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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
MGM icon
451
MGM Resorts International
MGM
$11.2B
$2.12M 0.04%
63,139
-163
-0.3% -$5.64K
AAP icon
452
Advance Auto Parts
AAP
$3.49B
$2.1M 0.04%
14,256
+3,591
+34% +$582K
CPB icon
453
Campbell Soup
CPB
$6.87B
$2.09M 0.04%
36,866
+2,414
+7% +$127K
HRL icon
454
Hormel Foods
HRL
$13.8B
$2.09M 0.04%
45,865
– –
PKG icon
455
Packaging Corp of America
PKG
$22.8B
$2.08M 0.04%
16,281
– –
EQT icon
456
EQT Corp
EQT
$32.3B
$2.07M 0.03%
61,232
+3,455
+6% +$139K
LYV icon
457
Live Nation Entertainment
LYV
$42.1B
$2.06M 0.03%
29,573
+1,423
+5% +$105K
L icon
458
Loews
L
$23.6B
$2.06M 0.03%
35,352
– –
FWONK icon
459
Liberty Media Series C
FWONK
$25.8B
$2.06M 0.03%
35,665
+1,442
+4% +$82.5K
TECH icon
460
Bio-Techne
TECH
$11.3B
$2.05M 0.03%
24,720
– –
TRMB icon
461
Trimble
TRMB
$13.9B
$2.04M 0.03%
40,392
– –
GL icon
462
Globe Life
GL
$14.3B
$2.04M 0.03%
16,885
– –
SNA icon
463
Snap-on
SNA
$21.5B
$2.03M 0.03%
8,885
– –
MTCH icon
464
Match Group
MTCH
$8.55B
$2.03M 0.03%
48,865
+1,336
+3% +$60.4K
RPM icon
465
RPM International
RPM
$15B
$1.96M 0.03%
20,156
– –
AIZ icon
466
Assurant
AIZ
$14.3B
$1.96M 0.03%
15,666
+4,796
+44% +$639K
NBIX icon
467
Neurocrine Biosciences
NBIX
$16.6B
$1.95M 0.03%
16,336
-1,246
-7% -$146K
NDSN icon
468
Nordson
NDSN
$17.3B
$1.95M 0.03%
8,195
– –
CE icon
469
Celanese
CE
$4.82B
$1.94M 0.03%
18,964
– –
FOXA icon
470
Fox Class A
FOXA
$26.9B
$1.94M 0.03%
63,803
– –
PDD icon
471
Pinduoduo
PDD
$131B
$1.91M 0.03%
23,455
– –
ELS icon
472
Equity Lifestyle Properties
ELS
$12.6B
$1.9M 0.03%
29,406
+2,100
+8% +$133K
LBRDK icon
473
Liberty Broadband Class C
LBRDK
$5.15B
$1.9M 0.03%
24,861
– –
BXP icon
474
Boston Properties
BXP
$11.1B
$1.9M 0.03%
28,053
– –
HSIC icon
475
Henry Schein
HSIC
$9.82B
$1.89M 0.03%
23,725
– –
17 18
19
20 21

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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 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.