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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
SJM icon
401
J.M. Smucker
SJM
$12.8B
$2.91M 0.04%
18,474
+1,383
+8% +$210K
NTAP icon
402
NetApp
NTAP
$37.2B
$2.9M 0.04%
45,421
+867
+2% +$56K
CF icon
403
CF Industries
CF
$17.3B
$2.89M 0.04%
39,889
+512
+1% +$41.9K
HBAN icon
404
Huntington Bancshares
HBAN
$35.5B
$2.85M 0.04%
254,852
+10,670
+4% +$148K
RVTY icon
405
Revvity
RVTY
$12.8B
$2.85M 0.04%
21,367
+445
+2% +$58.6K
UDR icon
406
UDR
UDR
$12.3B
$2.84M 0.04%
69,190
+3,824
+6% +$158K
AVY icon
407
Avery Dennison
AVY
$13.4B
$2.84M 0.04%
15,871
+1,212
+8% +$220K
MDB icon
408
MongoDB
MDB
$32.1B
$2.83M 0.04%
12,159
+513
+4% +$108K
VTRS icon
409
Viatris
VTRS
$18.9B
$2.82M 0.04%
292,632
+73,941
+34% +$820K
LW icon
410
Lamb Weston
LW
$7.19B
$2.81M 0.04%
26,923
+1,671
+7% +$165K
GLPI icon
411
Gaming and Leisure Properties
GLPI
$12.8B
$2.8M 0.04%
53,769
+773
+1% +$40.3K
IP icon
412
International Paper
IP
$22B
$2.8M 0.04%
77,596
+3,280
+4% +$122K
DELL icon
413
Dell
DELL
$293B
$2.8M 0.04%
69,570
+1,114
+2% +$44.9K
WPC icon
414
W.P. Carey
WPC
$16.4B
$2.8M 0.04%
36,846
+1,818
+5% +$145K
TYL icon
415
Tyler Technologies
TYL
$12.8B
$2.79M 0.04%
7,861
+677
+9% +$220K
INDA icon
416
iShares MSCI India ETF
INDA
$6.63B
$2.76M 0.04%
+70,126
New +$2.82M
RS icon
417
Reliance Steel & Aluminium
RS
$21.6B
$2.73M 0.04%
+10,642
New +$2.51M
CPAY icon
418
Corpay
CPAY
$25.7B
$2.72M 0.04%
12,901
+258
+2% +$52.4K
MGM icon
419
MGM Resorts International
MGM
$11.2B
$2.69M 0.04%
60,480
-2,659
-4% -$110K
IPG
420
DELISTED
Interpublic Group of Companies
IPG
$2.68M 0.04%
71,977
+3,934
+6% +$141K
HWM icon
421
Howmet Aerospace
HWM
$112B
$2.67M 0.04%
62,957
+1,021
+2% +$41.8K
DASH icon
422
DoorDash
DASH
$93.7B
$2.66M 0.04%
41,774
+3,488
+9% +$200K
WRB icon
423
W.R. Berkley
WRB
$26.6B
$2.66M 0.04%
63,969
+2,589
+4% +$116K
FDS icon
424
Factset
FDS
$10.2B
$2.65M 0.04%
6,379
+503
+9% +$209K
SPLK
425
DELISTED
Splunk Inc
SPLK
$2.64M 0.04%
27,537
+1,583
+6% +$152K
15 16
17
18 19

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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.