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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
BF.B icon
326
Brown-Forman Class B
BF.B
$13.1B
$3.34M 0.06%
50,162
– –
TSCO icon
327
Tractor Supply
TSCO
$18B
$3.33M 0.06%
89,435
– –
NDAQ icon
328
Nasdaq
NDAQ
$52.9B
$3.28M 0.06%
57,854
+2,060
+4% +$121K
WST icon
329
West Pharmaceutical
WST
$24.9B
$3.28M 0.06%
13,314
+526
+4% +$160K
CFG icon
330
Citizens Financial Group
CFG
$30.6B
$3.27M 0.06%
95,267
-1,158
-1% -$42.8K
MAA icon
331
Mid-America Apartment Communities
MAA
$15.7B
$3.26M 0.06%
21,032
+1,959
+10% +$337K
ANSS
332
DELISTED
Ansys
ANSS
$3.25M 0.06%
14,658
+907
+7% +$232K
WAB icon
333
Wabtec
WAB
$49.3B
$3.25M 0.06%
39,916
+277
+0.7% +$24.5K
HBAN icon
334
Huntington Bancshares
HBAN
$35.5B
$3.23M 0.06%
244,746
+1,918
+0.8% +$25.6K
HOLX
335
DELISTED
Hologic
HOLX
$3.2M 0.06%
49,596
+5,188
+12% +$359K
LEN icon
336
Lennar Class A
LEN
$21.2B
$3.15M 0.06%
43,659
– –
CAH icon
337
Cardinal Health
CAH
$55.4B
$3.13M 0.06%
46,880
– –
LPLA icon
338
LPL Financial
LPLA
$28.6B
$3.1M 0.06%
14,195
+575
+4% +$122K
RJF icon
339
Raymond James Financial
RJF
$34B
$3.09M 0.06%
31,236
+1,247
+4% +$126K
RF icon
340
Regions Financial
RF
$26.8B
$3.08M 0.06%
153,608
– –
TTWO icon
341
Take-Two Interactive
TTWO
$46.1B
$3.08M 0.06%
28,227
– –
MOS icon
342
The Mosaic Company
MOS
$7.33B
$3.06M 0.06%
63,280
+1,286
+2% +$66.5K
CHD icon
343
Church & Dwight Co
CHD
$24.5B
$3.05M 0.06%
42,693
– –
MKC icon
344
McCormick & Company Non-Voting
MKC
$14.2B
$3.04M 0.06%
42,631
– –
VTR icon
345
Ventas
VTR
$47.9B
$3.02M 0.05%
75,107
+3,410
+5% +$168K
NTRS icon
346
Northern Trust
NTRS
$33.9B
$3.01M 0.05%
35,213
– –
DRE
347
DELISTED
Duke Realty Corp.
DRE
$3M 0.05%
62,278
+4,082
+7% +$239K
SUI icon
348
Sun Communities
SUI
$14.7B
$3M 0.05%
22,172
+1,151
+5% +$182K
BMRN icon
349
BioMarin Pharmaceuticals
BMRN
$12.4B
$2.99M 0.05%
35,324
+1,612
+5% +$144K
PAYC icon
350
Paycom
PAYC
$9.69B
$2.99M 0.05%
9,072
+667
+8% +$230K
12 13
14
15 16

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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 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.