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II

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
LH icon
326
Labcorp
LH
$25.9B
$3.92M 0.06%
19,873
+655
+3% +$135K
CMS icon
327
CMS Energy
CMS
$22.3B
$3.92M 0.06%
63,788
+2,078
+3% +$128K
DTE icon
328
DTE Energy
DTE
$29.1B
$3.91M 0.06%
35,716
+1,394
+4% +$156K
SWKS icon
329
Skyworks Solutions
SWKS
$10.6B
$3.87M 0.06%
32,824
+1,996
+6% +$221K
NI icon
330
NiSource
NI
$20.4B
$3.85M 0.06%
137,716
+3,736
+3% +$102K
FMC icon
331
FMC
FMC
$1.33B
$3.84M 0.06%
31,475
+1,705
+6% +$215K
BR icon
332
Broadridge
BR
$19B
$3.82M 0.06%
26,080
+1,028
+4% +$147K
MKC icon
333
McCormick & Company Non-Voting
MKC
$14.2B
$3.82M 0.06%
45,874
+3,243
+8% +$247K
MOH icon
334
Molina Healthcare
MOH
$10.3B
$3.81M 0.06%
14,262
+429
+3% +$123K
LHX icon
335
L3Harris
LHX
$53.4B
$3.78M 0.06%
19,237
+207
+1% +$42.3K
PFG icon
336
Principal Financial Group
PFG
$24.3B
$3.76M 0.06%
50,639
+685
+1% +$58.1K
MTB icon
337
M&T Bank
MTB
$36.2B
$3.76M 0.06%
31,457
+491
+2% +$71.3K
PHM icon
338
Pultegroup
PHM
$25.3B
$3.76M 0.06%
64,464
+1,675
+3% +$90.4K
HUBS icon
339
HubSpot
HUBS
$10.5B
$3.75M 0.06%
8,755
+733
+9% +$267K
CAH icon
340
Cardinal Health
CAH
$55.4B
$3.73M 0.06%
49,430
+1,593
+3% +$120K
CTRA
341
DELISTED
Coterra Energy
CTRA
$3.67M 0.06%
149,365
+2,836
+2% +$69.7K
TRGP icon
342
Targa Resources
TRGP
$55.1B
$3.66M 0.06%
50,168
+1,724
+4% +$127K
INVH icon
343
Invitation Homes
INVH
$18B
$3.66M 0.06%
117,163
+2,063
+2% +$64.6K
ATO icon
344
Atmos Energy
ATO
$28.8B
$3.63M 0.06%
32,297
+638
+2% +$72.6K
COO icon
345
Cooper Companies
COO
$14.5B
$3.63M 0.06%
38,860
+1,752
+5% +$151K
CAG icon
346
Conagra Brands
CAG
$7.23B
$3.62M 0.06%
96,498
+3,422
+4% +$127K
BMRN icon
347
BioMarin Pharmaceuticals
BMRN
$12.4B
$3.58M 0.05%
36,812
+1,488
+4% +$154K
ARE icon
348
Alexandria Real Estate Equities
ARE
$8.56B
$3.56M 0.05%
28,341
+1,210
+4% +$178K
TDG icon
349
TransDigm Group
TDG
$67.7B
$3.56M 0.05%
4,829
+162
+3% +$116K
DOV icon
350
Dover
DOV
$28.4B
$3.55M 0.05%
23,365
-172
-0.7% -$25.3K
12 13
14
15 16

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AT
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UM
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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.