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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
+9.95%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.64B
AUM Growth
+$1.04B
(+16%)
Cap. Flow
+$477M
Cap. Flow
% of AUM
6.24%
Top 10 Holdings %
Top 10 Hldgs %
29.21%
Holding
647
New
23
Increased
484
Reduced
92
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$24.4M |
| 2 |
Microsoft
MSFT
|
+$20.3M |
| 3 |
NextEra Energy
NEE
|
+$14.1M |
| 4 |
Tesla
TSLA
|
+$11.7M |
| 5 |
Union Pacific
UNP
|
+$10.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lockheed Martin
LMT
|
+$5.84M |
| 2 |
Boeing
BA
|
+$5.8M |
| 3 |
iShares MSCI India ETF
INDA
|
+$2.76M |
| 4 |
Plug Power
PLUG
|
+$999K |
| 5 |
Newell Brands
NWL
|
+$963K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.64% |
| 2 | Healthcare | 13.15% |
| 3 | Financials | 11.48% |
| 4 | Consumer Discretionary | 11.08% |
| 5 | Communication Services | 8.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
AXON
426
Axon Enterprise
AXON
$46.4B
| $2.93M | 0.04% |
15,015
+1,503
| +11% | +$311K |
|
427
Reliance Steel & Aluminium
RS
$21.6B
| $2.92M | 0.04% |
10,767
+125
| +1% | +$30.9K |
|
428
GoDaddy
GDDY
$11.5B
| $2.87M | 0.04% |
38,150
+552
| +1% | +$40.8K |
|
429
Northern Trust
NTRS
$33.9B
| $2.82M | 0.04% |
38,098
+20
| +0.1% | +$1.53K |
|
430
CF Industries
CF
$17.3B
| $2.8M | 0.04% |
40,312
+423
| +1% | +$29.5K |
|
431
Tyson Foods
TSN
$20.4B
| $2.79M | 0.04% |
54,756
+606
| +1% | +$33K |
|
432
Zscaler
ZS
$27.3B
| $2.79M | 0.04% |
19,043
+4,180
| +28% | +$510K |
|
|
IPG
433
DELISTED
Interpublic Group of Companies
IPG
| $2.78M | 0.04% |
71,977
| – | – |
|
434
Stanley Black & Decker
SWK
$15.7B
| $2.75M | 0.04% |
29,315
| – | – |
|
435
Equitable Holdings
EQH
$14.1B
| $2.74M | 0.04% |
100,821
-18,718
| -16% | -$474K |
|
436
Liberty Media Series C
FWONK
$25.8B
| $2.74M | 0.04% |
37,609
+1,406
| +4% | +$100K |
|
437
UDR
UDR
$12.3B
| $2.74M | 0.04% |
63,681
-5,509
| -8% | -$227K |
|
438
AES
AES
$10.5B
| $2.73M | 0.04% |
131,598
-71
| -0.1% | -$1.56K |
|
439
Live Nation Entertainment
LYV
$42.1B
| $2.72M | 0.04% |
29,855
-334
| -1% | -$26.1K |
|
440
First Citizens BancShares
FCNCA
$25.3B
| $2.72M | 0.04% |
2,118
+3
| +0.1% | +$3.47K |
|
441
Citizens Financial Group
CFG
$30.6B
| $2.71M | 0.04% |
104,100
-8,141
| -7% | -$224K |
|
442
EQT Corp
EQT
$32.3B
| $2.7M | 0.04% |
65,686
+3,389
| +5% | +$120K |
|
443
Snap-on
SNA
$21.5B
| $2.68M | 0.04% |
9,305
| – | – |
|
444
Gaming and Leisure Properties
GLPI
$12.8B
| $2.62M | 0.03% |
54,024
+255
| +0.5% | +$12.7K |
|
445
Akamai
AKAM
$15.9B
| $2.6M | 0.03% |
28,950
-339
| -1% | -$29K |
|
446
Darling Ingredients
DAR
$9.44B
| $2.6M | 0.03% |
40,702
+1,658
| +4% | +$101K |
|
447
Carlisle Companies
CSL
$15.4B
| $2.59M | 0.03% |
10,090
+167
| +2% | +$37K |
|
448
F5
FFIV
$22.7B
| $2.59M | 0.03% |
17,688
+709
| +4% | +$101K |
|
449
W.R. Berkley
WRB
$26.6B
| $2.58M | 0.03% |
65,061
+1,092
| +2% | +$42.9K |
|
450
MGM Resorts International
MGM
$11.2B
| $2.58M | 0.03% |
58,695
-1,785
| -3% | -$76.2K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
NMO
IFM Investors's Q2 2023 Portfolio in Review
As of Q2 2023, IFM Investors held 647 positions worth $7.64B, up 16% from $6.59B the previous quarter. Its ten largest holdings account for 29% of the portfolio.
IFM Investors deployed $477M of net new capital in Q2 2023, opening 23 new positions and adding to 484 existing holdings. Its largest new stake was Builders FirstSource: 26,570 shares worth $3.61M.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 28% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Lockheed Martin, an estimated $5.84M trimmed.
- IFM Investors's largest Q2 2023 buy was Builders FirstSource: 26,570 shares worth $3.61M.
- IFM Investors added most to Apple in Q2 2023, an estimated $24.4M increase.
- IFM Investors's biggest Q2 2023 reduction was Lockheed Martin, cutting an estimated $5.84M.
- IFM Investors fully exited iShares MSCI India ETF in Q2 2023, selling an estimated $2.76M.
- IFM Investors's ten largest holdings make up 29% of its $7.64B portfolio in Q2 2023.
- IFM Investors opened 23 new positions and closed 9 in Q2 2023.
- IFM Investors's portfolio value rose 16% quarter-over-quarter to $7.64B.
Based on IFM Investors's 13F filing for Q2 2023, filed 27 Jul 2023.