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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
+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
BBY icon
376
Best Buy
BBY
$17.3B
$2.93M 0.05%
36,575
+774
+2% +$57K
MOS icon
377
The Mosaic Company
MOS
$7.33B
$2.9M 0.05%
66,123
+2,843
+4% +$141K
DRI icon
378
Darden Restaurants
DRI
$24.4B
$2.88M 0.05%
20,838
– –
MKL icon
379
Markel Group
MKL
$23.2B
$2.87M 0.05%
2,181
– –
EXPD icon
380
Expeditors International
EXPD
$23.2B
$2.87M 0.05%
27,586
– –
MPWR icon
381
Monolithic Power Systems
MPWR
$68.9B
$2.86M 0.05%
8,097
+177
+2% +$63.6K
PHM icon
382
Pultegroup
PHM
$25.3B
$2.86M 0.05%
62,789
+20,165
+47% +$850K
PAYC icon
383
Paycom
PAYC
$9.69B
$2.86M 0.05%
9,201
+129
+1% +$41.6K
FICO icon
384
Fair Isaac
FICO
$22.5B
$2.85M 0.05%
4,760
+107
+2% +$56.3K
APA icon
385
APA Corp
APA
$13.2B
$2.82M 0.05%
60,436
+1,102
+2% +$49.3K
SWKS icon
386
Skyworks Solutions
SWKS
$10.6B
$2.81M 0.05%
30,828
+4,663
+18% +$418K
TRU icon
387
TransUnion
TRU
$15.3B
$2.81M 0.05%
49,438
+19,511
+65% +$1.14M
OMC icon
388
Omnicom Group
OMC
$23.4B
$2.8M 0.05%
34,382
– –
GDDY icon
389
GoDaddy
GDDY
$11.5B
$2.77M 0.05%
36,988
+10,313
+39% +$773K
GLPI icon
390
Gaming and Leisure Properties
GLPI
$12.8B
$2.76M 0.05%
52,996
-7,280
-12% -$363K
DELL icon
391
Dell
DELL
$293B
$2.75M 0.05%
68,456
+9,398
+16% +$372K
FSLR icon
392
First Solar
FSLR
$26.9B
$2.74M 0.05%
+18,288
New +$2.71M
SJM icon
393
J.M. Smucker
SJM
$12.8B
$2.71M 0.05%
17,091
– –
FTV icon
394
Fortive
FTV
$18.6B
$2.69M 0.05%
55,593
+13,283
+31% +$643K
CBOE icon
395
Cboe Global Markets
CBOE
$29.9B
$2.69M 0.05%
21,400
+4,507
+27% +$556K
PINS icon
396
Pinterest
PINS
$13.4B
$2.68M 0.05%
110,509
+27,861
+34% +$665K
WPC icon
397
W.P. Carey
WPC
$16.4B
$2.68M 0.05%
35,028
+1,531
+5% +$115K
NTAP icon
398
NetApp
NTAP
$37.2B
$2.68M 0.04%
44,554
+2,848
+7% +$189K
OC icon
399
Owens Corning
OC
$12.4B
$2.67M 0.04%
31,267
+4,793
+18% +$420K
KEY icon
400
KeyCorp
KEY
$24.4B
$2.66M 0.04%
152,925
-5,138
-3% -$90.4K
14 15
16
17 18

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AT
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UM
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FCAS
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RFC
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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.