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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
+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
GD icon
276
General Dynamics
GD
$106B
$5.14M 0.08%
22,518
+1,756
+8% +$406K
ALGN icon
277
Align Technology
ALGN
$12.3B
$5.11M 0.08%
15,300
+925
+6% +$273K
WBA
278
DELISTED
Walgreens Boots Alliance
WBA
$5.09M 0.08%
147,097
+4,596
+3% +$163K
GLW icon
279
Corning
GLW
$143B
$5.07M 0.08%
143,709
+4,680
+3% +$163K
TSCO icon
280
Tractor Supply
TSCO
$18B
$5.02M 0.08%
106,895
+5,990
+6% +$273K
IT icon
281
Gartner
IT
$11.7B
$4.98M 0.08%
15,276
+462
+3% +$153K
FE icon
282
FirstEnergy
FE
$27.5B
$4.96M 0.08%
123,894
+1,160
+0.9% +$46.9K
DFS
283
DELISTED
Discover Financial Services
DFS
$4.95M 0.08%
50,081
+1,514
+3% +$162K
ANSS
284
DELISTED
Ansys
ANSS
$4.93M 0.07%
14,819
+78
+0.5% +$22K
DLR icon
285
Digital Realty Trust
DLR
$71.7B
$4.92M 0.07%
50,058
+1,442
+3% +$152K
ULTA icon
286
Ulta Beauty
ULTA
$24.3B
$4.87M 0.07%
8,927
+170
+2% +$87.3K
TTD icon
287
Trade Desk
TTD
$6.49B
$4.83M 0.07%
79,299
+2,884
+4% +$154K
APO icon
288
Apollo Global Management
APO
$73.4B
$4.78M 0.07%
75,635
+6,577
+10% +$440K
ALNY icon
289
Alnylam Pharmaceuticals
ALNY
$29.3B
$4.77M 0.07%
23,802
+381
+2% +$80.1K
EFX icon
290
Equifax
EFX
$21.4B
$4.75M 0.07%
23,439
-78
-0.3% -$16.2K
TROW icon
291
T. Rowe Price
TROW
$24.3B
$4.74M 0.07%
41,976
-692
-2% -$79.1K
ALB icon
292
Albemarle
ALB
$15.5B
$4.74M 0.07%
21,434
+653
+3% +$161K
CDW icon
293
CDW
CDW
$17B
$4.72M 0.07%
24,218
+1,470
+6% +$289K
CEG icon
294
Constellation Energy
CEG
$95.6B
$4.72M 0.07%
60,083
+1,711
+3% +$138K
VEEV icon
295
Veeva Systems
VEEV
$37.4B
$4.71M 0.07%
25,625
-230
-0.9% -$39.2K
AVB icon
296
AvalonBay Communities
AVB
$26.8B
$4.71M 0.07%
28,016
+964
+4% +$164K
IFF icon
297
International Flavors & Fragrances
IFF
$21.9B
$4.7M 0.07%
51,119
+1,691
+3% +$168K
WST icon
298
West Pharmaceutical
WST
$24.9B
$4.69M 0.07%
13,529
+215
+2% +$62.8K
EBAY icon
299
eBay
EBAY
$49.8B
$4.66M 0.07%
104,967
+1,847
+2% +$84.6K
ACGL icon
300
Arch Capital
ACGL
$33.6B
$4.62M 0.07%
68,000
+2,027
+3% +$133K
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 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.