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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
-14.86%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$5.7B
AUM Growth
-$744M
Cap. Flow
+$374M
Cap. Flow %
6.56%
Top 10 Hldgs %
25.68%
Holding
660
New
15
Increased
427
Reduced
79
Closed
16

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$24.2M
2
MSFT icon
Microsoft
MSFT
+$20.1M
3
AMZN icon
Amazon
AMZN
+$12.5M
4
TSLA icon
Tesla
TSLA
+$10.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.59M

Top Sells

Rank Stock Value
1
T icon
AT&T
T
+$5.5M
2
CERN
Cerner Corp
CERN
+$4.14M
3
AGNC icon
AGNC Investment
AGNC
+$1.44M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$1.28M
5
UNP icon
Union Pacific
UNP
+$1.19M

Sector Composition

Rank Sector Weight
1 Technology 24.82%
2 Healthcare 14.68%
3 Financials 12.31%
4 Consumer Discretionary 10.45%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCG icon
276
PG&E
PCG
$38.5B
$4.3M 0.08%
431,027
-69,873
-14% -$822K
TSN icon
277
Tyson Foods
TSN
$20.4B
$4.29M 0.08%
49,898
+4,197
+9% +$376K
CBRE icon
278
CBRE Group
CBRE
$42.9B
$4.27M 0.07%
57,983
+5,359
+10% +$431K
VMW
279
DELISTED
VMware, Inc
VMW
$4.25M 0.07%
37,275
+4,052
+12% +$460K
SE icon
280
Sea Limited
SE
$69.5B
$4.24M 0.07%
63,383
+12,046
+23% +$1.03M
GLW icon
281
Corning
GLW
$143B
$4.23M 0.07%
134,118
+2,290
+2% +$78.9K
LNT icon
282
Alliant Energy
LNT
$18B
$4.21M 0.07%
71,896
-3,622
-5% -$219K
WY icon
283
Weyerhaeuser
WY
$18.4B
$4.21M 0.07%
127,043
+14,838
+13% +$566K
MTD icon
284
Mettler-Toledo International
MTD
$28.6B
$4.18M 0.07%
3,636
-17
-0.5% -$21.4K
ALB icon
285
Albemarle
ALB
$15.5B
$4.17M 0.07%
19,980
+2,341
+13% +$522K
LHX icon
286
L3Harris
LHX
$53.4B
$4.15M 0.07%
17,179
+609
+4% +$147K
CSGP icon
287
CoStar Group
CSGP
$12.3B
$4.13M 0.07%
68,346
+8,486
+14% +$514K
FITB
288
Fifth Third Bancorp
FITB
$51.8B
$4.11M 0.07%
122,248
+9,721
+9% +$365K
DTE icon
289
DTE Energy
DTE
$29.1B
$4.09M 0.07%
32,296
+4,441
+16% +$579K
ROK icon
290
Rockwell Automation
ROK
$49B
$4.05M 0.07%
20,338
+2,499
+14% +$564K
ZBH icon
291
Zimmer Biomet
ZBH
$18.4B
$4.01M 0.07%
38,202
+5,773
+18% +$685K
CPRT icon
292
Copart
CPRT
$27.5B
$4M 0.07%
147,152
+18,248
+14% +$519K
DHI icon
293
D.R. Horton
DHI
$42.3B
$3.98M 0.07%
60,049
+6,481
+12% +$456K
CHD icon
294
Church & Dwight Co
CHD
$24.5B
$3.96M 0.07%
42,693
+5,736
+16% +$542K
SIVB
295
DELISTED
SVB Financial Group
SIVB
$3.94M 0.07%
9,988
+618
+7% +$291K
STT icon
296
State Street
STT
$50.7B
$3.9M 0.07%
63,243
+2,459
+4% +$174K
BALL icon
297
Ball Corp
BALL
$16.8B
$3.9M 0.07%
56,639
+7,538
+15% +$572K
EXR icon
298
Extra Space Storage
EXR
$31.6B
$3.89M 0.07%
22,881
+3,171
+16% +$587K
EFX icon
299
Equifax
EFX
$21.4B
$3.87M 0.07%
21,170
+2,954
+16% +$591K
LH icon
300
Labcorp
LH
$25.9B
$3.87M 0.07%
19,218
+2,288
+14% +$488K
10 11
12
13 14

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UM
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FCAS
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RFC
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IFM Investors's Q2 2022 Portfolio in Review

As of Q2 2022, IFM Investors held 660 positions worth $5.7B, down 12% from $6.44B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

IFM Investors deployed $374M of net new capital in Q2 2022, opening 15 new positions and adding to 427 existing holdings. Its largest new stake was Marathon Oil Corporation: 119,893 shares worth $2.69M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was AT&T, an estimated $5.5M trimmed.

  • IFM Investors's largest Q2 2022 buy was Marathon Oil Corporation: 119,893 shares worth $2.69M.
  • IFM Investors added most to Apple in Q2 2022, an estimated $24.2M increase.
  • IFM Investors's biggest Q2 2022 reduction was AT&T, cutting an estimated $5.5M.
  • IFM Investors fully exited Cerner Corp in Q2 2022, selling an estimated $4.14M.
  • IFM Investors's ten largest holdings make up 26% of its $5.7B portfolio in Q2 2022.
  • IFM Investors opened 15 new positions and closed 16 in Q2 2022.
  • IFM Investors's portfolio value fell 12% quarter-over-quarter to $5.7B.

Based on IFM Investors's 13F filing for Q2 2022, filed 15 Jul 2022.