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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
PTC icon
426
PTC
PTC
$16B
$2.63M 0.04%
20,507
+906
+5% +$115K
IRM icon
427
Iron Mountain
IRM
$36.1B
$2.63M 0.04%
49,654
+2,546
+5% +$133K
NET icon
428
Cloudflare
NET
$107B
$2.63M 0.04%
42,599
+789
+2% +$43.1K
FWONK icon
429
Liberty Media Series C
FWONK
$25.8B
$2.62M 0.04%
36,203
+538
+2% +$36.4K
LKQ icon
430
LKQ Corp
LKQ
$6.29B
$2.61M 0.04%
45,900
+586
+1% +$33K
BURL icon
431
Burlington
BURL
$23.2B
$2.56M 0.04%
12,675
+509
+4% +$111K
EG icon
432
Everest Group
EG
$14.4B
$2.56M 0.04%
7,153
+304
+4% +$109K
AMH icon
433
American Homes 4 Rent
AMH
$12.5B
$2.56M 0.04%
81,369
+1,252
+2% +$39.9K
BRO icon
434
Brown & Brown
BRO
$23.9B
$2.56M 0.04%
44,518
+2,029
+5% +$117K
ESS icon
435
Essex Property Trust
ESS
$18.5B
$2.55M 0.04%
12,214
+646
+6% +$142K
MKTX icon
436
MarketAxess Holdings
MKTX
$5.72B
$2.54M 0.04%
6,497
+558
+9% +$198K
JBHT icon
437
JB Hunt Transport Services
JBHT
$25.2B
$2.54M 0.04%
14,463
+706
+5% +$128K
EXPE icon
438
Expedia Group
EXPE
$37.3B
$2.53M 0.04%
26,123
+491
+2% +$51.5K
MAS icon
439
Masco
MAS
$15.3B
$2.52M 0.04%
50,633
+684
+1% +$35.3K
ETSY icon
440
Etsy
ETSY
$7.85B
$2.52M 0.04%
22,610
+1,757
+8% +$218K
ARES icon
441
Ares Management
ARES
$30.9B
$2.51M 0.04%
30,072
+2,764
+10% +$220K
BG icon
442
Bunge Global
BG
$20.8B
$2.5M 0.04%
26,222
+1,134
+5% +$110K
TWLO icon
443
Twilio
TWLO
$36.6B
$2.5M 0.04%
37,456
+3,118
+9% +$192K
AVTR icon
444
Avantor
AVTR
$9.19B
$2.48M 0.04%
117,461
+2,305
+2% +$52.5K
PKG icon
445
Packaging Corp of America
PKG
$22.8B
$2.48M 0.04%
17,870
+1,589
+10% +$216K
HST icon
446
Host Hotels & Resorts
HST
$16B
$2.48M 0.04%
150,155
+14,506
+11% +$247K
FFIV icon
447
F5
FFIV
$22.7B
$2.47M 0.04%
16,979
+271
+2% +$39.1K
JNPR
448
DELISTED
Juniper Networks
JNPR
$2.46M 0.04%
71,539
+4,414
+7% +$140K
HUBB icon
449
Hubbell
HUBB
$27.2B
$2.45M 0.04%
10,052
+216
+2% +$51.7K
INCY icon
450
Incyte
INCY
$24.4B
$2.43M 0.04%
33,654
+3,209
+11% +$251K
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 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.