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
$6.59B
AUM Growth
+$638M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.5M
3
+$6.35M
4
GEHC icon
GE HealthCare
GEHC
+$5.5M
5
TEAM icon
Atlassian
TEAM
+$5.15M

Top Sells

1
+$4.82M
2
+$2.5M
3
+$1.76M
4
SBNY
Signature Bank
SBNY
+$1.41M
5
MPC icon
Marathon Petroleum
MPC
+$1.12M

Sector Composition

1 Technology 27.82%
2 Healthcare 14.26%
3 Financials 12.04%
4 Consumer Discretionary 10.63%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$489M 7.42%
2,967,391
+63,798
2
$383M 5.82%
1,330,120
+43,628
3
$177M 2.68%
1,709,983
+61,459
4
$129M 1.96%
4,657,430
+85,020
5
$119M 1.8%
1,140,629
+22,454
6
$104M 1.58%
503,282
+19,839
7
$103M 1.56%
990,296
+28,130
8
$87.5M 1.33%
412,833
+9,464
9
$83.3M 1.26%
176,191
+5,109
10
$80.9M 1.23%
737,675
+18,298
11
$76.3M 1.16%
492,511
+12,493
12
$72M 1.09%
233,117
+7,672
13
$71.2M 1.08%
546,608
+23,296
14
$68.6M 1.04%
304,364
+8,062
15
$63.8M 0.97%
429,355
+9,873
16
$58.3M 0.88%
160,482
+4,212
17
$57M 0.87%
349,628
+8,046
18
$56.3M 0.85%
190,876
+4,972
19
$52.6M 0.8%
330,289
+9,628
20
$51.9M 0.79%
151,054
+4,591
21
$51.1M 0.78%
480,561
+14,294
22
$49.9M 0.76%
777,230
+59,420
23
$45.6M 0.69%
250,328
+9,974
24
$45.5M 0.69%
734,131
+33,079
25
$42.9M 0.65%
1,051,703
+27,578
1
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