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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
+10.9%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$6.59B
AUM Growth
+$638M
Cap. Flow
+$191M
Cap. Flow %
2.9%
Top 10 Hldgs %
26.64%
Holding
632
New
10
Increased
573
Reduced
40
Closed
8

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$11.1M
2
AAPL icon
Apple
AAPL
+$9.41M
3
AMZN icon
Amazon
AMZN
+$5.94M
4
TEAM icon
Atlassian
TEAM
+$4.8M
5
GEHC icon
GE HealthCare
GEHC
+$4.79M

Top Sells

Rank Stock Value
1
GE icon
GE Aerospace
GE
+$4.22M
2
SIVB
SVB Financial Group
SIVB
+$2.5M
3
OXY icon
Occidental Petroleum
OXY
+$1.75M
4
SBNY
Signature Bank
SBNY
+$1.41M
5
LNC icon
Lincoln National
LNC
+$1.09M

Sector Composition

Rank Sector Weight
1 Technology 27.82%
2 Healthcare 14.26%
3 Financials 12.04%
4 Consumer Discretionary 10.63%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KDP icon
226
Keurig Dr Pepper
KDP
$40.8B
$6.49M 0.1%
184,037
+7,779
+4% +$273K
SPG icon
227
Simon Property Group
SPG
$72.3B
$6.47M 0.1%
57,780
+2,566
+5% +$306K
RMD icon
228
ResMed
RMD
$30.7B
$6.39M 0.1%
29,188
+795
+3% +$172K
ROK icon
229
Rockwell Automation
ROK
$49B
$6.39M 0.1%
21,773
+658
+3% +$187K
PRU icon
230
Prudential Financial
PRU
$41.8B
$6.39M 0.1%
77,221
+2,390
+3% +$228K
URI icon
231
United Rentals
URI
$72.4B
$6.33M 0.1%
15,990
+49
+0.3% +$20.6K
OKE icon
232
Oneok
OKE
$54.5B
$6.32M 0.1%
99,451
+2,790
+3% +$185K
OTIS icon
233
Otis Worldwide
OTIS
$28.2B
$6.27M 0.1%
74,345
+198
+0.3% +$16.4K
KHC icon
234
Kraft Heinz
KHC
$30B
$6.19M 0.09%
159,967
+1,430
+0.9% +$56.6K
DHI icon
235
D.R. Horton
DHI
$42.3B
$6.16M 0.09%
63,061
+3,081
+5% +$294K
WBD icon
236
Warner Bros
WBD
$67.1B
$6.09M 0.09%
403,523
+7,210
+2% +$103K
FIS icon
237
Fidelity National Information Services
FIS
$22.1B
$6.07M 0.09%
111,672
+7,364
+7% +$479K
VRSK icon
238
Verisk Analytics
VRSK
$25B
$6.07M 0.09%
31,620
+571
+2% +$103K
ETR icon
239
Entergy
ETR
$50B
$6.06M 0.09%
112,480
+13,928
+14% +$739K
PPG icon
240
PPG Industries
PPG
$26.6B
$6.03M 0.09%
45,122
+1,288
+3% +$166K
DVN icon
241
Devon Energy
DVN
$47.3B
$6.02M 0.09%
119,047
+2,102
+2% +$120K
AME icon
242
Ametek
AME
$58.2B
$6M 0.09%
41,296
+1,510
+4% +$215K
ODFL icon
243
Old Dominion Freight Line
ODFL
$44.9B
$5.99M 0.09%
35,144
+528
+2% +$88.4K
EIX icon
244
Edison International
EIX
$26.4B
$5.98M 0.09%
84,653
+876
+1% +$59.2K
HPQ icon
245
HP
HPQ
$27.5B
$5.96M 0.09%
203,111
+1,055
+0.5% +$30.3K
WELL icon
246
Welltower
WELL
$171B
$5.91M 0.09%
82,437
+5,733
+7% +$416K
VICI icon
247
VICI Properties
VICI
$29.4B
$5.88M 0.09%
180,329
+14,344
+9% +$475K
CPRT icon
248
Copart
CPRT
$27.5B
$5.88M 0.09%
156,246
+3,370
+2% +$115K
GWW icon
249
W.W. Grainger
GWW
$60.2B
$5.84M 0.09%
8,478
+299
+4% +$191K
MTD icon
250
Mettler-Toledo International
MTD
$28.6B
$5.77M 0.09%
3,772
+61
+2% +$91.6K
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 Q1 2023 Portfolio in Review

As of Q1 2023, IFM Investors held 632 positions worth $6.59B, up 11% from $5.95B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Trading was light in Q1 2023: portfolio turnover was 2.8%. IFM Investors opened 10 new positions and exited 8, leaving the 632-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 24% a quarter earlier, followed by Healthcare and Financials.

  • IFM Investors's largest Q1 2023 buy was Atlassian: 30,070 shares worth $5.15M.
  • IFM Investors added most to Microsoft in Q1 2023, an estimated $11.1M increase.
  • IFM Investors's biggest Q1 2023 reduction was GE Aerospace, cutting an estimated $4.22M.
  • IFM Investors fully exited SVB Financial Group in Q1 2023, selling an estimated $2.5M.
  • IFM Investors's ten largest holdings make up 27% of its $6.59B portfolio in Q1 2023.
  • IFM Investors opened 10 new positions and closed 8 in Q1 2023.
  • IFM Investors's portfolio value rose 11% quarter-over-quarter to $6.59B.

Based on IFM Investors's 13F filing for Q1 2023, filed 11 May 2023.