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
$1.76B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.87M
3
+$4.7M
4
DOW icon
Dow Inc
DOW
+$2.68M
5
META icon
Meta Platforms (Facebook)
META
+$2.4M

Top Sells

1
+$1.57M
2
+$1.25M
3
+$310K
4
MAT icon
Mattel
MAT
+$275K
5
GT icon
Goodyear
GT
+$263K

Sector Composition

1 Technology 19.22%
2 Financials 15.47%
3 Healthcare 13.61%
4 Consumer Discretionary 10.53%
5 Communication Services 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.9M 3.92%
514,533
+41,284
2
$66M 3.75%
1,334,756
+98,416
3
$55.9M 3.17%
589,940
+49,640
4
$32.6M 1.85%
168,680
+12,454
5
$26.2M 1.49%
188,428
+14,568
6
$25.9M 1.47%
231,938
+15,762
7
$24.3M 1.38%
450,380
+43,800
8
$22.9M 1.3%
298,576
+24,525
9
$22.5M 1.28%
416,120
+26,180
10
$21.4M 1.22%
123,278
+9,374
11
$19.5M 1.11%
91,660
+7,791
12
$19.3M 1.1%
176,067
+14,979
13
$18.9M 1.07%
651,092
+42,122
14
$17.8M 1.01%
127,155
+10,313
15
$17.2M 0.98%
680,092
+53,816
16
$17.1M 0.97%
312,168
+18,131
17
$17.1M 0.97%
415,609
+19,058
18
$17M 0.97%
64,298
+4,863
19
$16.7M 0.95%
133,936
+10,275
20
$16.6M 0.95%
80,045
+6,092
21
$16.6M 0.95%
291,235
+23,887
22
$16.5M 0.94%
67,727
+5,305
23
$15.4M 0.87%
191,920
+15,383
24
$15.3M 0.87%
318,598
+21,390
25
$14.6M 0.83%
285,867
+23,063
1
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