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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
AVY icon
401
Avery Dennison
AVY
$13.4B
$2.65M 0.04%
14,659
+1,174
+9% +$209K
ZM icon
402
Zoom
ZM
$30.6B
$2.65M 0.04%
39,166
+1,400
+4% +$106K
NVR icon
403
NVR
NVR
$17B
$2.62M 0.04%
568
– –
GEN icon
404
Gen Digital
GEN
$17.5B
$2.59M 0.04%
121,024
+20,735
+21% +$458K
IP icon
405
International Paper
IP
$22B
$2.57M 0.04%
74,316
+10,946
+17% +$378K
LVS icon
406
Las Vegas Sands
LVS
$29.6B
$2.57M 0.04%
53,460
– –
CINF icon
407
Cincinnati Financial
CINF
$27.1B
$2.55M 0.04%
24,917
+696
+3% +$71.7K
UDR icon
408
UDR
UDR
$12.3B
$2.53M 0.04%
65,366
+2,988
+5% +$118K
DOC icon
409
Healthpeak Properties
DOC
$14.8B
$2.52M 0.04%
100,572
+8,534
+9% +$207K
BG icon
410
Bunge Global
BG
$20.8B
$2.5M 0.04%
25,088
+113
+0.5% +$10.9K
SIVB
411
DELISTED
SVB Financial Group
SIVB
$2.5M 0.04%
10,854
+866
+9% +$215K
ETSY icon
412
Etsy
ETSY
$7.85B
$2.5M 0.04%
20,853
+1,436
+7% +$164K
TPL icon
413
Texas Pacific Land
TPL
$23.5B
$2.49M 0.04%
9,576
-1,503
-14% -$398K
BURL icon
414
Burlington
BURL
$23.2B
$2.47M 0.04%
12,166
-436
-3% -$69.6K
KIM icon
415
Kimco Realty
KIM
$16.4B
$2.45M 0.04%
115,845
– –
ESS icon
416
Essex Property Trust
ESS
$18.5B
$2.45M 0.04%
11,568
+383
+3% +$83.7K
INCY icon
417
Incyte
INCY
$24.4B
$2.45M 0.04%
30,445
+790
+3% +$60.4K
HWM icon
418
Howmet Aerospace
HWM
$112B
$2.44M 0.04%
61,936
+2,006
+3% +$73.1K
VTRS icon
419
Viatris
VTRS
$18.9B
$2.43M 0.04%
218,691
-9,990
-4% -$104K
AVTR icon
420
Avantor
AVTR
$9.19B
$2.43M 0.04%
115,156
+6,095
+6% +$126K
BRO icon
421
Brown & Brown
BRO
$23.9B
$2.42M 0.04%
42,489
+4,383
+12% +$256K
LKQ icon
422
LKQ Corp
LKQ
$6.29B
$2.42M 0.04%
45,314
– –
AMH icon
423
American Homes 4 Rent
AMH
$12.5B
$2.41M 0.04%
80,117
+5,200
+7% +$165K
JBHT icon
424
JB Hunt Transport Services
JBHT
$25.2B
$2.4M 0.04%
13,757
+447
+3% +$78K
FFIV icon
425
F5
FFIV
$22.7B
$2.4M 0.04%
16,708
+5,783
+53% +$847K
15 16
17
18 19

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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.