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
176
$10.3M 0.11%
213,300
177
$10.2M 0.11%
165,849
+831
178
$10.1M 0.11%
34,405
+2,842
179
$10.1M 0.11%
126,326
180
$10M 0.11%
48,534
181
$10M 0.11%
213,470
-4,976
182
$10M 0.11%
178,489
-47,611
183
$9.93M 0.11%
577,854
-127,706
184
$9.84M 0.11%
137,409
-11,357
185
$9.84M 0.11%
82,332
+1,536
186
$9.81M 0.11%
114,068
-8,755
187
$9.79M 0.11%
40,157
188
$9.78M 0.11%
258,231
-2,728
189
$9.72M 0.11%
49,811
-1,366
190
$9.72M 0.11%
60,868
-4,747
191
$9.57M 0.1%
73,736
-2,129
192
$9.51M 0.1%
19,647
193
$9.48M 0.1%
76,591
194
$9.41M 0.1%
46,948
-12,198
195
$9.37M 0.1%
38,682
196
$9.34M 0.1%
95,893
197
$9.26M 0.1%
108,282
-17,332
198
$9.22M 0.1%
209,859
-29,228
199
$9.2M 0.1%
62,389
-17,383
200
$9.2M 0.1%
59,610
6 7
8
9 10