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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
LKQ icon
426
LKQ Corp
LKQ
$6.29B
$2.22M 0.04%
45,314
– –
CPT icon
427
Camden Property Trust
CPT
$11.3B
$2.2M 0.04%
16,377
– –
SPLK
428
DELISTED
Splunk Inc
SPLK
$2.2M 0.04%
24,878
-59
-0.2% -$6.49K
VTRS icon
429
Viatris
VTRS
$18.9B
$2.19M 0.04%
209,510
– –
SJM icon
430
J.M. Smucker
SJM
$12.8B
$2.19M 0.04%
17,091
+1,029
+6% +$137K
OMC icon
431
Omnicom Group
OMC
$23.4B
$2.19M 0.04%
34,382
– –
XYL icon
432
Xylem
XYL
$28.1B
$2.18M 0.04%
27,905
– –
JKHY icon
433
Jack Henry & Associates
JKHY
$11.1B
$2.18M 0.04%
12,103
+712
+6% +$133K
BG icon
434
Bunge Global
BG
$20.8B
$2.17M 0.04%
23,954
+1,528
+7% +$170K
AVY icon
435
Avery Dennison
AVY
$13.4B
$2.16M 0.04%
13,353
-499
-4% -$85.3K
TECH icon
436
Bio-Techne
TECH
$11.3B
$2.14M 0.04%
24,720
+1,320
+6% +$124K
AMH icon
437
American Homes 4 Rent
AMH
$12.5B
$2.14M 0.04%
+60,334
New +$2.28M
IEX icon
438
IDEX
IEX
$17.3B
$2.14M 0.04%
11,766
– –
RBLX icon
439
Roblox
RBLX
$27B
$2.13M 0.04%
+64,797
New +$2.18M
POOL icon
440
Pool Corp
POOL
$7.5B
$2.13M 0.04%
6,052
– –
BRO icon
441
Brown & Brown
BRO
$23.9B
$2.12M 0.04%
36,315
– –
ENTG icon
442
Entegris
ENTG
$23.2B
$2.1M 0.04%
22,842
+2,321
+11% +$252K
GEN icon
443
Gen Digital
GEN
$17.5B
$2.1M 0.04%
95,765
– –
FWONK icon
444
Liberty Media Series C
FWONK
$25.8B
$2.1M 0.04%
34,223
+2,759
+9% +$169K
GNRC icon
445
Generac Holdings
GNRC
$12.5B
$2.1M 0.04%
9,971
+497
+5% +$122K
JBHT icon
446
JB Hunt Transport Services
JBHT
$25.2B
$2.1M 0.04%
13,310
+824
+7% +$139K
L icon
447
Loews
L
$23.6B
$2.1M 0.04%
35,352
+1,546
+5% +$97.3K
TYL icon
448
Tyler Technologies
TYL
$12.8B
$2.09M 0.04%
6,287
– –
SSNC icon
449
SS&C Technologies
SSNC
$18.6B
$2.09M 0.04%
35,966
+1,954
+6% +$126K
HUBS icon
450
HubSpot
HUBS
$10.5B
$2.08M 0.04%
6,924
-33
-0.5% -$12.1K
16 17
18
19 20

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IA
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AT
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UM
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FCAS
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RFC
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GF
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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.