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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
+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
TRU icon
376
TransUnion
TRU
$15.3B
$3.16M 0.05%
50,922
+1,484
+3% +$97.1K
EXPD icon
377
Expeditors International
EXPD
$23.2B
$3.15M 0.05%
28,615
+1,029
+4% +$112K
PINS icon
378
Pinterest
PINS
$13.4B
$3.15M 0.05%
115,463
+4,954
+4% +$128K
XYL icon
379
Xylem
XYL
$28.1B
$3.14M 0.05%
30,029
+1,368
+5% +$143K
GGG icon
380
Graco
GGG
$13.5B
$3.13M 0.05%
+42,939
New +$2.98M
DDOG icon
381
Datadog
DDOG
$84B
$3.13M 0.05%
43,088
+1,732
+4% +$127K
PAYC icon
382
Paycom
PAYC
$9.69B
$3.12M 0.05%
10,247
+1,046
+11% +$315K
WTRG icon
383
Essential Utilities
WTRG
$11.4B
$3.08M 0.05%
70,615
+2,158
+3% +$97.4K
RBLX icon
384
Roblox
RBLX
$27B
$3.06M 0.05%
67,929
+3,132
+5% +$120K
AXON
385
Axon Enterprise
AXON
$46.4B
$3.04M 0.05%
+13,512
New +$2.69M
EQH icon
386
Equitable Holdings
EQH
$14.1B
$3.04M 0.05%
119,539
+1,117
+0.9% +$33K
OC icon
387
Owens Corning
OC
$12.4B
$3.02M 0.05%
31,551
+284
+0.9% +$26.9K
ZM icon
388
Zoom
ZM
$30.6B
$3.01M 0.05%
40,717
+1,551
+4% +$112K
SYF icon
389
Synchrony
SYF
$25.6B
$2.99M 0.05%
102,915
-2,621
-2% -$88K
MKL icon
390
Markel Group
MKL
$23.2B
$2.99M 0.05%
2,342
+161
+7% +$214K
TER icon
391
Teradyne
TER
$59.3B
$2.99M 0.05%
27,816
+1,190
+4% +$122K
CBOE icon
392
Cboe Global Markets
CBOE
$29.9B
$2.99M 0.05%
22,276
+876
+4% +$110K
K
393
DELISTED
Kellanova
K
$2.99M 0.05%
47,499
+1,984
+4% +$125K
LNT icon
394
Alliant Energy
LNT
$18B
$2.98M 0.05%
55,754
+2,213
+4% +$118K
RJF icon
395
Raymond James Financial
RJF
$34B
$2.97M 0.05%
31,861
+625
+2% +$66.2K
MOS icon
396
The Mosaic Company
MOS
$7.33B
$2.94M 0.04%
64,182
-1,941
-3% -$94K
ZBRA icon
397
Zebra Technologies
ZBRA
$17.8B
$2.93M 0.04%
9,216
+465
+5% +$141K
FTV icon
398
Fortive
FTV
$18.6B
$2.93M 0.04%
56,977
+1,384
+2% +$69.6K
GDDY icon
399
GoDaddy
GDDY
$11.5B
$2.92M 0.04%
37,598
+610
+2% +$47.1K
CINF icon
400
Cincinnati Financial
CINF
$27.1B
$2.91M 0.04%
25,977
+1,060
+4% +$121K
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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GF
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NMO
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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.