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
$4.89B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$45.6M
3
+$35.4M
4
ACN icon
Accenture
ACN
+$24.8M
5
META icon
Meta Platforms (Facebook)
META
+$19.9M

Top Sells

1
+$67.7M
2
+$4.02M
3
+$1.84M
4
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$1.07M
5
IVZ icon
Invesco
IVZ
+$1.05M

Sector Composition

1 Technology 27.03%
2 Financials 13.89%
3 Healthcare 13.38%
4 Consumer Discretionary 12.18%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$305M 6.23%
2,224,602
+373,363
2
$257M 5.26%
950,467
+168,206
3
$195M 3.99%
1,133,640
+205,640
4
$110M 2.24%
315,398
+57,222
5
$97M 1.98%
794,260
+147,460
6
$69.3M 1.42%
305,715
+57,126
7
$65.7M 1.34%
3,282,760
+593,280
8
$63M 1.29%
405,034
+73,242
9
$57.5M 1.18%
349,022
+61,448
10
$52.4M 1.07%
224,123
+40,227
11
$50.4M 1.03%
125,852
+22,257
12
$49.8M 1.02%
179,221
+32,494
13
$45M 0.92%
141,122
+25,400
14
$44.1M 0.9%
326,747
+56,134
15
$43.1M 0.88%
147,909
+26,673
16
$42.9M 0.88%
117,575
+20,862
17
$42.7M 0.87%
1,036,171
+186,733
18
$42.2M 0.86%
240,104
+43,224
19
$38M 0.78%
64,917
+11,839
20
$35.1M 0.72%
556,529
+103,387
21
$34.7M 0.71%
607,787
+109,986
22
$31.1M 0.63%
58,806
+10,801
23
$30.7M 0.63%
547,111
+90,433
24
$30.4M 0.62%
542,000
+92,850
25
$30M 0.61%
122,898
+23,762
1
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