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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
MTCH icon
401
Match Group
MTCH
$8.55B
$2.27M 0.04%
47,529
– –
BBY icon
402
Best Buy
BBY
$17.3B
$2.27M 0.04%
35,801
+335
+0.9% +$24.8K
ZBRA icon
403
Zebra Technologies
ZBRA
$17.8B
$2.27M 0.04%
8,657
– –
NVR icon
404
NVR
NVR
$17B
$2.27M 0.04%
568
– –
MDB icon
405
MongoDB
MDB
$32.1B
$2.25M 0.04%
11,350
+548
+5% +$160K
SWKS icon
406
Skyworks Solutions
SWKS
$10.6B
$2.23M 0.04%
26,165
– –
AKAM icon
407
Akamai
AKAM
$15.9B
$2.22M 0.04%
27,682
– –
SEDG icon
408
SolarEdge
SEDG
$1.95B
$2.21M 0.04%
9,548
+1,099
+13% +$324K
JKHY icon
409
Jack Henry & Associates
JKHY
$11.1B
$2.21M 0.04%
12,103
– –
AVY icon
410
Avery Dennison
AVY
$13.4B
$2.19M 0.04%
13,485
+132
+1% +$23.9K
TRMB icon
411
Trimble
TRMB
$13.9B
$2.19M 0.04%
40,392
– –
TPL icon
412
Texas Pacific Land
TPL
$23.5B
$2.19M 0.04%
+11,079
New +$2.13M
BILL icon
413
BILL Holdings
BILL
$4.78B
$2.19M 0.04%
16,513
-768
-4% -$110K
TYL icon
414
Tyler Technologies
TYL
$12.8B
$2.19M 0.04%
6,287
– –
SWK icon
415
Stanley Black & Decker
SWK
$15.7B
$2.17M 0.04%
28,897
– –
CINF icon
416
Cincinnati Financial
CINF
$27.1B
$2.17M 0.04%
24,221
– –
OMC icon
417
Omnicom Group
OMC
$23.4B
$2.17M 0.04%
34,382
– –
LYV icon
418
Live Nation Entertainment
LYV
$42.1B
$2.14M 0.04%
28,150
– –
AVTR icon
419
Avantor
AVTR
$9.19B
$2.14M 0.04%
109,061
+896
+0.8% +$24K
LKQ icon
420
LKQ Corp
LKQ
$6.29B
$2.14M 0.04%
45,314
– –
KIM icon
421
Kimco Realty
KIM
$16.4B
$2.13M 0.04%
115,845
-1,984
-2% -$41.8K
CPAY icon
422
Corpay
CPAY
$25.7B
$2.12M 0.04%
12,043
– –
DOC icon
423
Healthpeak Properties
DOC
$14.8B
$2.11M 0.04%
92,038
– –
BXP icon
424
Boston Properties
BXP
$11.1B
$2.1M 0.04%
28,053
– –
PLTR icon
425
Palantir
PLTR
$413B
$2.1M 0.04%
258,338
– –
15 16
17
18 19

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IA
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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
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NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.