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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
+8.94%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$5.95B
AUM Growth
+$452M
Cap. Flow
+$115M
Cap. Flow %
1.92%
Top 10 Hldgs %
23.56%
Holding
657
New
17
Increased
341
Reduced
81
Closed
35

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$12.9M
2
MSFT icon
Microsoft
MSFT
+$11.7M
3
AMZN icon
Amazon
AMZN
+$5.48M
4
TSLA icon
Tesla
TSLA
+$4.47M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.99M

Top Sells

Rank Stock Value
1
NEE icon
NextEra Energy
NEE
+$9.28M
2
UNP icon
Union Pacific
UNP
+$9.07M
3
AMT icon
American Tower
AMT
+$6.91M
4
TWTR
Twitter, Inc.
TWTR
+$5.26M
5
DUK icon
Duke Energy
DUK
+$5.06M

Sector Composition

Rank Sector Weight
1 Technology 24.33%
2 Healthcare 15.97%
3 Financials 13.4%
4 Consumer Discretionary 9.77%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NUE icon
226
Nucor
NUE
$62.1B
$5.96M 0.1%
45,215
– –
XYZ
227
Block Inc
XYZ
$47.5B
$5.94M 0.1%
94,509
+4,569
+5% +$282K
MRVL icon
228
Marvell Technology
MRVL
$196B
$5.92M 0.1%
159,762
+11,388
+8% +$465K
RMD icon
229
ResMed
RMD
$30.7B
$5.91M 0.1%
28,393
+1,709
+6% +$375K
CBRE icon
230
CBRE Group
CBRE
$42.9B
$5.91M 0.1%
76,769
+18,786
+32% +$1.39M
ILMN icon
231
Illumina
ILMN
$28.4B
$5.88M 0.1%
29,877
+1,827
+7% +$379K
SNOW icon
232
Snowflake
SNOW
$115B
$5.85M 0.1%
40,775
+3,344
+9% +$510K
HSY icon
233
Hershey
HSY
$36.6B
$5.85M 0.1%
25,258
+326
+1% +$75.2K
OTIS icon
234
Otis Worldwide
OTIS
$28.2B
$5.81M 0.1%
74,147
+2,000
+3% +$148K
WDAY icon
235
Workday
WDAY
$44.4B
$5.81M 0.1%
34,700
+475
+1% +$74.1K
ABNB icon
236
Airbnb
ABNB
$107B
$5.77M 0.1%
67,509
+3,151
+5% +$318K
URI icon
237
United Rentals
URI
$72.4B
$5.67M 0.1%
15,941
+2,944
+23% +$967K
CSGP icon
238
CoStar Group
CSGP
$12.3B
$5.63M 0.09%
72,841
+2,556
+4% +$200K
ANET icon
239
Arista Networks
ANET
$238B
$5.6M 0.09%
184,668
+844
+0.5% +$26K
KEYS icon
240
Keysight
KEYS
$58.3B
$5.59M 0.09%
32,696
– –
HIG icon
241
Hartford Financial Services
HIG
$39.3B
$5.57M 0.09%
73,508
+13,496
+22% +$972K
ALNY icon
242
Alnylam Pharmaceuticals
ALNY
$29.3B
$5.57M 0.09%
23,421
+3,357
+17% +$716K
AME icon
243
Ametek
AME
$58.2B
$5.56M 0.09%
39,786
+18,454
+87% +$2.45M
ETR icon
244
Entergy
ETR
$50B
$5.54M 0.09%
98,552
-20,972
-18% -$1.15M
PPG icon
245
PPG Industries
PPG
$26.6B
$5.51M 0.09%
43,834
+2,578
+6% +$316K
VRSK icon
246
Verisk Analytics
VRSK
$25B
$5.48M 0.09%
31,049
+3,989
+15% +$701K
BKR icon
247
Baker Hughes
BKR
$61.1B
$5.47M 0.09%
185,231
+19,599
+12% +$541K
PCG icon
248
PG&E
PCG
$38.5B
$5.46M 0.09%
336,011
-103,389
-24% -$1.56M
DLTR icon
249
Dollar Tree
DLTR
$25.2B
$5.46M 0.09%
38,572
– –
PPL
250
PPL Corp
PPL
$26.7B
$5.45M 0.09%
186,581
-54,539
-23% -$1.5M
8 9
10
11 12

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UM
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FCAS
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RFC
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IFM Investors's Q4 2022 Portfolio in Review

As of Q4 2022, IFM Investors held 657 positions worth $5.95B, up 8.2% from $5.5B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

IFM Investors's Q4 2022 filing shows 17 new, 341 increased, 81 reduced and 35 closed positions. Its largest new stake was First Solar: 18,288 shares worth $2.74M. The largest sale was NextEra Energy, an estimated $9.28M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 25% a quarter earlier, followed by Healthcare and Financials.

  • IFM Investors's largest Q4 2022 buy was First Solar: 18,288 shares worth $2.74M.
  • IFM Investors added most to Apple in Q4 2022, an estimated $12.9M increase.
  • IFM Investors's biggest Q4 2022 reduction was NextEra Energy, cutting an estimated $9.28M.
  • IFM Investors fully exited Twitter, Inc. in Q4 2022, selling an estimated $5.26M.
  • IFM Investors's ten largest holdings make up 24% of its $5.95B portfolio in Q4 2022.
  • IFM Investors opened 17 new positions and closed 35 in Q4 2022.
  • IFM Investors's portfolio value rose 8.2% quarter-over-quarter to $5.95B.

Based on IFM Investors's 13F filing for Q4 2022, filed 14 Feb 2023.