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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
BAX icon
251
Baxter International
BAX
$14.2B
$5.44M 0.09%
106,819
+16,537
+18% +$888K
ROK icon
252
Rockwell Automation
ROK
$49B
$5.44M 0.09%
21,115
+236
+1% +$59.2K
HPQ icon
253
HP
HPQ
$27.5B
$5.43M 0.09%
202,056
+2,436
+1% +$67.4K
VMW
254
DELISTED
VMware, Inc
VMW
$5.41M 0.09%
44,093
+5,520
+14% +$637K
VICI icon
255
VICI Properties
VICI
$29.4B
$5.38M 0.09%
165,985
+6,629
+4% +$213K
MTD icon
256
Mettler-Toledo International
MTD
$28.6B
$5.36M 0.09%
3,711
+75
+2% +$100K
DHI icon
257
D.R. Horton
DHI
$42.3B
$5.35M 0.09%
59,980
-69
-0.1% -$5.53K
EIX icon
258
Edison International
EIX
$26.4B
$5.33M 0.09%
83,777
-27,825
-25% -$1.71M
WBA
259
DELISTED
Walgreens Boots Alliance
WBA
$5.32M 0.09%
142,501
-1,374
-1% -$51.7K
STT icon
260
State Street
STT
$50.7B
$5.31M 0.09%
68,399
+3,150
+5% +$232K
AEE icon
261
Ameren
AEE
$30.1B
$5.23M 0.09%
58,786
-17,647
-23% -$1.48M
IFF icon
262
International Flavors & Fragrances
IFF
$21.9B
$5.18M 0.09%
49,428
+6,052
+14% +$595K
CTSH icon
263
Cognizant
CTSH
$26B
$5.15M 0.09%
90,086
– –
GD icon
264
General Dynamics
GD
$106B
$5.15M 0.09%
20,762
– –
FE icon
265
FirstEnergy
FE
$27.5B
$5.15M 0.09%
122,734
-42,325
-26% -$1.65M
ZBH icon
266
Zimmer Biomet
ZBH
$18.4B
$5.14M 0.09%
40,345
– –
HPE icon
267
Hewlett Packard
HPE
$70.5B
$5.1M 0.09%
319,675
+85,602
+37% +$1.26M
CEG icon
268
Constellation Energy
CEG
$95.6B
$5.03M 0.08%
58,372
+549
+0.9% +$49.4K
WELL icon
269
Welltower
WELL
$171B
$5.03M 0.08%
76,704
+378
+0.5% +$24.3K
GPN icon
270
Global Payments
GPN
$22.8B
$5M 0.08%
50,360
+1,066
+2% +$111K
IT icon
271
Gartner
IT
$11.7B
$4.98M 0.08%
14,814
+952
+7% +$307K
FITB
272
Fifth Third Bancorp
FITB
$51.8B
$4.94M 0.08%
150,427
+28,179
+23% +$962K
ODFL icon
273
Old Dominion Freight Line
ODFL
$44.9B
$4.91M 0.08%
34,616
– –
DLR icon
274
Digital Realty Trust
DLR
$71.7B
$4.87M 0.08%
48,616
– –
ON icon
275
ON Semiconductor
ON
$31.6B
$4.85M 0.08%
77,770
+3,744
+5% +$250K
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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NMO
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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.