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
$9.84B
AUM Growth
-$584M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$2.9M
3
+$2.85M
4
NLY icon
Annaly Capital Management
NLY
+$936K
5
HAL icon
Halliburton
HAL
+$895K

Top Sells

1
+$57.8M
2
+$50.6M
3
+$34M
4
AMZN icon
Amazon
AMZN
+$33.2M
5
META icon
Meta Platforms (Facebook)
META
+$22M

Sector Composition

1 Technology 32.43%
2 Financials 12.29%
3 Consumer Discretionary 11.19%
4 Healthcare 9.93%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$714M 7.26%
2,850,845
-135,704
2
$624M 6.34%
4,645,901
-430,174
3
$561M 5.7%
1,331,410
-120,031
4
$382M 3.88%
1,739,696
-151,179
5
$238M 2.42%
406,097
-37,547
6
$218M 2.22%
540,373
-46,087
7
$201M 2.04%
1,059,446
-88,021
8
$194M 1.98%
838,767
-74,073
9
$189M 1.92%
990,309
-100,670
10
$127M 1.29%
528,396
-49,949
11
$119M 1.2%
153,516
-13,800
12
$108M 1.09%
237,299
-22,234
13
$98.9M 1.01%
312,860
-12,042
14
$88.5M 0.9%
174,931
-14,994
15
$84.1M 0.85%
781,802
-88,864
16
$83.1M 0.84%
157,839
-14,207
17
$76.1M 0.77%
453,851
-25,951
18
$73.1M 0.74%
79,787
-7,547
19
$72.2M 0.73%
799,621
-77,009
20
$72.2M 0.73%
185,629
-16,802
21
$71.3M 0.72%
80,013
-7,550
22
$65.6M 0.67%
453,899
-32,749
23
$61.2M 0.62%
183,073
-17,081
24
$58.8M 0.6%
330,863
-29,681
25
$57.4M 0.58%
1,306,712
-118,693
1
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