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
$5.95B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.7M
3
+$4.66M
4
PLD icon
Prologis
PLD
+$3.97M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.71M

Top Sells

1
+$9.6M
2
+$9.16M
3
+$7.04M
4
DUK icon
Duke Energy
DUK
+$5.43M
5
SO icon
Southern Company
SO
+$5.31M

Sector Composition

1 Technology 24.34%
2 Healthcare 15.97%
3 Financials 13.39%
4 Consumer Discretionary 9.77%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$377M 6.34%
2,903,593
+90,214
2
$309M 5.18%
1,286,492
+48,919
3
$138M 2.33%
1,648,524
+55,438
4
$99.2M 1.67%
1,118,175
+10,097
5
$90.7M 1.52%
171,082
+6,566
6
$84.9M 1.43%
962,166
+42,025
7
$84.8M 1.42%
480,018
+17,909
8
$79.3M 1.33%
719,377
+4,660
9
$70.2M 1.18%
523,312
+16,300
10
$69.6M 1.17%
225,445
+3,115
11
$66.8M 1.12%
4,572,410
+228,890
12
$63.6M 1.07%
419,482
+3,220
13
$61.6M 1.03%
296,302
+12,136
14
$61.3M 1.03%
341,582
+19,077
15
$59.6M 1%
483,443
+23,612
16
$58.7M 0.99%
185,904
+9,120
17
$54.3M 0.91%
156,270
+6,749
18
$53.6M 0.9%
146,463
+6,537
19
$52.5M 0.88%
1,024,125
+58,601
20
$51.8M 0.87%
320,661
+12,893
21
$51.7M 0.87%
466,267
+28,701
22
$48.5M 0.82%
403,369
+10,483
23
$44.6M 0.75%
701,052
+4,100
24
$43.4M 0.73%
240,354
+5,575
25
$42.4M 0.71%
1,281,006
+28,021
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