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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
HRL icon
451
Hormel Foods
HRL
$13.8B
$2.07M 0.04%
43,768
– –
APA icon
452
APA Corp
APA
$13.2B
$2.07M 0.04%
+59,334
New +$2.52M
PKG icon
453
Packaging Corp of America
PKG
$22.8B
$2.06M 0.04%
14,975
– –
FOXA icon
454
Fox Class A
FOXA
$26.9B
$2.05M 0.04%
63,803
+4,313
+7% +$152K
CHRW icon
455
C.H. Robinson
CHRW
$17.5B
$2.05M 0.04%
20,232
-57
-0.3% -$5.95K
EMN icon
456
Eastman Chemical
EMN
$8.42B
$2.02M 0.04%
22,553
+1,320
+6% +$137K
Y
457
DELISTED
Alleghany Corp
Y
$2M 0.04%
2,407
-200
-8% -$167K
EQH icon
458
Equitable Holdings
EQH
$14.1B
$2M 0.04%
76,752
– –
EQT icon
459
EQT Corp
EQT
$32.3B
$1.99M 0.03%
+57,777
New +$2.38M
SBNY
460
DELISTED
Signature Bank
SBNY
$1.99M 0.03%
11,094
+2,356
+27% +$528K
CTXS
461
DELISTED
Citrix Systems Inc
CTXS
$1.96M 0.03%
20,206
– –
WRK
462
DELISTED
WestRock Company
WRK
$1.96M 0.03%
49,092
-1,397
-3% -$65.7K
ZS icon
463
Zscaler
ZS
$27.3B
$1.95M 0.03%
13,024
– –
ALLY icon
464
Ally Financial
ALLY
$13.3B
$1.94M 0.03%
57,969
+38
+0.1% +$1.52K
CCK icon
465
Crown Holdings
CCK
$13.1B
$1.94M 0.03%
21,018
+686
+3% +$73.3K
PTC icon
466
PTC
PTC
$16B
$1.92M 0.03%
18,045
– –
JNPR
467
DELISTED
Juniper Networks
JNPR
$1.91M 0.03%
67,125
-3,250
-5% -$103K
CBOE icon
468
Cboe Global Markets
CBOE
$29.9B
$1.91M 0.03%
16,893
– –
HST icon
469
Host Hotels & Resorts
HST
$16B
$1.9M 0.03%
121,459
– –
BILL icon
470
BILL Holdings
BILL
$4.78B
$1.9M 0.03%
17,281
+5,249
+44% +$764K
AAP icon
471
Advance Auto Parts
AAP
$3.49B
$1.89M 0.03%
10,915
+1,697
+18% +$337K
HWM icon
472
Howmet Aerospace
HWM
$112B
$1.89M 0.03%
59,930
-310
-0.5% -$10.6K
OC icon
473
Owens Corning
OC
$12.4B
$1.88M 0.03%
25,305
-881
-3% -$77.8K
AIZ icon
474
Assurant
AIZ
$14.3B
$1.88M 0.03%
10,870
– –
FICO icon
475
Fair Isaac
FICO
$22.5B
$1.86M 0.03%
4,653
– –
17 18
19
20 21

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UM
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FCAS
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RFC
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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.