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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
+9.95%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.64B
AUM Growth
+$1.04B
Cap. Flow
+$477M
Cap. Flow %
6.24%
Top 10 Hldgs %
29.21%
Holding
647
New
23
Increased
484
Reduced
92
Closed
9

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$24.4M
2
MSFT icon
Microsoft
MSFT
+$20.3M
3
NEE icon
NextEra Energy
NEE
+$14.1M
4
TSLA icon
Tesla
TSLA
+$11.7M
5
UNP icon
Union Pacific
UNP
+$10.6M

Top Sells

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$5.84M
2
BA icon
Boeing
BA
+$5.8M
3
INDA icon
iShares MSCI India ETF
INDA
+$2.76M
4
PLUG icon
Plug Power
PLUG
+$999K
5
NWL icon
Newell Brands
NWL
+$963K

Sector Composition

Rank Sector Weight
1 Technology 29.64%
2 Healthcare 13.15%
3 Financials 11.48%
4 Consumer Discretionary 11.08%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OMC icon
376
Omnicom Group
OMC
$23.4B
$3.56M 0.05%
37,439
+1,386
+4% +$129K
LPLA icon
377
LPL Financial
LPLA
$28.6B
$3.56M 0.05%
16,380
-562
-3% -$113K
HUBB icon
378
Hubbell
HUBB
$27.2B
$3.55M 0.05%
10,720
+668
+7% +$185K
RF icon
379
Regions Financial
RF
$26.8B
$3.55M 0.05%
199,216
+23,152
+13% +$409K
TYL icon
380
Tyler Technologies
TYL
$12.8B
$3.54M 0.05%
8,507
+646
+8% +$249K
SYF icon
381
Synchrony
SYF
$25.6B
$3.54M 0.05%
104,347
+1,432
+1% +$43.7K
LHX icon
382
L3Harris
LHX
$53.4B
$3.53M 0.05%
18,012
-1,225
-6% -$234K
EXAS
383
DELISTED
Exact Sciences
EXAS
$3.53M 0.05%
37,543
+6,208
+20% +$484K
ENTG icon
384
Entegris
ENTG
$23.2B
$3.52M 0.05%
31,784
+5,190
+20% +$473K
CBOE icon
385
Cboe Global Markets
CBOE
$29.9B
$3.52M 0.05%
25,481
+3,205
+14% +$437K
NTAP icon
386
NetApp
NTAP
$37.2B
$3.5M 0.05%
45,869
+448
+1% +$30.3K
NET icon
387
Cloudflare
NET
$107B
$3.49M 0.05%
53,399
+10,800
+25% +$645K
TRU icon
388
TransUnion
TRU
$15.3B
$3.48M 0.05%
44,422
-6,500
-13% -$450K
GGG icon
389
Graco
GGG
$13.5B
$3.47M 0.05%
40,166
-2,773
-6% -$215K
RBLX icon
390
Roblox
RBLX
$27B
$3.45M 0.05%
85,675
+17,746
+26% +$712K
STLD icon
391
Steel Dynamics
STLD
$37.6B
$3.44M 0.05%
31,557
-4,692
-13% -$477K
CPAY icon
392
Corpay
CPAY
$25.7B
$3.44M 0.05%
13,688
+787
+6% +$179K
BBY icon
393
Best Buy
BBY
$17.3B
$3.43M 0.04%
41,880
+579
+1% +$43.2K
IRM icon
394
Iron Mountain
IRM
$36.1B
$3.35M 0.04%
58,968
+9,314
+19% +$510K
FTV icon
395
Fortive
FTV
$18.6B
$3.34M 0.04%
59,318
+2,341
+4% +$118K
WAT icon
396
Waters Corp
WAT
$39.9B
$3.29M 0.04%
12,345
+1,593
+15% +$443K
LW icon
397
Lamb Weston
LW
$7.19B
$3.29M 0.04%
28,614
+1,691
+6% +$189K
FMC icon
398
FMC
FMC
$1.33B
$3.28M 0.04%
31,475
– –
PINS icon
399
Pinterest
PINS
$13.4B
$3.27M 0.04%
119,706
+4,243
+4% +$106K
SPLK
400
DELISTED
Splunk Inc
SPLK
$3.27M 0.04%
30,806
+3,269
+12% +$311K
14 15
16
17 18

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
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
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

IFM Investors's Q2 2023 Portfolio in Review

As of Q2 2023, IFM Investors held 647 positions worth $7.64B, up 16% from $6.59B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

IFM Investors deployed $477M of net new capital in Q2 2023, opening 23 new positions and adding to 484 existing holdings. Its largest new stake was Builders FirstSource: 26,570 shares worth $3.61M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 28% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Lockheed Martin, an estimated $5.84M trimmed.

  • IFM Investors's largest Q2 2023 buy was Builders FirstSource: 26,570 shares worth $3.61M.
  • IFM Investors added most to Apple in Q2 2023, an estimated $24.4M increase.
  • IFM Investors's biggest Q2 2023 reduction was Lockheed Martin, cutting an estimated $5.84M.
  • IFM Investors fully exited iShares MSCI India ETF in Q2 2023, selling an estimated $2.76M.
  • IFM Investors's ten largest holdings make up 29% of its $7.64B portfolio in Q2 2023.
  • IFM Investors opened 23 new positions and closed 9 in Q2 2023.
  • IFM Investors's portfolio value rose 16% quarter-over-quarter to $7.64B.

Based on IFM Investors's 13F filing for Q2 2023, filed 27 Jul 2023.