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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
KEY icon
376
KeyCorp
KEY
$24.4B
$2.53M 0.05%
158,063
– –
CAG icon
377
Conagra Brands
CAG
$7.23B
$2.53M 0.05%
77,424
– –
AES icon
378
AES
AES
$10.5B
$2.52M 0.05%
111,396
– –
RVTY icon
379
Revvity
RVTY
$12.8B
$2.52M 0.05%
20,922
+320
+2% +$45.1K
AMH icon
380
American Homes 4 Rent
AMH
$12.5B
$2.46M 0.04%
74,917
+14,583
+24% +$527K
SYF icon
381
Synchrony
SYF
$25.6B
$2.46M 0.04%
87,106
– –
TDG icon
382
TransDigm Group
TDG
$67.7B
$2.45M 0.04%
4,667
-117
-2% -$69.8K
COO icon
383
Cooper Companies
COO
$14.5B
$2.45M 0.04%
37,108
+408
+1% +$31.3K
CLX icon
384
Clorox
CLX
$12.7B
$2.44M 0.04%
18,998
– –
XYL icon
385
Xylem
XYL
$28.1B
$2.44M 0.04%
27,905
– –
EXPD icon
386
Expeditors International
EXPD
$23.2B
$2.44M 0.04%
27,586
– –
AME icon
387
Ametek
AME
$58.2B
$2.42M 0.04%
21,332
-537
-2% -$64.4K
EXPE icon
388
Expedia Group
EXPE
$37.3B
$2.4M 0.04%
25,632
– –
MAS icon
389
Masco
MAS
$15.3B
$2.37M 0.04%
50,815
– –
MKL icon
390
Markel Group
MKL
$23.2B
$2.37M 0.04%
2,181
– –
FMC icon
391
FMC
FMC
$1.33B
$2.36M 0.04%
22,328
– –
EQT icon
392
EQT Corp
EQT
$32.3B
$2.35M 0.04%
57,777
– –
NET icon
393
Cloudflare
NET
$107B
$2.35M 0.04%
42,520
+437
+1% +$26K
FDS icon
394
Factset
FDS
$10.2B
$2.35M 0.04%
5,876
– –
IEX icon
395
IDEX
IEX
$17.3B
$2.35M 0.04%
11,766
– –
SJM icon
396
J.M. Smucker
SJM
$12.8B
$2.35M 0.04%
17,091
– –
RBLX icon
397
Roblox
RBLX
$27B
$2.32M 0.04%
64,797
– –
BRO icon
398
Brown & Brown
BRO
$23.9B
$2.31M 0.04%
38,106
+1,791
+5% +$113K
WPC icon
399
W.P. Carey
WPC
$16.4B
$2.29M 0.04%
33,497
+205
+0.6% +$16.8K
ZS icon
400
Zscaler
ZS
$27.3B
$2.27M 0.04%
13,832
+808
+6% +$132K
14 15
16
17 18

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IA
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AT
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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
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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.