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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
NUE icon
251
Nucor
NUE
$62.2B
$4.84M 0.09%
45,215
– –
DLR icon
252
Digital Realty Trust
DLR
$71B
$4.82M 0.09%
48,616
-36
-0.1% -$4.42K
CEG icon
253
Constellation Energy
CEG
$96.2B
$4.81M 0.09%
57,823
+1,245
+2% +$91.8K
CMS icon
254
CMS Energy
CMS
$22.1B
$4.77M 0.09%
81,885
+2,076
+3% +$140K
VICI icon
255
VICI Properties
VICI
$29.2B
$4.76M 0.09%
159,356
+2,249
+1% +$74.3K
KDP icon
256
Keurig Dr Pepper
KDP
$40.2B
$4.72M 0.09%
131,762
+1,483
+1% +$56.1K
IDXX icon
257
Idexx Laboratories
IDXX
$45.9B
$4.64M 0.08%
14,244
– –
VRSK icon
258
Verisk Analytics
VRSK
$23.9B
$4.62M 0.08%
27,060
+446
+2% +$83.4K
ON icon
259
ON Semiconductor
ON
$31.9B
$4.61M 0.08%
74,026
+1,617
+2% +$104K
OTIS icon
260
Otis Worldwide
OTIS
$27.8B
$4.6M 0.08%
72,147
-584
-0.8% -$42.7K
PPG icon
261
PPG Industries
PPG
$26.2B
$4.57M 0.08%
41,256
+1,363
+3% +$168K
FAST icon
262
Fastenal
FAST
$58.9B
$4.57M 0.08%
198,316
+4,796
+2% +$121K
WBD icon
263
Warner Bros
WBD
$66.9B
$4.56M 0.08%
396,313
+6,782
+2% +$92.2K
TTD icon
264
Trade Desk
TTD
$6.37B
$4.52M 0.08%
75,657
– –
WBA
265
DELISTED
Walgreens Boots Alliance
WBA
$4.52M 0.08%
143,875
+5,781
+4% +$214K
ROK icon
266
Rockwell Automation
ROK
$48.8B
$4.49M 0.08%
20,879
+541
+3% +$126K
TROW icon
267
T. Rowe Price
TROW
$24.3B
$4.48M 0.08%
42,668
+2,250
+6% +$268K
DFS
268
DELISTED
Discover Financial Services
DFS
$4.47M 0.08%
49,186
– –
GD icon
269
General Dynamics
GD
$106B
$4.41M 0.08%
20,762
+958
+5% +$216K
ODFL icon
270
Old Dominion Freight Line
ODFL
$44.8B
$4.31M 0.08%
34,616
+690
+2% +$95.5K
VEEV icon
271
Veeva Systems
VEEV
$37.3B
$4.29M 0.08%
26,010
+1,519
+6% +$303K
ATO icon
272
Atmos Energy
ATO
$28.6B
$4.26M 0.08%
41,842
+1,036
+3% +$119K
KHC icon
273
Kraft Heinz
KHC
$30.1B
$4.26M 0.08%
127,610
+2,478
+2% +$92.1K
EQR icon
274
Equity Residential
EQR
$25B
$4.24M 0.08%
63,049
-577
-0.9% -$42.7K
ZBH icon
275
Zimmer Biomet
ZBH
$18.4B
$4.22M 0.08%
40,345
+2,143
+6% +$235K
9 10
11
12 13

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IA
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AT
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UM
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FCAS
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RFC
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GF
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Verition Fund Management
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NMO
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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.