770
-24,661
197
$1.99M 0.1%
20,703
-7,431
198
$1.98M 0.1%
1,759
-767
199
$1.96M 0.1%
35,815
-12,456
200
$1.96M 0.1%
22,525
-7,407
6 7
8
9 10