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
$1.56B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.36M
3
+$5.23M
4
DIS icon
Walt Disney
DIS
+$3.42M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Top Sells

1
+$2.86M
2
+$1.29M
3
+$713K
4
DELL icon
Dell
DELL
+$601K
5
SCG
Scana
SCG
+$379K

Sector Composition

1 Technology 18.96%
2 Financials 14.93%
3 Healthcare 14.12%
4 Consumer Discretionary 10.54%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.7M 3.77%
1,236,340
+112,932
2
$55.8M 3.58%
473,249
+50,091
3
$48.1M 3.09%
540,300
+58,700
4
$26M 1.67%
156,226
+16,165
5
$24.3M 1.56%
173,860
+18,298
6
$23.9M 1.53%
406,580
+42,640
7
$22.9M 1.47%
389,940
+41,000
8
$22.1M 1.42%
274,051
+28,592
9
$21.9M 1.4%
216,176
+20,384
10
$17.8M 1.14%
113,904
+10,630
11
$16.8M 1.08%
83,869
+8,724
12
$16.8M 1.08%
608,970
+54,876
13
$16.8M 1.08%
161,088
+16,230
14
$16M 1.03%
396,551
+38,556
15
$16M 1.02%
297,208
+28,653
16
$15.9M 1.02%
294,037
+21,893
17
$15.8M 1.01%
267,348
+27,726
18
$15.4M 0.99%
62,422
+6,674
19
$15.2M 0.98%
123,661
+12,793
20
$14.8M 0.95%
626,276
+68,737
21
$14.2M 0.91%
73,953
+7,510
22
$14.1M 0.9%
291,558
+24,820
23
$14M 0.9%
176,537
+14,393
24
$14M 0.9%
59,435
+5,843
25
$13.4M 0.86%
35,228
+3,345
1
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