II

IFM Investors Portfolio holdings

AUM $11.4B
1-Year Est. Return 27.82%
This Quarter Est. Return
1 Year Est. Return
+27.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.25M
3
+$3.99M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
CSL icon
Carlisle Companies
CSL
+$2.74M

Top Sells

1
+$1.81M
2
+$698K
3
+$375K
4
CVX icon
Chevron
CVX
+$296K
5
CVNA icon
Carvana
CVNA
+$243K

Sector Composition

1 Technology 24.56%
2 Healthcare 14.69%
3 Financials 12.39%
4 Consumer Discretionary 11.46%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$389M 7.07%
2,813,379
+38,017
2
$288M 5.24%
1,237,573
+24,932
3
$180M 3.27%
1,593,086
+35,294
4
$122M 2.22%
459,831
+11,235
5
$107M 1.94%
1,108,078
+7,278
6
$88M 1.6%
920,141
+26,001
7
$83.1M 1.51%
164,516
+5,225
8
$75.5M 1.37%
462,109
+15,053
9
$62.4M 1.13%
714,717
+5,301
10
$59.4M 1.08%
222,330
+7,470
11
$53.3M 0.97%
392,886
+2,801
12
$53M 0.96%
507,012
+7,984
13
$52.7M 0.96%
4,343,520
+74,340
14
$52.6M 0.96%
416,262
+14,822
15
$50.5M 0.92%
284,166
+1,972
16
$48.8M 0.89%
176,784
+758
17
$46.3M 0.84%
322,505
-2,062
18
$45.2M 0.82%
139,926
+1,952
19
$44.6M 0.81%
568,744
+4,167
20
$42.5M 0.77%
149,521
+1,036
21
$42.3M 0.77%
965,524
+22,746
22
$41.3M 0.75%
307,768
+2,868
23
$39M 0.71%
696,952
+11,483
24
$38.3M 0.7%
234,779
+3,013
25
$37.8M 0.69%
1,252,985
+12,503
1
2 3 4 5