We are live on ! Find out more
II

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
KEYS icon
276
Keysight
KEYS
$58.3B
$5.66M 0.07%
33,799
+521
+2% +$80.8K
MTD icon
277
Mettler-Toledo International
MTD
$28.6B
$5.59M 0.07%
4,262
+490
+13% +$689K
CEG icon
278
Constellation Energy
CEG
$95.6B
$5.59M 0.07%
61,022
+939
+2% +$77.8K
HPE icon
279
Hewlett Packard
HPE
$70.5B
$5.57M 0.07%
331,700
+1,461
+0.4% +$22.3K
CMS icon
280
CMS Energy
CMS
$22.3B
$5.57M 0.07%
94,753
+30,965
+49% +$1.87M
ANSS
281
DELISTED
Ansys
ANSS
$5.55M 0.07%
16,814
+1,995
+13% +$632K
ALL icon
282
Allstate
ALL
$67.5B
$5.51M 0.07%
50,506
+3,139
+7% +$356K
BA icon
283
Boeing
BA
$185B
$5.5M 0.07%
26,066
-27,902
-52% -$5.8M
WBD icon
284
Warner Bros
WBD
$67.1B
$5.5M 0.07%
438,338
+34,815
+9% +$452K
GLW icon
285
Corning
GLW
$143B
$5.49M 0.07%
156,703
+12,994
+9% +$427K
MLM icon
286
Martin Marietta Materials
MLM
$33B
$5.48M 0.07%
11,867
-226
-2% -$89.1K
HUBS icon
287
HubSpot
HUBS
$10.5B
$5.39M 0.07%
10,121
+1,366
+16% +$640K
AVB icon
288
AvalonBay Communities
AVB
$26.8B
$5.38M 0.07%
28,422
+406
+1% +$72.5K
ACGL icon
289
Arch Capital
ACGL
$33.6B
$5.37M 0.07%
71,753
+3,753
+6% +$271K
IR icon
290
Ingersoll Rand
IR
$33.7B
$5.35M 0.07%
81,837
+11,381
+16% +$673K
WST icon
291
West Pharmaceutical
WST
$24.9B
$5.25M 0.07%
13,725
+196
+1% +$70K
TRGP icon
292
Targa Resources
TRGP
$55.1B
$5.24M 0.07%
68,815
+18,647
+37% +$1.35M
VEEV icon
293
Veeva Systems
VEEV
$37.4B
$5.23M 0.07%
26,459
+834
+3% +$152K
ATO icon
294
Atmos Energy
ATO
$28.8B
$5.23M 0.07%
44,958
+12,661
+39% +$1.47M
SGEN
295
DELISTED
Seagen Inc. Common Stock
SGEN
$5.2M 0.07%
27,006
-30
-0.1% -$5.96K
ALGN icon
296
Align Technology
ALGN
$12.3B
$5.19M 0.07%
14,685
-615
-4% -$196K
TSCO icon
297
Tractor Supply
TSCO
$18B
$5.14M 0.07%
116,130
+9,235
+9% +$423K
PLTR icon
298
Palantir
PLTR
$413B
$5.08M 0.07%
331,251
+47,026
+17% +$534K
XYL icon
299
Xylem
XYL
$28.1B
$5.08M 0.07%
45,066
+15,037
+50% +$1.59M
STT icon
300
State Street
STT
$50.7B
$5.05M 0.07%
69,075
-1,289
-2% -$92.7K
10 11
12
13 14

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.