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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
DFS
276
DELISTED
Discover Financial Services
DFS
$4.75M 0.08%
48,567
-619
-1% -$62.3K
FAST icon
277
Fastenal
FAST
$59.5B
$4.69M 0.08%
198,316
– –
CPRT icon
278
Copart
CPRT
$27.5B
$4.65M 0.08%
152,876
– –
TROW icon
279
T. Rowe Price
TROW
$24.3B
$4.65M 0.08%
42,668
– –
EFX icon
280
Equifax
EFX
$21.4B
$4.57M 0.08%
23,517
+1,529
+7% +$279K
MOH icon
281
Molina Healthcare
MOH
$10.3B
$4.57M 0.08%
13,833
+2,585
+23% +$878K
GWW icon
282
W.W. Grainger
GWW
$60.2B
$4.55M 0.08%
8,179
– –
KKR icon
283
KKR & Co
KKR
$92.3B
$4.55M 0.08%
97,924
– –
TSCO icon
284
Tractor Supply
TSCO
$18B
$4.54M 0.08%
100,905
+11,470
+13% +$487K
ALB icon
285
Albemarle
ALB
$15.5B
$4.51M 0.08%
20,781
+251
+1% +$66.9K
MTB icon
286
M&T Bank
MTB
$36.2B
$4.49M 0.08%
30,966
+146
+0.5% +$24K
NDAQ icon
287
Nasdaq
NDAQ
$52.9B
$4.47M 0.08%
72,789
+14,935
+26% +$930K
GLW icon
288
Corning
GLW
$143B
$4.44M 0.07%
139,029
– –
APO icon
289
Apollo Global Management
APO
$73.4B
$4.41M 0.07%
69,058
+4,935
+8% +$293K
AVB icon
290
AvalonBay Communities
AVB
$26.8B
$4.37M 0.07%
27,052
– –
CFG icon
291
Citizens Financial Group
CFG
$30.6B
$4.35M 0.07%
110,587
+15,320
+16% +$598K
COR icon
292
Cencora
COR
$61.2B
$4.33M 0.07%
26,100
– –
VMC icon
293
Vulcan Materials
VMC
$36.9B
$4.3M 0.07%
24,576
+694
+3% +$119K
GPC icon
294
Genuine Parts
GPC
$18.7B
$4.29M 0.07%
24,731
– –
EBAY icon
295
eBay
EBAY
$49.8B
$4.28M 0.07%
103,120
– –
WY icon
296
Weyerhaeuser
WY
$18.4B
$4.27M 0.07%
137,858
+7,586
+6% +$235K
PFG icon
297
Principal Financial Group
PFG
$24.3B
$4.19M 0.07%
49,954
– –
VEEV icon
298
Veeva Systems
VEEV
$37.4B
$4.17M 0.07%
25,855
-155
-0.6% -$26.5K
ACGL icon
299
Arch Capital
ACGL
$33.6B
$4.14M 0.07%
65,973
+2,800
+4% +$156K
ULTA icon
300
Ulta Beauty
ULTA
$24.3B
$4.11M 0.07%
8,757
+167
+2% +$72K
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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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.