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
$396M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$3.66M
3
+$2.71M
4
META icon
Meta Platforms (Facebook)
META
+$2.59M
5
XOM icon
Exxon Mobil
XOM
+$2.57M

Top Sells

1
+$364K
2
+$286K
3
+$283K
4
LLTC
Linear Technology Corp
LLTC
+$254K

Sector Composition

1 Financials 16.34%
2 Technology 15.55%
3 Healthcare 13.84%
4 Communication Services 10.92%
5 Industrials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 3.94%
433,612
+160,420
2
$9.91M 2.5%
150,403
+55,575
3
$7.22M 1.83%
162,860
+61,060
4
$6.91M 1.75%
55,489
+20,460
5
$6.91M 1.75%
84,244
+31,396
6
$6.75M 1.71%
47,548
+18,259
7
$6.39M 1.62%
72,743
+26,402
8
$5.4M 1.36%
96,940
+35,831
9
$5.36M 1.36%
37,523
+13,434
10
$5.22M 1.32%
125,760
+47,840
11
$5.19M 1.31%
165,291
+61,491
12
$5.08M 1.28%
119,800
+45,880
13
$4.85M 1.23%
205,457
+75,383
14
$4.67M 1.18%
51,976
+19,428
15
$4.22M 1.07%
129,959
+48,482
16
$4.12M 1.04%
24,731
+9,661
17
$4.11M 1.04%
38,320
+14,293
18
$4.03M 1.02%
82,562
+30,637
19
$3.67M 0.93%
97,564
+36,032
20
$3.63M 0.92%
24,755
+8,863
21
$3.56M 0.9%
58,758
+21,826
22
$3.54M 0.89%
83,305
+30,965
23
$3.52M 0.89%
31,066
+11,401
24
$3.47M 0.88%
96,302
+36,520
25
$3.47M 0.88%
57,987
+20,802
1
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