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
$695M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.1M
3
+$1.9M
4
META icon
Meta Platforms (Facebook)
META
+$1.25M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.08M

Top Sells

1
+$369K
2
+$218K
3
+$213K
4
BRX icon
Brixmor Property Group
BRX
+$195K
5
WU icon
Western Union
WU
+$56.2K

Sector Composition

1 Technology 17.69%
2 Financials 17.08%
3 Healthcare 13.26%
4 Communication Services 10.33%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.8M 3.86%
639,484
+60,520
2
$20.8M 3%
228,249
+23,049
3
$18.4M 2.65%
254,900
+26,320
4
$11.9M 1.71%
108,101
+9,519
5
$11.9M 1.71%
74,262
+7,853
6
$10.7M 1.54%
83,668
+8,454
7
$10.1M 1.45%
195,900
+20,700
8
$9.83M 1.41%
131,770
+13,031
9
$9.63M 1.39%
185,680
+18,780
10
$9.25M 1.33%
308,431
+28,272
11
$7.89M 1.14%
39,579
+4,216
12
$7.63M 1.1%
145,633
+13,457
13
$7.58M 1.09%
145,612
+14,012
14
$6.8M 0.98%
252,418
+24,543
15
$6.76M 0.97%
56,494
+5,185
16
$6.72M 0.97%
58,915
+5,869
17
$6.6M 0.95%
153,807
+13,954
18
$6.58M 0.95%
195,539
+19,704
19
$6.48M 0.93%
36,372
+3,319
20
$6.46M 0.93%
30,164
+3,103
21
$6.26M 0.9%
79,023
+7,494
22
$6.14M 0.88%
128,314
+14,008
23
$5.77M 0.83%
17,610
+1,842
24
$5.56M 0.8%
82,418
+6,060
25
$5.47M 0.79%
126,015
+12,313
1
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