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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
DAR icon
426
Darling Ingredients
DAR
$9.44B
$2.39M 0.04%
+38,149
New +$2.69M
FDS icon
427
Factset
FDS
$10.2B
$2.36M 0.04%
5,876
– –
PTC icon
428
PTC
PTC
$16B
$2.35M 0.04%
19,601
+1,556
+9% +$186K
IRM icon
429
Iron Mountain
IRM
$36.1B
$2.35M 0.04%
47,108
– –
AKAM icon
430
Akamai
AKAM
$15.9B
$2.33M 0.04%
27,682
– –
MAS icon
431
Masco
MAS
$15.3B
$2.33M 0.04%
49,949
-866
-2% -$41.7K
TER icon
432
Teradyne
TER
$59.3B
$2.33M 0.04%
26,626
+1,500
+6% +$129K
CPAY icon
433
Corpay
CPAY
$25.7B
$2.32M 0.04%
12,643
+600
+5% +$110K
HUBS icon
434
HubSpot
HUBS
$10.5B
$2.32M 0.04%
8,022
+611
+8% +$173K
TYL icon
435
Tyler Technologies
TYL
$12.8B
$2.32M 0.04%
7,184
+897
+14% +$293K
HUBB icon
436
Hubbell
HUBB
$27.2B
$2.31M 0.04%
+9,836
New +$2.36M
CSL icon
437
Carlisle Companies
CSL
$15.4B
$2.3M 0.04%
9,763
– –
MDB icon
438
MongoDB
MDB
$32.1B
$2.29M 0.04%
11,646
+296
+3% +$52.7K
EG icon
439
Everest Group
EG
$14.4B
$2.27M 0.04%
6,849
+226
+3% +$70.4K
IPG
440
DELISTED
Interpublic Group of Companies
IPG
$2.27M 0.04%
68,043
– –
LW icon
441
Lamb Weston
LW
$7.19B
$2.26M 0.04%
+25,252
New +$2.15M
EXPE icon
442
Expedia Group
EXPE
$37.3B
$2.25M 0.04%
25,632
– –
ZBRA icon
443
Zebra Technologies
ZBRA
$17.8B
$2.24M 0.04%
8,751
+94
+1% +$24.3K
SPLK
444
DELISTED
Splunk Inc
SPLK
$2.23M 0.04%
25,954
+322
+1% +$26K
OVV icon
445
Ovintiv
OVV
$16.4B
$2.2M 0.04%
+43,385
New +$2.27M
HST icon
446
Host Hotels & Resorts
HST
$16B
$2.18M 0.04%
135,649
+7,100
+6% +$124K
SWK icon
447
Stanley Black & Decker
SWK
$15.7B
$2.17M 0.04%
28,897
– –
DPZ icon
448
Domino's
DPZ
$11.6B
$2.16M 0.04%
6,227
+300
+5% +$105K
JNPR
449
DELISTED
Juniper Networks
JNPR
$2.15M 0.04%
67,125
– –
JKHY icon
450
Jack Henry & Associates
JKHY
$11.1B
$2.12M 0.04%
12,103
– –
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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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.