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
$3.74B
AUM Growth
+$591M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$20.7M
3
+$16.6M
4
META icon
Meta Platforms (Facebook)
META
+$7.68M
5
TSLA icon
Tesla
TSLA
+$7.34M

Top Sells

1
+$1.38M
2
+$1.1M
3
+$694K
4
SNOW icon
Snowflake
SNOW
+$35.6K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$24.9K

Sector Composition

1 Technology 25.32%
2 Financials 13.68%
3 Healthcare 13.19%
4 Consumer Discretionary 12.1%
5 Communication Services 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$226M 6.05%
1,851,239
+201,068
2
$184M 4.93%
782,261
+87,957
3
$144M 3.84%
928,000
+107,520
4
$76M 2.03%
258,176
+26,086
5
$67.7M 1.81%
654,200
+70,520
6
$66.7M 1.78%
646,800
+70,460
7
$55.3M 1.48%
248,589
+32,946
8
$50.5M 1.35%
331,792
+37,620
9
$47.3M 1.26%
287,574
+33,306
10
$38.9M 1.04%
183,896
+20,850
11
$38.5M 1.03%
103,595
+11,874
12
$37.5M 1%
146,727
+13,139
13
$36.6M 0.98%
270,613
+30,918
14
$36.3M 0.97%
196,880
+22,879
15
$35.9M 0.96%
2,689,480
+308,680
16
$35.3M 0.95%
115,722
+11,785
17
$34.4M 0.92%
96,713
+10,481
18
$32.9M 0.88%
849,438
+95,984
19
$29.4M 0.79%
121,236
+13,474
20
$28.7M 0.77%
449,150
+39,353
21
$26.9M 0.72%
497,801
+59,076
22
$26.6M 0.71%
456,678
+57,745
23
$25.3M 0.68%
453,142
+44,874
24
$25.2M 0.68%
53,078
+6,660
25
$25M 0.67%
48,005
+5,523
1
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