II
IFM Investors Portfolio holdings
AUM
$11.4B
1-Year Est. Return
27.82%
1 Year Est. Return
+27.82%
AUM
$10.5B
AUM Growth
+$1.28B
(+14%)
Holding
655
Top Buys
| 1 | +$25.4M | |
| 2 | +$25.2M | |
| 3 | +$21.7M | |
| 4 |
Amazon
AMZN
|
+$19M |
| 5 |
Meta Platforms (Facebook)
META
|
+$13.3M |
Top Sells
| 1 | +$8.33M | |
| 2 | +$5.02M | |
| 3 | +$3.46M | |
| 4 |
Assurant
AIZ
|
+$2.66M |
| 5 |
Host Hotels & Resorts
HST
|
+$2.62M |
Sector Composition
| 1 | Technology | 33.89% |
| 2 | Financials | 13.13% |
| 3 | Consumer Discretionary | 10.55% |
| 4 | Communication Services | 10.09% |
| 5 | Healthcare | 9.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.53T
| $757M | 7.21% |
4,790,898
+160,912
|
|
||
2
Microsoft
MSFT
$3.89T
| $688M | 6.55% |
1,382,344
+50,691
|
|
||
3
Apple
AAPL
$3.9T
| $602M | 5.73% |
2,932,508
+105,632
|
|
||
|
4
Amazon
AMZN
$2.39T
| $402M | 3.83% |
1,833,933
+86,792
|
|
||
|
5
Meta Platforms (Facebook)
META
$1.85T
| $312M | 2.97% |
422,639
+18,076
|
|
||
6
Broadcom
AVGO
$1.67T
| $242M | 2.3% |
876,992
+34,251
|
|
||
7
Alphabet (Google) Class A
GOOGL
$3.14T
| $195M | 1.86% |
1,106,600
+50,710
|
|
||
8
Tesla
TSLA
$1.44T
| $180M | 1.72% |
567,766
+22,592
|
|
||
|
9
Alphabet (Google) Class C
GOOG
$3.15T
| $178M | 1.69% |
1,003,162
+20,512
|
|
||
10
JPMorgan Chase
JPM
$818B
| $155M | 1.48% |
536,123
+12,955
|
|
||
11
Eli Lilly
LLY
$740B
| $123M | 1.17% |
158,272
+5,972
|
|
||
12
Berkshire Hathaway Class B
BRK.B
$1.06T
| $121M | 1.16% |
250,069
+10,158
|
|
||
13
Visa
V
$674B
| $120M | 1.14% |
336,687
+10,099
|
|
||
14
Netflix
NFLX
$464B
| $111M | 1.06% |
82,889
+3,439
|
|
||
15
Mastercard
MA
$519B
| $90.1M | 0.86% |
160,368
+4,656
|
|
||
16
Exxon Mobil
XOM
$492B
| $86.6M | 0.82% |
803,375
+23,329
|
|
||
17
Costco
COST
$413B
| $82.6M | 0.79% |
83,402
+2,493
|
|
||
18
Walmart
WMT
$846B
| $81.1M | 0.77% |
829,310
+31,347
|
|
||
19
Procter & Gamble
PG
$357B
| $74.4M | 0.71% |
467,011
+14,364
|
|
||
20
Johnson & Johnson
JNJ
$459B
| $72.5M | 0.69% |
474,377
+17,131
|
|
||
21
Oracle
ORCL
$808B
| $71.3M | 0.68% |
326,134
+11,536
|
|
||
22
Home Depot
HD
$385B
| $71.1M | 0.68% |
193,994
+9,321
|
|
||
23
Bank of America
BAC
$385B
| $66.4M | 0.63% |
1,402,856
+113,214
|
|
||
24
AbbVie
ABBV
$403B
| $64.4M | 0.61% |
346,697
+12,093
|
|
||
25
Palantir
PLTR
$438B
| $56.3M | 0.54% |
412,888
+29,898
|
|