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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
VMC icon
301
Vulcan Materials
VMC
$36.9B
$3.77M 0.07%
23,882
+819
+4% +$133K
MLM icon
302
Martin Marietta Materials
MLM
$33B
$3.73M 0.07%
11,573
+385
+3% +$130K
WY icon
303
Weyerhaeuser
WY
$18.4B
$3.72M 0.07%
130,272
+3,229
+3% +$110K
HIG icon
304
Hartford Financial Services
HIG
$39.3B
$3.72M 0.07%
60,012
+5,034
+9% +$328K
MOH icon
305
Molina Healthcare
MOH
$10.3B
$3.71M 0.07%
11,248
+436
+4% +$140K
GPC icon
306
Genuine Parts
GPC
$18.7B
$3.69M 0.07%
24,731
+1,848
+8% +$279K
DDOG icon
307
Datadog
DDOG
$84B
$3.67M 0.07%
41,356
+3,282
+9% +$331K
CTRA
308
DELISTED
Coterra Energy
CTRA
$3.66M 0.07%
140,229
+7,992
+6% +$229K
PFG icon
309
Principal Financial Group
PFG
$24.3B
$3.6M 0.07%
49,954
– –
LHX icon
310
L3Harris
LHX
$53.4B
$3.57M 0.06%
17,179
– –
SE icon
311
Sea Limited
SE
$69.5B
$3.55M 0.06%
63,383
– –
CDW icon
312
CDW
CDW
$17B
$3.55M 0.06%
22,748
+142
+0.6% +$24.3K
BR icon
313
Broadridge
BR
$19B
$3.55M 0.06%
24,568
+5,945
+32% +$965K
PWR icon
314
Quanta Services
PWR
$101B
$3.54M 0.06%
27,760
+3,311
+14% +$453K
COR icon
315
Cencora
COR
$61.2B
$3.53M 0.06%
26,100
-475
-2% -$68.2K
URI icon
316
United Rentals
URI
$72.4B
$3.51M 0.06%
12,997
+390
+3% +$114K
CF icon
317
CF Industries
CF
$17.3B
$3.51M 0.06%
36,439
+754
+2% +$73.6K
SGEN
318
DELISTED
Seagen Inc. Common Stock
SGEN
$3.5M 0.06%
25,569
+814
+3% +$133K
WTRG icon
319
Essential Utilities
WTRG
$11.4B
$3.48M 0.06%
83,979
+20,153
+32% +$976K
BKR icon
320
Baker Hughes
BKR
$61.1B
$3.47M 0.06%
165,632
+5,058
+3% +$127K
FANG icon
321
Diamondback Energy
FANG
$52.7B
$3.45M 0.06%
28,605
– –
ULTA icon
322
Ulta Beauty
ULTA
$24.3B
$3.45M 0.06%
8,590
– –
TSN icon
323
Tyson Foods
TSN
$20.4B
$3.4M 0.06%
51,647
+1,749
+4% +$138K
LH icon
324
Labcorp
LH
$25.9B
$3.38M 0.06%
19,218
– –
SIVB
325
DELISTED
SVB Financial Group
SIVB
$3.35M 0.06%
9,988
– –
11 12
13
14 15

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UM
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FCAS
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RFC
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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.