II
IFM Investors Portfolio holdings
AUM
$12B
1-Year Est. Return
26.84%
This Fund
S&P 500
1 Year Est. Return
+26.84%
AUM
$11.4B
AUM Growth
+$870M
(+8.3%)
Holding
628
Top Buys
| 1 | +$95.2M | |
| 2 | +$8.78M | |
| 3 | +$5.24M | |
| 4 |
SoFi Technologies
SOFI
|
+$4.98M |
| 5 |
Tapestry
TPR
|
+$4.41M |
Top Sells
| 1 | +$8.92M | |
| 2 | +$4.29M | |
| 3 | +$3.3M | |
| 4 |
JNPR
Juniper Networks
JNPR
|
+$3.09M |
| 5 |
Meta Platforms (Facebook)
META
|
+$2.75M |
Sector Composition
| 1 | Technology | 34.63% |
| 2 | Financials | 12.7% |
| 3 | Consumer Discretionary | 10.68% |
| 4 | Communication Services | 10.66% |
| 5 | Healthcare | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.49T
| $853M | 7.5% |
4,787,798
-3,100
|
|
||
2
Apple
AAPL
$3.83T
| $744M | 6.54% |
2,913,522
-18,986
|
|
||
3
Microsoft
MSFT
$3.01T
| $705M | 6.2% |
1,379,214
-3,130
|
|
||
4
Amazon
AMZN
$2.3T
| $403M | 3.54% |
1,832,257
-1,676
|
|
||
|
5
Meta Platforms (Facebook)
META
$1.65T
| $312M | 2.74% |
418,947
-3,692
|
|
||
6
Broadcom
AVGO
$1.62T
| $293M | 2.58% |
876,604
-388
|
|
||
7
Alphabet (Google) Class A
GOOGL
$3.71T
| $271M | 2.39% |
1,100,926
-5,674
|
|
||
8
Tesla
TSLA
$1.5T
| $250M | 2.2% |
567,747
-19
|
|
||
|
9
Alphabet (Google) Class C
GOOG
$3.71T
| $247M | 2.17% |
997,324
-5,838
|
|
||
10
JPMorgan Chase
JPM
$779B
| $169M | 1.48% |
533,538
-2,585
|
|
||
11
Berkshire Hathaway Class B
BRK.B
$1.07T
| $126M | 1.11% |
251,745
+1,676
|
|
||
12
Eli Lilly
LLY
$894B
| $114M | 1% |
157,572
-700
|
|
||
13
Visa
V
$605B
| $113M | 0.99% |
334,967
-1,720
|
|
||
14
Netflix
NFLX
$409B
| $99.9M | 0.88% |
825,020
-3,870
|
|
||
15
Mastercard
MA
$459B
| $94.2M | 0.83% |
166,662
+6,294
|
|
||
16
Exxon Mobil
XOM
$617B
| $93.8M | 0.82% |
799,961
-3,414
|
|
||
17
Oracle
ORCL
$429B
| $93M | 0.82% |
328,222
+2,088
|
|
||
18
iShares MSCI India ETF
INDA
$8.79B
| $93M | 0.82% |
+1,780,559
|
|
||
19
Walmart Inc
WMT
$997B
| $85.3M | 0.75% |
826,567
-2,743
|
|
||
20
Johnson & Johnson
JNJ
$587B
| $84.9M | 0.75% |
472,531
-1,846
|
|
||
21
Home Depot
HD
$356B
| $79.5M | 0.7% |
193,761
-233
|
|
||
22
Palantir
PLTR
$361B
| $77.6M | 0.68% |
436,896
+24,008
|
|
||
23
Costco
COST
$443B
| $76.3M | 0.67% |
83,294
-108
|
|
||
24
AbbVie
ABBV
$401B
| $76.2M | 0.67% |
345,297
-1,400
|
|
||
25
Bank of America
BAC
$348B
| $72.8M | 0.64% |
1,393,483
-9,373
|
|