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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
CAH icon
326
Cardinal Health
CAH
$55.4B
$3.68M 0.06%
47,837
+957
+2% +$72.7K
NI icon
327
NiSource
NI
$20.4B
$3.67M 0.06%
133,980
+19,472
+17% +$512K
BMRN icon
328
BioMarin Pharmaceuticals
BMRN
$12.4B
$3.66M 0.06%
35,324
– –
IR icon
329
Ingersoll Rand
IR
$33.7B
$3.62M 0.06%
69,248
+4,028
+6% +$206K
LPLA icon
330
LPL Financial
LPLA
$28.6B
$3.61M 0.06%
16,696
+2,501
+18% +$585K
CAG icon
331
Conagra Brands
CAG
$7.23B
$3.6M 0.06%
93,076
+15,652
+20% +$567K
CTRA
332
DELISTED
Coterra Energy
CTRA
$3.6M 0.06%
146,529
+6,300
+4% +$174K
RF icon
333
Regions Financial
RF
$26.8B
$3.57M 0.06%
165,496
+11,888
+8% +$258K
ANSS
334
DELISTED
Ansys
ANSS
$3.56M 0.06%
14,741
+83
+0.6% +$19.3K
TRGP icon
335
Targa Resources
TRGP
$55.1B
$3.56M 0.06%
48,444
-14,220
-23% -$992K
ATO icon
336
Atmos Energy
ATO
$28.8B
$3.55M 0.06%
31,659
-10,183
-24% -$1.12M
CHD icon
337
Church & Dwight Co
CHD
$24.5B
$3.55M 0.06%
43,993
+1,300
+3% +$99.8K
MKC icon
338
McCormick & Company Non-Voting
MKC
$14.2B
$3.53M 0.06%
42,631
– –
SYF icon
339
Synchrony
SYF
$25.6B
$3.47M 0.06%
105,536
+18,430
+21% +$631K
HBAN icon
340
Huntington Bancshares
HBAN
$35.5B
$3.44M 0.06%
244,182
-564
-0.2% -$8.16K
WAT icon
341
Waters Corp
WAT
$39.9B
$3.44M 0.06%
10,049
– –
TTD icon
342
Trade Desk
TTD
$6.49B
$3.43M 0.06%
76,415
+758
+1% +$38.4K
SGEN
343
DELISTED
Seagen Inc. Common Stock
SGEN
$3.42M 0.06%
26,588
+1,019
+4% +$132K
INVH icon
344
Invitation Homes
INVH
$18B
$3.41M 0.06%
115,100
– –
EQH icon
345
Equitable Holdings
EQH
$14.1B
$3.4M 0.06%
118,422
+39,594
+50% +$1.17M
VTR icon
346
Ventas
VTR
$47.9B
$3.38M 0.06%
75,107
– –
BR icon
347
Broadridge
BR
$19B
$3.36M 0.06%
25,052
+484
+2% +$68.8K
CF icon
348
CF Industries
CF
$17.3B
$3.35M 0.06%
39,377
+2,938
+8% +$298K
RJF icon
349
Raymond James Financial
RJF
$34B
$3.34M 0.06%
31,236
– –
MAA icon
350
Mid-America Apartment Communities
MAA
$15.7B
$3.3M 0.06%
21,032
– –
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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NMO
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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.