II

IFM Investors Portfolio holdings

AUM $11.4B
1-Year Est. Return 27.82%
This Quarter Est. Return
1 Year Est. Return
+27.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.25M
3
+$3.99M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
CSL icon
Carlisle Companies
CSL
+$2.74M

Top Sells

1
+$1.81M
2
+$698K
3
+$375K
4
CVX icon
Chevron
CVX
+$296K
5
CVNA icon
Carvana
CVNA
+$243K

Sector Composition

1 Technology 24.56%
2 Healthcare 14.69%
3 Financials 12.39%
4 Consumer Discretionary 11.46%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.11M 0.11%
165,059
+3,029
202
$6.1M 0.11%
12,976
+460
203
$6.09M 0.11%
140,120
+4,306
204
$6.02M 0.11%
98,662
+1,877
205
$6.01M 0.11%
119,524
+2,674
206
$6M 0.11%
49,774
207
$5.99M 0.11%
102,847
+1,891
208
$5.96M 0.11%
36,196
+1,480
209
$5.93M 0.11%
14,050
-94
210
$5.91M 0.11%
32,651
211
$5.9M 0.11%
43,694
+1,638
212
$5.88M 0.11%
34,342
+594
213
$5.83M 0.11%
26,684
+737
214
$5.76M 0.1%
20,607
+533
215
$5.72M 0.1%
45,953
216
$5.66M 0.1%
67,151
+1,605
217
$5.61M 0.1%
133,363
+2,057
218
$5.57M 0.1%
48,146
219
$5.55M 0.1%
155,954
-1,082
220
$5.5M 0.1%
24,932
221
$5.49M 0.1%
439,400
+8,373
222
$5.46M 0.1%
51,357
+2,052
223
$5.45M 0.1%
67,626
+2,142
224
$5.45M 0.1%
40,028
+1,273
225
$5.44M 0.1%
123,777
7 8
9
10 11