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
$1.06B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.2M
3
+$10M
4
META icon
Meta Platforms (Facebook)
META
+$6.66M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.99M

Top Sells

1
+$2.29M
2
+$1.61M
3
+$681K
4
TNL icon
Travel + Leisure Co
TNL
+$391K
5
DBRG icon
DigitalBridge
DBRG
+$255K

Sector Composition

1 Technology 18.33%
2 Financials 16%
3 Healthcare 13.21%
4 Communication Services 10.66%
5 Consumer Discretionary 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.5M 4.02%
919,408
+279,924
2
$32.7M 3.09%
331,312
+103,063
3
$31.7M 2.99%
372,800
+117,900
4
$21.1M 1.99%
108,539
+34,277
5
$16.2M 1.53%
155,453
+47,352
6
$15.9M 1.5%
285,280
+89,380
7
$15.9M 1.5%
191,910
+60,140
8
$15.3M 1.44%
270,460
+84,780
9
$14.7M 1.39%
121,524
+37,856
10
$12.4M 1.17%
440,785
+132,354
11
$11.7M 1.11%
211,849
+66,216
12
$10.9M 1.03%
86,490
+27,575
13
$10.8M 1.02%
81,631
+25,137
14
$10.8M 1.02%
57,751
+18,172
15
$10.7M 1.02%
43,813
+13,649
16
$10.6M 1%
435,194
+182,776
17
$10.5M 0.99%
211,893
+66,281
18
$10.3M 0.97%
52,868
+16,496
19
$9.78M 0.92%
284,046
+88,507
20
$9.4M 0.89%
186,906
+58,592
21
$9.39M 0.89%
218,170
+64,363
22
$8.91M 0.84%
114,167
+35,144
23
$8.5M 0.8%
25,328
+7,718
24
$8.31M 0.78%
42,272
+13,026
25
$8.04M 0.76%
183,428
+57,413
1
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