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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
-14.86%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$5.7B
AUM Growth
-$744M
Cap. Flow
+$374M
Cap. Flow %
6.56%
Top 10 Hldgs %
25.68%
Holding
660
New
15
Increased
427
Reduced
79
Closed
16

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$24.2M
2
MSFT icon
Microsoft
MSFT
+$20.1M
3
AMZN icon
Amazon
AMZN
+$12.5M
4
TSLA icon
Tesla
TSLA
+$10.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.59M

Top Sells

Rank Stock Value
1
T icon
AT&T
T
+$5.5M
2
CERN
Cerner Corp
CERN
+$4.14M
3
AGNC icon
AGNC Investment
AGNC
+$1.44M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$1.28M
5
UNP icon
Union Pacific
UNP
+$1.19M

Sector Composition

Rank Sector Weight
1 Technology 24.82%
2 Healthcare 14.68%
3 Financials 12.31%
4 Consumer Discretionary 10.45%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DOV icon
376
Dover
DOV
$28.4B
$2.68M 0.05%
22,111
+946
+4% +$128K
RJF icon
377
Raymond James Financial
RJF
$34B
$2.68M 0.05%
29,989
+1,315
+5% +$129K
CLX icon
378
Clorox
CLX
$12.7B
$2.68M 0.05%
18,998
+54
+0.3% +$7.71K
PARA
379
DELISTED
Paramount Global Class B
PARA
$2.67M 0.05%
108,012
+19,036
+21% +$580K
BR icon
380
Broadridge
BR
$19B
$2.65M 0.05%
18,623
+888
+5% +$129K
CAG icon
381
Conagra Brands
CAG
$7.23B
$2.65M 0.05%
77,424
+4,139
+6% +$141K
VRSN icon
382
VeriSign
VRSN
$26.6B
$2.63M 0.05%
15,749
+653
+4% +$120K
STLD icon
383
Steel Dynamics
STLD
$37.6B
$2.62M 0.05%
39,527
+2,322
+6% +$186K
MAS icon
384
Masco
MAS
$15.3B
$2.57M 0.05%
50,815
-258
-0.5% -$13.6K
TDG icon
385
TransDigm Group
TDG
$67.7B
$2.57M 0.05%
4,784
+575
+14% +$339K
ZBRA icon
386
Zebra Technologies
ZBRA
$17.8B
$2.54M 0.04%
8,657
+428
+5% +$149K
UDR icon
387
UDR
UDR
$12.3B
$2.54M 0.04%
55,252
+9,602
+21% +$484K
WDC icon
388
Western Digital
WDC
$150B
$2.53M 0.04%
74,769
+9,405
+14% +$378K
CPAY icon
389
Corpay
CPAY
$25.7B
$2.53M 0.04%
12,043
– –
AKAM icon
390
Akamai
AKAM
$15.9B
$2.53M 0.04%
27,682
+1,206
+5% +$126K
IP icon
391
International Paper
IP
$22B
$2.51M 0.04%
60,093
– –
LPLA icon
392
LPL Financial
LPLA
$28.6B
$2.51M 0.04%
+13,620
New +$2.59M
WRB icon
393
W.R. Berkley
WRB
$26.6B
$2.5M 0.04%
55,046
– –
BXP icon
394
Boston Properties
BXP
$11.1B
$2.5M 0.04%
28,053
– –
CAH icon
395
Cardinal Health
CAH
$55.4B
$2.45M 0.04%
46,880
+2,307
+5% +$131K
PODD icon
396
Insulet
PODD
$9.79B
$2.45M 0.04%
11,221
+805
+8% +$183K
EXPE icon
397
Expedia Group
EXPE
$37.3B
$2.43M 0.04%
25,632
+1,138
+5% +$161K
SWKS icon
398
Skyworks Solutions
SWKS
$10.6B
$2.42M 0.04%
26,165
+1,332
+5% +$144K
SYF icon
399
Synchrony
SYF
$25.6B
$2.41M 0.04%
87,106
+221
+0.3% +$7.67K
AME icon
400
Ametek
AME
$58.2B
$2.4M 0.04%
21,869
+3,744
+21% +$455K
14 15
16
17 18

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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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Verition Fund Management
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NMO
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IFM Investors's Q2 2022 Portfolio in Review

As of Q2 2022, IFM Investors held 660 positions worth $5.7B, down 12% from $6.44B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

IFM Investors deployed $374M of net new capital in Q2 2022, opening 15 new positions and adding to 427 existing holdings. Its largest new stake was Marathon Oil Corporation: 119,893 shares worth $2.69M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was AT&T, an estimated $5.5M trimmed.

  • IFM Investors's largest Q2 2022 buy was Marathon Oil Corporation: 119,893 shares worth $2.69M.
  • IFM Investors added most to Apple in Q2 2022, an estimated $24.2M increase.
  • IFM Investors's biggest Q2 2022 reduction was AT&T, cutting an estimated $5.5M.
  • IFM Investors fully exited Cerner Corp in Q2 2022, selling an estimated $4.14M.
  • IFM Investors's ten largest holdings make up 26% of its $5.7B portfolio in Q2 2022.
  • IFM Investors opened 15 new positions and closed 16 in Q2 2022.
  • IFM Investors's portfolio value fell 12% quarter-over-quarter to $5.7B.

Based on IFM Investors's 13F filing for Q2 2022, filed 15 Jul 2022.