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
201
$9.17M 0.1%
87,859
202
$9.15M 0.1%
267,318
-4,772
203
$8.98M 0.1%
32,299
-735
204
$8.95M 0.1%
38,322
205
$8.93M 0.1%
61,796
206
$8.87M 0.1%
125,297
-35,702
207
$8.79M 0.1%
121,329
208
$8.75M 0.09%
61,499
209
$8.74M 0.09%
138,855
-1,774
210
$8.63M 0.09%
152,482
211
$8.62M 0.09%
359,416
+4,478
212
$8.56M 0.09%
245,724
-22,184
213
$8.47M 0.09%
4,591
-35
214
$8.45M 0.09%
13,479
215
$8.44M 0.09%
75,559
216
$8.43M 0.09%
50,299
-2,818
217
$8.39M 0.09%
26,762
218
$8.37M 0.09%
64,118
-754
219
$8.35M 0.09%
67,621
+4,766
220
$8.33M 0.09%
48,805
221
$8.31M 0.09%
27,935
222
$8.23M 0.09%
56,467
+5,653
223
$8.22M 0.09%
8,320
224
$8.22M 0.09%
132,269
-15,660
225
$8.13M 0.09%
209,734
+5,220
7 8
9
10 11