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
$1.56B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.36M
3
+$5.23M
4
DIS icon
Walt Disney
DIS
+$3.42M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Top Sells

1
+$2.86M
2
+$1.29M
3
+$713K
4
DELL icon
Dell
DELL
+$601K
5
SCG
Scana
SCG
+$379K

Sector Composition

1 Technology 18.96%
2 Financials 14.93%
3 Healthcare 14.12%
4 Consumer Discretionary 10.54%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.58M 0.1%
22,159
+1,622
202
$1.56M 0.1%
14,843
+1,186
203
$1.56M 0.1%
13,090
+1,166
204
$1.55M 0.1%
9,812
+780
205
$1.55M 0.1%
10,746
+860
206
$1.54M 0.1%
23,467
+2,055
207
$1.54M 0.1%
15,397
+1,342
208
$1.53M 0.1%
60,015
+6,672
209
$1.51M 0.1%
33,351
+2,505
210
$1.51M 0.1%
10,784
+1,124
211
$1.51M 0.1%
24,817
+1,925
212
$1.5M 0.1%
18,015
+1,667
213
$1.49M 0.1%
34,462
+2,801
214
$1.48M 0.1%
32,602
+2,564
215
$1.48M 0.1%
7,414
+510
216
$1.48M 0.09%
12,629
+900
217
$1.48M 0.09%
16,645
+1,636
218
$1.47M 0.09%
94,941
+7,046
219
$1.45M 0.09%
8,449
+758
220
$1.45M 0.09%
20,407
+1,608
221
$1.45M 0.09%
19,301
+1,579
222
$1.45M 0.09%
5,858
+665
223
$1.44M 0.09%
20,841
+1,598
224
$1.44M 0.09%
5,058
+605
225
$1.44M 0.09%
45,084
+2,929
7 8
9
10 11