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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
APO icon
351
Apollo Global Management
APO
$73.4B
$2.98M 0.05%
64,123
+2,075
+3% +$114K
K
352
DELISTED
Kellanova
K
$2.9M 0.05%
44,408
– –
NI icon
353
NiSource
NI
$20.4B
$2.88M 0.05%
114,508
+173
+0.2% +$5.1K
MPWR icon
354
Monolithic Power Systems
MPWR
$68.9B
$2.88M 0.05%
7,920
+251
+3% +$112K
ACGL icon
355
Arch Capital
ACGL
$33.6B
$2.88M 0.05%
63,173
– –
IR icon
356
Ingersoll Rand
IR
$33.7B
$2.82M 0.05%
65,220
-2,715
-4% -$128K
HPE icon
357
Hewlett Packard
HPE
$70.5B
$2.8M 0.05%
234,073
– –
STLD icon
358
Steel Dynamics
STLD
$37.6B
$2.8M 0.05%
39,527
– –
DOV icon
359
Dover
DOV
$28.4B
$2.78M 0.05%
23,846
+1,735
+8% +$221K
ZM icon
360
Zoom
ZM
$30.6B
$2.78M 0.05%
37,766
+2,058
+6% +$196K
TDY icon
361
Teledyne Technologies
TDY
$32B
$2.77M 0.05%
8,195
– –
CSL icon
362
Carlisle Companies
CSL
$15.4B
$2.74M 0.05%
+9,763
New +$2.8M
BALL icon
363
Ball Corp
BALL
$16.8B
$2.74M 0.05%
56,639
– –
VRSN icon
364
VeriSign
VRSN
$26.6B
$2.74M 0.05%
15,749
– –
ALGN icon
365
Align Technology
ALGN
$12.3B
$2.72M 0.05%
13,133
-250
-2% -$64.4K
ESS icon
366
Essex Property Trust
ESS
$18.5B
$2.71M 0.05%
11,185
– –
WAT icon
367
Waters Corp
WAT
$39.9B
$2.71M 0.05%
10,049
– –
MRO
368
DELISTED
Marathon Oil Corporation
MRO
$2.71M 0.05%
119,893
– –
PODD icon
369
Insulet
PODD
$9.79B
$2.68M 0.05%
11,677
+456
+4% +$114K
GLPI icon
370
Gaming and Leisure Properties
GLPI
$12.8B
$2.67M 0.05%
+60,276
New +$2.98M
DRI icon
371
Darden Restaurants
DRI
$24.4B
$2.63M 0.05%
20,838
– –
UDR icon
372
UDR
UDR
$12.3B
$2.6M 0.05%
62,378
+7,126
+13% +$327K
NTAP icon
373
NetApp
NTAP
$37.2B
$2.58M 0.05%
41,706
– –
WRB icon
374
W.R. Berkley
WRB
$26.6B
$2.55M 0.05%
59,309
+4,263
+8% +$185K
DGX icon
375
Quest Diagnostics
DGX
$26.3B
$2.55M 0.05%
20,767
– –
13 14
15
16 17

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UM
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FCAS
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RFC
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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.