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
$9.23B
AUM Growth
-$612M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.71M
3
+$3.5M
4
MSTR icon
Strategy Inc
MSTR
+$2.5M
5
SCHW icon
Charles Schwab
SCHW
+$1.77M

Top Sells

1
+$6.59M
2
+$6.34M
3
+$6.19M
4
DUK icon
Duke Energy
DUK
+$5.81M
5
AMT icon
American Tower
AMT
+$5.67M

Sector Composition

1 Technology 30.27%
2 Financials 13.41%
3 Healthcare 11.15%
4 Consumer Discretionary 10.4%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$628M 6.81%
2,826,876
-23,969
2
$502M 5.44%
4,629,986
-15,915
3
$500M 5.42%
1,331,653
+243
4
$332M 3.6%
1,747,141
+7,445
5
$233M 2.53%
404,563
-1,534
6
$163M 1.77%
1,055,890
-3,556
7
$154M 1.66%
982,650
-7,659
8
$141M 1.53%
545,174
+4,801
9
$141M 1.53%
842,741
+3,974
10
$128M 1.39%
523,168
-5,228
11
$128M 1.38%
239,911
+2,612
12
$126M 1.36%
152,300
-1,216
13
$114M 1.24%
326,588
+13,728
14
$92.8M 1.01%
780,046
-1,756
15
$91.8M 0.99%
175,277
+346
16
$85.3M 0.93%
155,712
-2,127
17
$77.1M 0.84%
452,647
-1,204
18
$76.5M 0.83%
80,909
+1,122
19
$75.8M 0.82%
457,246
+3,347
20
$74.1M 0.8%
79,450
-563
21
$70.1M 0.76%
334,604
+3,741
22
$70.1M 0.76%
797,963
-1,658
23
$67.7M 0.73%
184,673
-956
24
$54.6M 0.59%
762,841
+3,837
25
$53.8M 0.58%
1,289,642
-17,070
1
2 3 4 5