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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
TTWO icon
351
Take-Two Interactive
TTWO
$47.3B
$3.5M 0.05%
29,335
+1,108
+4% +$124K
SEDG icon
352
SolarEdge
SEDG
$1.97B
$3.5M 0.05%
11,505
-108
-0.9% -$32.9K
CLX icon
353
Clorox
CLX
$12.9B
$3.48M 0.05%
22,000
+838
+4% +$126K
VRSN icon
354
VeriSign
VRSN
$26.6B
$3.47M 0.05%
16,433
+684
+4% +$141K
EPAM icon
355
EPAM Systems
EPAM
$4.97B
$3.45M 0.05%
11,550
+180
+2% +$58K
LPLA icon
356
LPL Financial
LPLA
$29.1B
$3.43M 0.05%
16,942
+246
+1% +$56.2K
CFG icon
357
Citizens Financial Group
CFG
$30.6B
$3.41M 0.05%
112,241
+1,654
+1% +$64.8K
DGX icon
358
Quest Diagnostics
DGX
$26.3B
$3.41M 0.05%
24,073
+380
+2% +$54.4K
OMC icon
359
Omnicom Group
OMC
$22.9B
$3.4M 0.05%
36,053
+1,671
+5% +$148K
FICO icon
360
Fair Isaac
FICO
$22.5B
$3.39M 0.05%
4,828
+68
+1% +$45.2K
DRI icon
361
Darden Restaurants
DRI
$24.4B
$3.36M 0.05%
21,633
+795
+4% +$118K
NTRS icon
362
Northern Trust
NTRS
$34.3B
$3.36M 0.05%
38,078
+2,508
+7% +$232K
WAT icon
363
Waters Corp
WAT
$40.5B
$3.33M 0.05%
10,752
+703
+7% +$227K
EVRG icon
364
Evergy
EVRG
$19B
$3.32M 0.05%
54,283
+3,369
+7% +$205K
BF.B icon
365
Brown-Forman Class B
BF.B
$12.9B
$3.3M 0.05%
51,355
+1,193
+2% +$77.5K
VTR icon
366
Ventas
VTR
$47.2B
$3.3M 0.05%
76,131
+1,024
+1% +$49.4K
RF icon
367
Regions Financial
RF
$26.7B
$3.27M 0.05%
176,064
+10,568
+6% +$230K
NVR icon
368
NVR
NVR
$16.7B
$3.27M 0.05%
586
+18
+3% +$92.9K
BALL icon
369
Ball Corp
BALL
$16.5B
$3.26M 0.05%
59,103
+1,089
+2% +$60.6K
BBY icon
370
Best Buy
BBY
$17.3B
$3.23M 0.05%
41,301
+4,726
+13% +$389K
TSN icon
371
Tyson Foods
TSN
$20.2B
$3.21M 0.05%
54,150
+2,503
+5% +$154K
LVS icon
372
Las Vegas Sands
LVS
$29.3B
$3.21M 0.05%
55,795
+2,335
+4% +$131K
MRO
373
DELISTED
Marathon Oil Corporation
MRO
$3.2M 0.05%
133,502
-2,576
-2% -$65.8K
SUI icon
374
Sun Communities
SUI
$14.4B
$3.18M 0.05%
22,590
+418
+2% +$61.1K
AES icon
375
AES
AES
$10.5B
$3.17M 0.05%
131,669
+20,273
+18% +$515K
13 14
15
16 17

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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.