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
$2.38B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.5M
3
+$12.4M
4
META icon
Meta Platforms (Facebook)
META
+$5.77M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.96M

Top Sells

1
+$1.85M
2
+$993K
3
+$642K
4
TDG icon
TransDigm Group
TDG
+$425K
5
DINO icon
HF Sinclair
DINO
+$299K

Sector Composition

1 Technology 26.17%
2 Healthcare 14.06%
3 Financials 12.26%
4 Consumer Discretionary 12.22%
5 Communication Services 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$166M 6.97%
1,435,839
+145,803
2
$126M 5.26%
596,913
+64,403
3
$111M 4.63%
701,900
+78,540
4
$52.2M 2.19%
199,185
+22,048
5
$37.2M 1.56%
506,660
+51,160
6
$36.1M 1.51%
492,920
+54,100
7
$32.5M 1.36%
218,051
+24,128
8
$28.5M 1.2%
205,089
+22,582
9
$28.1M 1.18%
140,393
+14,542
10
$27.6M 1.16%
2,037,840
+236,760
11
$26.3M 1.1%
184,242
+21,387
12
$25M 1.05%
74,006
+8,046
13
$24.8M 1.04%
89,439
+9,029
14
$24.5M 1.03%
78,733
+8,970
15
$24.4M 1.02%
253,292
+26,303
16
$24.3M 1.02%
114,003
+12,799
17
$20.4M 0.85%
342,251
+37,585
18
$19.6M 0.82%
39,992
+4,503
19
$18.6M 0.78%
74,136
+12,409
20
$18.5M 0.78%
149,224
+16,589
21
$18.3M 0.77%
92,745
+10,827
22
$18.3M 0.77%
36,515
+4,210
23
$18.2M 0.76%
351,622
+35,603
24
$17.4M 0.73%
376,674
+42,777
25
$17.3M 0.73%
219,188
+23,104
1
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