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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
TRU icon
401
TransUnion
TRU
$15.3B
$2.39M 0.04%
29,927
+1,486
+5% +$128K
FMC icon
402
FMC
FMC
$1.33B
$2.39M 0.04%
22,328
+1,032
+5% +$126K
DOC icon
403
Healthpeak Properties
DOC
$14.8B
$2.38M 0.04%
92,038
+6,678
+8% +$202K
SNAP icon
404
Snap
SNAP
$9.01B
$2.38M 0.04%
180,976
+7,812
+5% +$178K
DRI icon
405
Darden Restaurants
DRI
$24.4B
$2.36M 0.04%
20,838
-530
-2% -$66.2K
PAYC icon
406
Paycom
PAYC
$9.69B
$2.35M 0.04%
8,405
+27
+0.3% +$7.97K
TRMB icon
407
Trimble
TRMB
$13.9B
$2.35M 0.04%
40,392
+2,281
+6% +$150K
PLTR icon
408
Palantir
PLTR
$413B
$2.34M 0.04%
258,338
+14,088
+6% +$139K
AES icon
409
AES
AES
$10.5B
$2.34M 0.04%
111,396
+5,751
+5% +$125K
TWLO icon
410
Twilio
TWLO
$36.6B
$2.34M 0.04%
27,926
+764
+3% +$85.5K
VFC icon
411
VF Corp
VFC
$5.89B
$2.34M 0.04%
52,878
+2,521
+5% +$126K
KIM icon
412
Kimco Realty
KIM
$16.4B
$2.33M 0.04%
117,829
+19,524
+20% +$449K
LYV icon
413
Live Nation Entertainment
LYV
$42.1B
$2.33M 0.04%
28,150
+799
+3% +$76.9K
BBY icon
414
Best Buy
BBY
$17.3B
$2.31M 0.04%
35,466
– –
SEDG icon
415
SolarEdge
SEDG
$1.95B
$2.31M 0.04%
8,449
– –
DPZ icon
416
Domino's
DPZ
$11.6B
$2.31M 0.04%
5,927
– –
DASH icon
417
DoorDash
DASH
$93.7B
$2.3M 0.04%
35,851
+18,707
+109% +$1.49M
IRM icon
418
Iron Mountain
IRM
$36.1B
$2.29M 0.04%
47,108
– –
OKTA icon
419
Okta
OKTA
$25.8B
$2.28M 0.04%
25,207
+1,091
+5% +$118K
NVR icon
420
NVR
NVR
$17B
$2.27M 0.04%
568
+33
+6% +$141K
FDS icon
421
Factset
FDS
$10.2B
$2.26M 0.04%
5,876
+382
+7% +$150K
INCY icon
422
Incyte
INCY
$24.4B
$2.25M 0.04%
29,655
– –
TER icon
423
Teradyne
TER
$59.3B
$2.25M 0.04%
25,126
– –
KMX icon
424
CarMax
KMX
$8.26B
$2.25M 0.04%
24,859
– –
CE icon
425
Celanese
CE
$4.82B
$2.23M 0.04%
18,964
-65
-0.3% -$9.33K
15 16
17
18 19

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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 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.