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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
BAX icon
301
Baxter International
BAX
$14.2B
$4.57M 0.07%
112,562
+5,743
+5% +$243K
HOLX
302
DELISTED
Hologic
HOLX
$4.56M 0.07%
56,518
+1,633
+3% +$131K
LEN icon
303
Lennar Class A
LEN
$21.2B
$4.53M 0.07%
44,500
+841
+2% +$81.2K
PWR icon
304
Quanta Services
PWR
$101B
$4.46M 0.07%
26,783
-2,028
-7% -$312K
EXR icon
305
Extra Space Storage
EXR
$31.6B
$4.41M 0.07%
27,055
+428
+2% +$67.3K
IEX icon
306
IDEX
IEX
$17.3B
$4.33M 0.07%
18,723
+1,026
+6% +$233K
WY icon
307
Weyerhaeuser
WY
$18.4B
$4.29M 0.07%
142,530
+4,672
+3% +$147K
MLM icon
308
Martin Marietta Materials
MLM
$33B
$4.29M 0.07%
12,093
+520
+4% +$182K
VMC icon
309
Vulcan Materials
VMC
$36.9B
$4.29M 0.07%
25,001
+425
+2% +$75.5K
FITB
310
Fifth Third Bancorp
FITB
$51.8B
$4.23M 0.06%
158,726
+8,299
+6% +$276K
MAA icon
311
Mid-America Apartment Communities
MAA
$15.7B
$4.23M 0.06%
27,978
+6,946
+33% +$1.1M
MPWR icon
312
Monolithic Power Systems
MPWR
$68.9B
$4.21M 0.06%
8,416
+319
+4% +$147K
GPC icon
313
Genuine Parts
GPC
$18.7B
$4.2M 0.06%
25,104
+373
+2% +$62.9K
PODD icon
314
Insulet
PODD
$9.79B
$4.18M 0.06%
13,103
+234
+2% +$69.4K
COR icon
315
Cencora
COR
$61.2B
$4.16M 0.06%
26,009
-91
-0.3% -$14.4K
WAB icon
316
Wabtec
WAB
$49.3B
$4.16M 0.06%
41,129
+1,213
+3% +$124K
NDAQ icon
317
Nasdaq
NDAQ
$52.9B
$4.12M 0.06%
75,322
+2,533
+3% +$146K
FSLR icon
318
First Solar
FSLR
$26.9B
$4.11M 0.06%
18,906
+618
+3% +$113K
IR icon
319
Ingersoll Rand
IR
$33.7B
$4.1M 0.06%
70,456
+1,208
+2% +$68.1K
STLD icon
320
Steel Dynamics
STLD
$37.6B
$4.1M 0.06%
36,249
-2,546
-7% -$296K
CHD icon
321
Church & Dwight Co
CHD
$24.5B
$4.05M 0.06%
45,761
+1,768
+4% +$148K
EQR icon
322
Equity Residential
EQR
$25.1B
$3.97M 0.06%
66,128
+3,079
+5% +$189K
CNP icon
323
CenterPoint Energy
CNP
$26.8B
$3.95M 0.06%
134,181
+3,778
+3% +$110K
TDY icon
324
Teledyne Technologies
TDY
$32B
$3.95M 0.06%
8,835
+640
+8% +$271K
FANG icon
325
Diamondback Energy
FANG
$52.7B
$3.95M 0.06%
29,199
+594
+2% +$82.8K
11 12
13
14 15

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FCAS
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RFC
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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.