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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
HOLX
301
DELISTED
Hologic
HOLX
$4.11M 0.07%
54,885
+5,289
+11% +$377K
PWR icon
302
Quanta Services
PWR
$101B
$4.11M 0.07%
28,811
+1,051
+4% +$149K
CDW icon
303
CDW
CDW
$17B
$4.06M 0.07%
22,748
– –
IEX icon
304
IDEX
IEX
$17.3B
$4.04M 0.07%
17,697
+5,931
+50% +$1.33M
DTE icon
305
DTE Energy
DTE
$29.1B
$4.03M 0.07%
34,322
+1,062
+3% +$120K
WAB icon
306
Wabtec
WAB
$49.3B
$3.98M 0.07%
39,916
– –
LHX icon
307
L3Harris
LHX
$53.4B
$3.96M 0.07%
19,030
+1,851
+11% +$417K
ARE icon
308
Alexandria Real Estate Equities
ARE
$8.56B
$3.95M 0.07%
27,131
– –
EXR icon
309
Extra Space Storage
EXR
$31.6B
$3.92M 0.07%
26,627
+3,096
+13% +$495K
FANG icon
310
Diamondback Energy
FANG
$52.7B
$3.91M 0.07%
28,605
– –
MLM icon
311
Martin Marietta Materials
MLM
$33B
$3.91M 0.07%
11,573
– –
CNP icon
312
CenterPoint Energy
CNP
$26.8B
$3.91M 0.07%
130,403
-46,628
-26% -$1.36M
CMS icon
313
CMS Energy
CMS
$22.3B
$3.91M 0.07%
61,710
-20,175
-25% -$1.19M
LH icon
314
Labcorp
LH
$25.9B
$3.89M 0.07%
19,218
– –
FRC
315
DELISTED
First Republic Bank
FRC
$3.84M 0.06%
31,476
– –
LEN icon
316
Lennar Class A
LEN
$21.2B
$3.82M 0.06%
43,659
– –
CRWD icon
317
CrowdStrike
CRWD
$218B
$3.81M 0.06%
144,784
– –
STLD icon
318
Steel Dynamics
STLD
$37.6B
$3.79M 0.06%
38,795
-732
-2% -$70.4K
PODD icon
319
Insulet
PODD
$9.79B
$3.79M 0.06%
12,869
+1,192
+10% +$329K
WBD icon
320
Warner Bros
WBD
$67.1B
$3.76M 0.06%
396,313
– –
EPAM icon
321
EPAM Systems
EPAM
$5.03B
$3.73M 0.06%
11,370
+960
+9% +$326K
EQR icon
322
Equity Residential
EQR
$25.1B
$3.72M 0.06%
63,049
– –
FMC icon
323
FMC
FMC
$1.33B
$3.72M 0.06%
29,770
+7,442
+33% +$913K
DGX icon
324
Quest Diagnostics
DGX
$26.3B
$3.71M 0.06%
23,693
+2,926
+14% +$420K
MRO
325
DELISTED
Marathon Oil Corporation
MRO
$3.68M 0.06%
136,078
+16,185
+13% +$470K
11 12
13
14 15

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UM
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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.