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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
+9.95%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.64B
AUM Growth
+$1.04B
Cap. Flow
+$477M
Cap. Flow %
6.24%
Top 10 Hldgs %
29.21%
Holding
647
New
23
Increased
484
Reduced
92
Closed
9

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$24.4M
2
MSFT icon
Microsoft
MSFT
+$20.3M
3
NEE icon
NextEra Energy
NEE
+$14.1M
4
TSLA icon
Tesla
TSLA
+$11.7M
5
UNP icon
Union Pacific
UNP
+$10.6M

Top Sells

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$5.84M
2
BA icon
Boeing
BA
+$5.8M
3
INDA icon
iShares MSCI India ETF
INDA
+$2.76M
4
PLUG icon
Plug Power
PLUG
+$999K
5
NWL icon
Newell Brands
NWL
+$963K

Sector Composition

Rank Sector Weight
1 Technology 29.64%
2 Healthcare 13.15%
3 Financials 11.48%
4 Consumer Discretionary 11.08%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DVN icon
251
Devon Energy
DVN
$47.3B
$6.45M 0.08%
133,445
+14,398
+12% +$724K
CRWD icon
252
CrowdStrike
CRWD
$218B
$6.44M 0.08%
175,468
+25,696
+17% +$895K
KKR icon
253
KKR & Co
KKR
$92.3B
$6.41M 0.08%
114,417
+13,530
+13% +$709K
KHC icon
254
Kraft Heinz
KHC
$30B
$6.34M 0.08%
178,647
+18,680
+12% +$719K
FAST icon
255
Fastenal
FAST
$59.5B
$6.27M 0.08%
212,672
+8,212
+4% +$225K
BKR icon
256
Baker Hughes
BKR
$61.1B
$6.27M 0.08%
198,257
+3,586
+2% +$105K
CTSH icon
257
Cognizant
CTSH
$26B
$6.21M 0.08%
95,064
+1,489
+2% +$92.2K
RMD icon
258
ResMed
RMD
$30.7B
$6.19M 0.08%
28,348
-840
-3% -$187K
LEN icon
259
Lennar Class A
LEN
$21.2B
$6.16M 0.08%
50,743
+6,243
+14% +$681K
DFS
260
DELISTED
Discover Financial Services
DFS
$6.11M 0.08%
52,323
+2,242
+4% +$235K
COR icon
261
Cencora
COR
$61.2B
$6.09M 0.08%
31,643
+5,634
+22% +$975K
GEHC icon
262
GE HealthCare
GEHC
$32.4B
$6.07M 0.08%
74,717
+7,681
+11% +$613K
ZBH icon
263
Zimmer Biomet
ZBH
$18.4B
$6.04M 0.08%
41,467
+933
+2% +$127K
CNP icon
264
CenterPoint Energy
CNP
$26.8B
$5.96M 0.08%
204,423
+70,242
+52% +$2.08M
HPQ icon
265
HP
HPQ
$27.5B
$5.92M 0.08%
192,800
-10,311
-5% -$310K
DLTR icon
266
Dollar Tree
DLTR
$25.2B
$5.89M 0.08%
41,052
+1,054
+3% +$155K
CBRE icon
267
CBRE Group
CBRE
$42.9B
$5.85M 0.08%
72,441
-4,153
-5% -$311K
EFX icon
268
Equifax
EFX
$21.4B
$5.84M 0.08%
24,801
+1,362
+6% +$287K
IT icon
269
Gartner
IT
$11.7B
$5.81M 0.08%
16,584
+1,308
+9% +$426K
MDB icon
270
MongoDB
MDB
$32.1B
$5.76M 0.08%
14,012
+1,853
+15% +$540K
HAL icon
271
Halliburton
HAL
$26.6B
$5.74M 0.08%
173,887
+10,458
+6% +$330K
VMC icon
272
Vulcan Materials
VMC
$36.9B
$5.7M 0.07%
25,280
+279
+1% +$53.5K
HIG icon
273
Hartford Financial Services
HIG
$39.3B
$5.68M 0.07%
78,905
+3,147
+4% +$221K
ILMN icon
274
Illumina
ILMN
$28.4B
$5.68M 0.07%
31,143
+394
+1% +$79.8K
PWR icon
275
Quanta Services
PWR
$101B
$5.67M 0.07%
28,880
+2,097
+8% +$366K
9 10
11
12 13

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UM
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FCAS
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RFC
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IFM Investors's Q2 2023 Portfolio in Review

As of Q2 2023, IFM Investors held 647 positions worth $7.64B, up 16% from $6.59B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

IFM Investors deployed $477M of net new capital in Q2 2023, opening 23 new positions and adding to 484 existing holdings. Its largest new stake was Builders FirstSource: 26,570 shares worth $3.61M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 28% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Lockheed Martin, an estimated $5.84M trimmed.

  • IFM Investors's largest Q2 2023 buy was Builders FirstSource: 26,570 shares worth $3.61M.
  • IFM Investors added most to Apple in Q2 2023, an estimated $24.4M increase.
  • IFM Investors's biggest Q2 2023 reduction was Lockheed Martin, cutting an estimated $5.84M.
  • IFM Investors fully exited iShares MSCI India ETF in Q2 2023, selling an estimated $2.76M.
  • IFM Investors's ten largest holdings make up 29% of its $7.64B portfolio in Q2 2023.
  • IFM Investors opened 23 new positions and closed 9 in Q2 2023.
  • IFM Investors's portfolio value rose 16% quarter-over-quarter to $7.64B.

Based on IFM Investors's 13F filing for Q2 2023, filed 27 Jul 2023.