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
$2.38B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.5M
3
+$12.4M
4
META icon
Meta Platforms (Facebook)
META
+$5.77M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.96M

Top Sells

1
+$1.85M
2
+$993K
3
+$642K
4
TDG icon
TransDigm Group
TDG
+$425K
5
DINO icon
HF Sinclair
DINO
+$299K

Sector Composition

1 Technology 26.17%
2 Healthcare 14.06%
3 Financials 12.26%
4 Consumer Discretionary 12.22%
5 Communication Services 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.28M 0.1%
66,520
+6,442
202
$2.26M 0.09%
15,585
+938
203
$2.25M 0.09%
20,765
+1,788
204
$2.24M 0.09%
26,978
+2,893
205
$2.24M 0.09%
62,250
+6,382
206
$2.23M 0.09%
40,711
+4,709
207
$2.23M 0.09%
117,601
+9,044
208
$2.23M 0.09%
+20,176
209
$2.19M 0.09%
10,410
+1,174
210
$2.17M 0.09%
64,147
+5,377
211
$2.17M 0.09%
13,856
+1,284
212
$2.16M 0.09%
54,514
+5,721
213
$2.15M 0.09%
34,527
+4,102
214
$2.15M 0.09%
323,434
+33,495
215
$2.15M 0.09%
95,508
+10,248
216
$2.15M 0.09%
9,728
+1,076
217
$2.14M 0.09%
28,344
+2,164
218
$2.14M 0.09%
10,587
+911
219
$2.14M 0.09%
19,195
+1,359
220
$2.12M 0.09%
20,343
+2,119
221
$2.12M 0.09%
33,328
+3,475
222
$2.11M 0.09%
20,334
+2,182
223
$2.09M 0.09%
26,237
+2,522
224
$2.09M 0.09%
169,392
+19,073
225
$2.07M 0.09%
22,394
+1,741
7 8
9
10 11