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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
KKR icon
276
KKR & Co
KKR
$92.3B
$4.21M 0.08%
97,924
– –
FRC
277
DELISTED
First Republic Bank
FRC
$4.11M 0.07%
31,476
-278
-0.9% -$42.7K
VMW
278
DELISTED
VMware, Inc
VMW
$4.11M 0.07%
38,573
+1,298
+3% +$149K
CPRT icon
279
Copart
CPRT
$27.5B
$4.07M 0.07%
152,876
+5,724
+4% +$170K
EXR icon
280
Extra Space Storage
EXR
$31.6B
$4.06M 0.07%
23,531
+650
+3% +$123K
DHI icon
281
D.R. Horton
DHI
$42.3B
$4.04M 0.07%
60,049
– –
GLW icon
282
Corning
GLW
$143B
$4.04M 0.07%
139,029
+4,911
+4% +$166K
ALNY icon
283
Alnylam Pharmaceuticals
ALNY
$29.3B
$4.02M 0.07%
20,064
+1,162
+6% +$222K
GWW icon
284
W.W. Grainger
GWW
$60.2B
$4M 0.07%
8,179
+903
+12% +$475K
EVRG icon
285
Evergy
EVRG
$19.2B
$4M 0.07%
67,318
+95
+0.1% +$6.39K
STT icon
286
State Street
STT
$50.7B
$3.97M 0.07%
65,249
+2,006
+3% +$137K
MTD icon
287
Mettler-Toledo International
MTD
$28.6B
$3.94M 0.07%
3,636
– –
IFF icon
288
International Flavors & Fragrances
IFF
$21.9B
$3.94M 0.07%
43,376
+249
+0.6% +$28.5K
CBRE icon
289
CBRE Group
CBRE
$42.9B
$3.91M 0.07%
57,983
– –
FITB
290
Fifth Third Bancorp
FITB
$51.8B
$3.91M 0.07%
122,248
– –
HAL icon
291
Halliburton
HAL
$26.6B
$3.89M 0.07%
158,077
– –
INVH icon
292
Invitation Homes
INVH
$18B
$3.89M 0.07%
115,100
+6,401
+6% +$237K
IT icon
293
Gartner
IT
$11.7B
$3.83M 0.07%
13,862
– –
DTE icon
294
DTE Energy
DTE
$29.1B
$3.83M 0.07%
33,260
+964
+3% +$125K
LNT icon
295
Alliant Energy
LNT
$18B
$3.82M 0.07%
72,089
+193
+0.3% +$11.6K
ARE icon
296
Alexandria Real Estate Equities
ARE
$8.56B
$3.8M 0.07%
27,131
+823
+3% +$126K
EBAY icon
297
eBay
EBAY
$49.8B
$3.8M 0.07%
103,120
-427
-0.4% -$19K
TRGP icon
298
Targa Resources
TRGP
$55.1B
$3.78M 0.07%
62,664
+1,360
+2% +$89.3K
EPAM icon
299
EPAM Systems
EPAM
$5.03B
$3.77M 0.07%
10,410
+706
+7% +$270K
EFX icon
300
Equifax
EFX
$21.4B
$3.77M 0.07%
21,988
+818
+4% +$160K
10 11
12
13 14

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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.