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
$1.32B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.3M
3
+$6.19M
4
META icon
Meta Platforms (Facebook)
META
+$2.98M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.78M

Top Sells

1
+$886K
2
+$689K
3
+$576K
4
ROL icon
Rollins
ROL
+$83.1K
5
NWSA icon
News Corp Class A
NWSA
+$80.3K

Sector Composition

1 Technology 19.2%
2 Financials 15.61%
3 Healthcare 14.06%
4 Consumer Discretionary 10.62%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.6M 4.45%
1,038,432
+119,024
2
$44.1M 3.35%
385,437
+54,125
3
$43.6M 3.31%
435,720
+62,920
4
$20.8M 1.58%
126,687
+18,148
5
$20.3M 1.54%
179,788
+24,335
6
$19.8M 1.5%
331,780
+46,500
7
$19.6M 1.49%
141,630
+20,106
8
$19M 1.44%
315,480
+45,020
9
$19M 1.44%
223,558
+31,648
10
$15M 1.14%
508,834
+68,049
11
$14.4M 1.1%
67,397
+9,646
12
$14.2M 1.07%
94,354
+12,723
13
$13.6M 1.03%
325,569
+41,523
14
$13.5M 1.02%
50,731
+6,918
15
$12.9M 0.98%
507,664
+72,470
16
$12.9M 0.98%
244,633
+32,784
17
$12.6M 0.96%
61,000
+8,132
18
$12.3M 0.94%
100,915
+14,425
19
$12.1M 0.92%
248,311
+30,141
20
$11.6M 0.88%
218,092
+31,186
21
$11.6M 0.88%
246,023
+34,130
22
$11M 0.84%
132,714
+18,547
23
$10.9M 0.83%
48,960
+6,688
24
$10.9M 0.83%
29,250
+3,922
25
$10.1M 0.76%
148,775
+20,832
1
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