We are live on ! Find out more
II

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
DLTR icon
251
Dollar Tree
DLTR
$25.2B
$5.74M 0.09%
39,998
+1,426
+4% +$207K
CTSH icon
252
Cognizant
CTSH
$26B
$5.7M 0.09%
93,575
+3,489
+4% +$218K
SE icon
253
Sea Limited
SE
$69.5B
$5.65M 0.09%
65,288
+1,905
+3% +$130K
BKR icon
254
Baker Hughes
BKR
$61.1B
$5.62M 0.09%
194,671
+9,440
+5% +$286K
VMW
255
DELISTED
VMware, Inc
VMW
$5.59M 0.08%
44,806
+713
+2% +$85.7K
CBRE icon
256
CBRE Group
CBRE
$42.9B
$5.58M 0.08%
76,594
-175
-0.2% -$14.3K
PCG icon
257
PG&E
PCG
$38.5B
$5.55M 0.08%
343,428
+7,417
+2% +$117K
ENPH icon
258
Enphase Energy
ENPH
$5.53B
$5.54M 0.08%
26,365
+707
+3% +$153K
FAST icon
259
Fastenal
FAST
$59.5B
$5.51M 0.08%
204,460
+6,144
+3% +$158K
GEHC icon
260
GE HealthCare
GEHC
$32.4B
$5.5M 0.08%
+67,036
New +$4.79M
SGEN
261
DELISTED
Seagen Inc. Common Stock
SGEN
$5.47M 0.08%
27,036
+448
+2% +$71.9K
GPN icon
262
Global Payments
GPN
$22.8B
$5.46M 0.08%
51,841
+1,481
+3% +$161K
KEYS icon
263
Keysight
KEYS
$58.3B
$5.37M 0.08%
33,278
+582
+2% +$98.8K
STT icon
264
State Street
STT
$50.7B
$5.33M 0.08%
70,364
+1,965
+3% +$165K
KKR icon
265
KKR & Co
KKR
$92.3B
$5.3M 0.08%
100,887
+2,963
+3% +$159K
HIG icon
266
Hartford Financial Services
HIG
$39.3B
$5.28M 0.08%
75,758
+2,250
+3% +$167K
HPE icon
267
Hewlett Packard
HPE
$70.5B
$5.26M 0.08%
330,239
+10,564
+3% +$166K
ALL icon
268
Allstate
ALL
$67.5B
$5.25M 0.08%
47,367
+1,414
+3% +$179K
ZBH icon
269
Zimmer Biomet
ZBH
$18.4B
$5.24M 0.08%
40,534
+189
+0.5% +$23.7K
PPL
270
PPL Corp
PPL
$26.7B
$5.21M 0.08%
187,427
+846
+0.5% +$24K
AEE icon
271
Ameren
AEE
$30.1B
$5.19M 0.08%
60,073
+1,287
+2% +$110K
CSGP icon
272
CoStar Group
CSGP
$12.3B
$5.19M 0.08%
75,340
+2,499
+3% +$184K
HAL icon
273
Halliburton
HAL
$26.6B
$5.17M 0.08%
163,429
+5,352
+3% +$198K
TEAM icon
274
Atlassian
TEAM
$37.8B
$5.15M 0.08%
+30,070
New +$4.8M
CRWD icon
275
CrowdStrike
CRWD
$218B
$5.14M 0.08%
149,772
+4,988
+3% +$144K
9 10
11
12 13

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 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.