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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
-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
ETSY icon
451
Etsy
ETSY
$7.85B
$1.94M 0.04%
19,417
– –
ABMD
452
DELISTED
Abiomed Inc
ABMD
$1.94M 0.04%
7,903
+510
+7% +$138K
FWONK icon
453
Liberty Media Series C
FWONK
$25.8B
$1.94M 0.04%
34,223
– –
TWLO icon
454
Twilio
TWLO
$36.6B
$1.93M 0.04%
27,926
– –
SPLK
455
DELISTED
Splunk Inc
SPLK
$1.93M 0.04%
25,632
+754
+3% +$73.9K
PINS icon
456
Pinterest
PINS
$13.4B
$1.93M 0.04%
82,648
– –
POOL icon
457
Pool Corp
POOL
$7.5B
$1.93M 0.04%
6,052
– –
FICO icon
458
Fair Isaac
FICO
$22.5B
$1.92M 0.03%
4,653
– –
GDDY icon
459
GoDaddy
GDDY
$11.5B
$1.89M 0.03%
26,675
– –
PTC icon
460
PTC
PTC
$16B
$1.89M 0.03%
18,045
– –
TER icon
461
Teradyne
TER
$59.3B
$1.89M 0.03%
25,126
– –
MGM icon
462
MGM Resorts International
MGM
$11.2B
$1.88M 0.03%
63,302
– –
NBIX icon
463
Neurocrine Biosciences
NBIX
$16.6B
$1.87M 0.03%
17,582
-239
-1% -$24.3K
FTV icon
464
Fortive
FTV
$18.6B
$1.86M 0.03%
42,310
– –
WDC icon
465
Western Digital
WDC
$150B
$1.86M 0.03%
75,447
+678
+0.9% +$22.5K
HWM icon
466
Howmet Aerospace
HWM
$112B
$1.85M 0.03%
59,930
– –
DPZ icon
467
Domino's
DPZ
$11.6B
$1.84M 0.03%
5,927
– –
LBRDK icon
468
Liberty Broadband Class C
LBRDK
$5.15B
$1.83M 0.03%
24,861
– –
PKG icon
469
Packaging Corp of America
PKG
$22.8B
$1.83M 0.03%
16,281
+1,306
+9% +$177K
CCK icon
470
Crown Holdings
CCK
$13.1B
$1.79M 0.03%
22,080
+1,062
+5% +$99K
SNA icon
471
Snap-on
SNA
$21.5B
$1.79M 0.03%
8,885
– –
TRU icon
472
TransUnion
TRU
$15.3B
$1.78M 0.03%
29,927
– –
GTM
473
ZoomInfo Technologies
GTM
$1.22B
$1.78M 0.03%
42,733
– –
SNAP icon
474
Snap
SNAP
$9.01B
$1.78M 0.03%
180,976
– –
GNRC icon
475
Generac Holdings
GNRC
$12.5B
$1.78M 0.03%
9,971
– –
17 18
19
20 21

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IA
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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.