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
$1.94B
AUM Growth
-$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.73M
3
+$1.37M
4
CARR icon
Carrier Global
CARR
+$1.36M
5
MRNA icon
Moderna
MRNA
+$1.3M

Top Sells

1
+$47.2M
2
+$40.9M
3
+$31.5M
4
META icon
Meta Platforms (Facebook)
META
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12M

Sector Composition

1 Technology 25.3%
2 Healthcare 14.6%
3 Financials 12.87%
4 Consumer Discretionary 11.21%
5 Communication Services 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$118M 6.05%
1,290,036
-517,048
2
$108M 5.57%
532,510
-201,196
3
$86M 4.42%
623,360
-228,480
4
$40.2M 2.07%
177,137
-66,585
5
$32.2M 1.66%
455,500
-166,380
6
$31.1M 1.6%
438,820
-169,560
7
$27.3M 1.4%
193,923
-74,368
8
$24.3M 1.25%
125,851
-46,132
9
$21.8M 1.12%
182,507
-69,445
10
$21.4M 1.1%
226,989
-93,053
11
$20.6M 1.06%
69,763
-26,562
12
$20.1M 1.04%
80,410
-29,021
13
$19.5M 1%
65,960
-26,272
14
$18.9M 0.97%
316,019
-130,526
15
$18.1M 0.93%
101,204
-30,192
16
$17.1M 0.88%
1,801,080
-511,520
17
$16.8M 0.86%
304,666
-115,369
18
$16M 0.82%
702,406
-276,070
19
$15.4M 0.79%
35,489
-12,831
20
$14.8M 0.76%
132,635
-46,961
21
$14.7M 0.76%
32,305
-11,993
22
$14.6M 0.75%
312,547
-122,761
23
$14.5M 0.74%
196,084
-77,916
24
$14.3M 0.73%
81,918
-30,200
25
$14M 0.72%
312,119
-111,851
1
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