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IFM Investors Portfolio holdings

AUM $15.1B
1-Year Est. Return 40.57%
This Fund
S&P 500
This Quarter Est. Return
-3.89%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$5.5B
AUM Growth
-$198M
Cap. Flow
+$105M
Cap. Flow %
1.9%
Top 10 Hldgs %
26.42%
Holding
649
New
5
Increased
341
Reduced
47
Closed
9

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$6.58M
2
AAPL icon
Apple
AAPL
+$5.97M
3
AMZN icon
Amazon
AMZN
+$4.46M
4
TSLA icon
Tesla
TSLA
+$3.14M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$2.98M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$1.81M
2
TWTR
Twitter, Inc.
TWTR
+$648K
3
PTON icon
Peloton Interactive
PTON
+$375K
4
CVX icon
Chevron
CVX
+$314K
5
CVNA icon
Carvana
CVNA
+$243K

Sector Composition

Rank Sector Weight
1 Technology 24.55%
2 Healthcare 14.69%
3 Financials 12.4%
4 Consumer Discretionary 11.46%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTB icon
226
M&T Bank
MTB
$36.2B
$5.43M 0.1%
30,820
+364
+1% +$64.4K
ALB icon
227
Albemarle
ALB
$15.5B
$5.43M 0.1%
20,530
+550
+3% +$140K
GPN icon
228
Global Payments
GPN
$22.8B
$5.33M 0.1%
49,294
– –
AMP icon
229
Ameriprise Financial
AMP
$48.8B
$5.29M 0.1%
20,987
+1,169
+6% +$308K
TWTR
230
DELISTED
Twitter, Inc.
TWTR
$5.26M 0.1%
120,059
-15,921
-12% -$648K
DLTR icon
231
Dollar Tree
DLTR
$25.2B
$5.25M 0.1%
38,572
-524
-1% -$81.5K
KR icon
232
Kroger
KR
$34.8B
$5.21M 0.09%
119,175
– –
WDAY icon
233
Workday
WDAY
$44.4B
$5.21M 0.09%
34,225
+826
+2% +$129K
ILMN icon
234
Illumina
ILMN
$28.4B
$5.21M 0.09%
28,050
+118
+0.4% +$23.3K
HES
235
DELISTED
Hess
HES
$5.2M 0.09%
47,751
+1,014
+2% +$112K
ANET icon
236
Arista Networks
ANET
$238B
$5.19M 0.09%
183,824
-2,252
-1% -$64.9K
CTSH icon
237
Cognizant
CTSH
$26B
$5.17M 0.09%
90,086
+372
+0.4% +$24.4K
KEYS icon
238
Keysight
KEYS
$58.3B
$5.14M 0.09%
32,696
+846
+3% +$135K
BNY
239
Bank of New York Mellon
BNY
$107B
$5.08M 0.09%
131,924
+3,882
+3% +$166K
PCAR icon
240
PACCAR
PCAR
$70.1B
$5.04M 0.09%
90,371
-1,191
-1% -$69.2K
CNP icon
241
CenterPoint Energy
CNP
$26.8B
$4.99M 0.09%
177,031
+399
+0.2% +$12.4K
AVB icon
242
AvalonBay Communities
AVB
$26.8B
$4.98M 0.09%
27,052
+730
+3% +$147K
HPQ icon
243
HP
HPQ
$27.5B
$4.97M 0.09%
199,620
– –
SPG icon
244
Simon Property Group
SPG
$72.3B
$4.96M 0.09%
55,214
– –
XYZ
245
Block Inc
XYZ
$47.5B
$4.95M 0.09%
89,940
+1,660
+2% +$118K
WELL icon
246
Welltower
WELL
$171B
$4.91M 0.09%
76,326
+2,027
+3% +$158K
CSGP icon
247
CoStar Group
CSGP
$12.3B
$4.89M 0.09%
70,285
+1,939
+3% +$135K
DD icon
248
DuPont de Nemours
DD
$19.2B
$4.88M 0.09%
77,122
+3,604
+5% +$257K
BAX icon
249
Baxter International
BAX
$14.2B
$4.86M 0.09%
90,282
+1,973
+2% +$119K
CMI icon
250
Cummins
CMI
$88.7B
$4.84M 0.09%
23,804
– –
8 9
10
11 12

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

IFM Investors's Q3 2022 Portfolio in Review

As of Q3 2022, IFM Investors held 649 positions worth $5.5B, down 3.5% from $5.7B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Trading was light in Q3 2022: portfolio turnover was 2.2%. IFM Investors opened 5 new positions and exited 9, leaving the 649-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 25% a quarter earlier, followed by Healthcare and Financials.

  • IFM Investors's largest Q3 2022 buy was Gaming and Leisure Properties: 60,276 shares worth $2.67M.
  • IFM Investors added most to Microsoft in Q3 2022, an estimated $6.58M increase.
  • IFM Investors's biggest Q3 2022 reduction was Twitter, Inc., cutting an estimated $648K.
  • IFM Investors fully exited Baidu in Q3 2022, selling an estimated $1.81M.
  • IFM Investors's ten largest holdings make up 26% of its $5.5B portfolio in Q3 2022.
  • IFM Investors opened 5 new positions and closed 9 in Q3 2022.
  • IFM Investors's portfolio value fell 3.5% quarter-over-quarter to $5.5B.

Based on IFM Investors's 13F filing for Q3 2022, filed 12 Oct 2022.