We are live on ! Find out more
II

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
SE icon
351
Sea Limited
SE
$69.5B
$3.3M 0.06%
63,383
– –
BF.B icon
352
Brown-Forman Class B
BF.B
$13.1B
$3.29M 0.06%
50,162
– –
SEDG icon
353
SolarEdge
SEDG
$1.95B
$3.29M 0.06%
11,613
+2,065
+22% +$548K
TDY icon
354
Teledyne Technologies
TDY
$32B
$3.28M 0.06%
8,195
– –
WTRG icon
355
Essential Utilities
WTRG
$11.4B
$3.27M 0.05%
68,457
-15,522
-18% -$703K
VRSN icon
356
VeriSign
VRSN
$26.6B
$3.24M 0.05%
15,749
– –
TSN icon
357
Tyson Foods
TSN
$20.4B
$3.22M 0.05%
51,647
– –
AES icon
358
AES
AES
$10.5B
$3.2M 0.05%
111,396
– –
EVRG icon
359
Evergy
EVRG
$19.2B
$3.2M 0.05%
50,914
-16,404
-24% -$985K
DOV icon
360
Dover
DOV
$28.4B
$3.19M 0.05%
23,537
-309
-1% -$41K
SUI icon
361
Sun Communities
SUI
$14.7B
$3.17M 0.05%
22,172
– –
XYL icon
362
Xylem
XYL
$28.1B
$3.17M 0.05%
28,661
+756
+3% +$79.2K
NTRS icon
363
Northern Trust
NTRS
$33.9B
$3.15M 0.05%
35,570
+357
+1% +$31.3K
WST icon
364
West Pharmaceutical
WST
$24.9B
$3.13M 0.05%
13,314
– –
COO icon
365
Cooper Companies
COO
$14.5B
$3.07M 0.05%
37,108
– –
K
366
DELISTED
Kellanova
K
$3.04M 0.05%
45,515
+1,107
+2% +$75.1K
DDOG icon
367
Datadog
DDOG
$84B
$3.04M 0.05%
41,356
– –
ALGN icon
368
Align Technology
ALGN
$12.3B
$3.03M 0.05%
14,375
+1,242
+9% +$249K
CLX icon
369
Clorox
CLX
$12.7B
$2.97M 0.05%
21,162
+2,164
+11% +$307K
WRB icon
370
W.R. Berkley
WRB
$26.6B
$2.97M 0.05%
61,380
+2,071
+3% +$99.9K
BALL icon
371
Ball Corp
BALL
$16.8B
$2.97M 0.05%
58,014
+1,375
+2% +$71.2K
LNT icon
372
Alliant Energy
LNT
$18B
$2.96M 0.05%
53,541
-18,548
-26% -$991K
TTWO icon
373
Take-Two Interactive
TTWO
$46.1B
$2.94M 0.05%
28,227
– –
TDG icon
374
TransDigm Group
TDG
$67.7B
$2.94M 0.05%
4,667
– –
RVTY icon
375
Revvity
RVTY
$12.8B
$2.93M 0.05%
20,922
– –
13 14
15
16 17

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.