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
$5.45B
AUM Growth
+$619M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$32.6M
3
+$31M
4
TXN icon
Texas Instruments
TXN
+$22.9M
5
SCHW icon
Charles Schwab
SCHW
+$16.4M

Top Sells

1
+$7.55M
2
+$4.08M
3
+$3.47M
4
ORCL icon
Oracle
ORCL
+$2.17M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.13M

Sector Composition

1 Technology 28.21%
2 Healthcare 13.26%
3 Financials 12.65%
4 Consumer Discretionary 12.61%
5 Communication Services 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$387M 7.1%
2,179,810
-42,543
2
$317M 5.81%
942,131
-12,134
3
$200M 3.66%
1,197,020
-9,740
4
$117M 2.15%
332,355
+5,304
5
$114M 2.09%
787,760
-8,840
6
$111M 2.03%
765,840
-14,700
7
$104M 1.91%
310,387
-4,812
8
$96.9M 1.78%
3,295,790
-25,570
9
$62.9M 1.15%
397,050
-7,046
10
$62.5M 1.15%
124,421
-984
11
$59.7M 1.09%
348,778
-4,001
12
$57.3M 1.05%
138,181
-2,235
13
$52.9M 0.97%
323,152
-4,391
14
$52.2M 0.96%
174,690
-2,419
15
$48.4M 0.89%
223,188
-3,569
16
$45.1M 0.83%
1,014,310
-22,478
17
$42.8M 0.78%
+724,391
18
$41.6M 0.76%
115,830
-1,737
19
$37.1M 0.68%
239,578
-3,028
20
$36.5M 0.67%
64,359
-709
21
$35.3M 0.65%
530,970
-5,410
22
$35M 0.64%
552,580
-7,620
23
$35M 0.64%
58,094
-739
24
$34.3M 0.63%
51,352
-714
25
$33.7M 0.62%
550,070
-6,759
1
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