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
$1.24B
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.45M
3
+$3.35M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.8M
5
META icon
Meta Platforms (Facebook)
META
+$1.75M

Top Sells

1
+$3.48M
2
+$2.81M
3
+$2.43M
4
COL
Rockwell Collins
COL
+$1.21M
5
CA
CA, Inc.
CA
+$794K

Sector Composition

1 Technology 18.12%
2 Financials 15.34%
3 Healthcare 15.04%
4 Consumer Discretionary 10.43%
5 Communication Services 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.3M 3.58%
1,123,408
+84,976
2
$43M 3.48%
423,158
+37,721
3
$36.2M 2.93%
481,600
+45,880
4
$20.1M 1.62%
155,562
+13,932
5
$19.1M 1.55%
195,792
+16,004
6
$18.8M 1.52%
363,940
+32,160
7
$18.4M 1.48%
140,061
+13,374
8
$18.2M 1.47%
348,940
+33,460
9
$16.7M 1.35%
245,459
+21,901
10
$15.3M 1.24%
75,145
+7,748
11
$14.8M 1.2%
357,995
+32,426
12
$13.9M 1.12%
55,748
+5,017
13
$13.7M 1.1%
554,094
+45,260
14
$13.6M 1.1%
103,274
+8,920
15
$13.5M 1.09%
239,622
+21,530
16
$13.3M 1.08%
144,858
+12,144
17
$12.6M 1.02%
268,555
+22,532
18
$12.3M 0.99%
266,738
+22,105
19
$12.1M 0.98%
110,868
+9,953
20
$12M 0.97%
557,539
+49,875
21
$11.8M 0.96%
162,144
+13,369
22
$11.8M 0.95%
272,144
+23,833
23
$11.4M 0.92%
66,443
+5,443
24
$11.1M 0.9%
233,799
+20,455
25
$10.3M 0.83%
31,883
+2,633
1
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