We are live on ! Find out more
II

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
CTXS
426
DELISTED
Citrix Systems Inc
CTXS
$2.1M 0.04%
20,206
– –
RIVN icon
427
Rivian
RIVN
$23.2B
$2.1M 0.04%
63,737
+36,531
+134% +$1.25M
HRL icon
428
Hormel Foods
HRL
$13.8B
$2.08M 0.04%
45,865
+2,097
+5% +$101K
JBHT icon
429
JB Hunt Transport Services
JBHT
$25.2B
$2.08M 0.04%
13,310
– –
OC icon
430
Owens Corning
OC
$12.4B
$2.08M 0.04%
26,474
+1,169
+5% +$98.2K
EQH icon
431
Equitable Holdings
EQH
$14.1B
$2.08M 0.04%
78,828
+2,076
+3% +$59K
IRM icon
432
Iron Mountain
IRM
$36.1B
$2.07M 0.04%
47,108
– –
BG icon
433
Bunge Global
BG
$20.8B
$2.06M 0.04%
24,975
+1,021
+4% +$95.1K
HST icon
434
Host Hotels & Resorts
HST
$16B
$2.04M 0.04%
128,549
+7,090
+6% +$124K
APA icon
435
APA Corp
APA
$13.2B
$2.03M 0.04%
59,334
– –
PARA
436
DELISTED
Paramount Global Class B
PARA
$2.02M 0.04%
106,244
-1,768
-2% -$42.4K
GEN icon
437
Gen Digital
GEN
$17.5B
$2.02M 0.04%
100,289
+4,524
+5% +$105K
Y
438
DELISTED
Alleghany Corp
Y
$2.02M 0.04%
2,407
– –
DELL icon
439
Dell
DELL
$293B
$2.02M 0.04%
59,058
-620
-1% -$26.1K
IP icon
440
International Paper
IP
$22B
$2.01M 0.04%
63,370
+3,277
+5% +$134K
LVS icon
441
Las Vegas Sands
LVS
$29.6B
$2.01M 0.04%
53,460
– –
HUBS icon
442
HubSpot
HUBS
$10.5B
$2M 0.04%
7,411
+487
+7% +$155K
CTLT
443
DELISTED
CATALENT, INC.
CTLT
$2M 0.04%
27,611
– –
CBOE icon
444
Cboe Global Markets
CBOE
$29.9B
$1.98M 0.04%
16,893
– –
INCY icon
445
Incyte
INCY
$24.4B
$1.98M 0.04%
29,655
– –
ENTG icon
446
Entegris
ENTG
$23.2B
$1.97M 0.04%
23,700
+858
+4% +$83.8K
FOXA icon
447
Fox Class A
FOXA
$26.9B
$1.96M 0.04%
63,803
– –
CPT icon
448
Camden Property Trust
CPT
$11.3B
$1.96M 0.04%
16,377
– –
CHRW icon
449
C.H. Robinson
CHRW
$17.5B
$1.95M 0.04%
20,232
– –
VTRS icon
450
Viatris
VTRS
$18.9B
$1.95M 0.04%
228,681
+19,171
+9% +$189K
16 17
18
19 20

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
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
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
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.