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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
PARA
451
DELISTED
Paramount Global Class B
PARA
$2.41M 0.04%
108,014
+1,770
+2% +$38K
PLTR icon
452
Palantir
PLTR
$428B
$2.4M 0.04%
284,225
+12,987
+5% +$102K
SWK icon
453
Stanley Black & Decker
SWK
$15.4B
$2.36M 0.04%
29,315
+418
+1% +$35.2K
TTC icon
454
Toro Company
TTC
$9.43B
$2.33M 0.04%
+20,975
New +$2.34M
WDC icon
455
Western Digital
WDC
$152B
$2.31M 0.04%
81,014
+1,578
+2% +$46.3K
KIM icon
456
Kimco Realty
KIM
$16.1B
$2.3M 0.03%
117,758
+1,913
+2% +$39.4K
SNA icon
457
Snap-on
SNA
$21.4B
$2.3M 0.03%
9,305
+420
+5% +$103K
AKAM icon
458
Akamai
AKAM
$17B
$2.29M 0.03%
29,289
+1,607
+6% +$130K
OKTA icon
459
Okta
OKTA
$26.4B
$2.28M 0.03%
26,487
+1,346
+5% +$102K
DAR icon
460
Darling Ingredients
DAR
$9.85B
$2.28M 0.03%
39,044
+895
+2% +$56.3K
POOL icon
461
Pool Corp
POOL
$7.26B
$2.28M 0.03%
6,647
+595
+10% +$211K
CSL icon
462
Carlisle Companies
CSL
$15.3B
$2.24M 0.03%
9,923
+160
+2% +$38.9K
BWA icon
463
BorgWarner
BWA
$14B
$2.24M 0.03%
51,875
+555
+1% +$23K
APA icon
464
APA Corp
APA
$14B
$2.21M 0.03%
61,204
+768
+1% +$30.8K
ENTG icon
465
Entegris
ENTG
$22.6B
$2.18M 0.03%
26,594
+1,135
+4% +$92K
TRMB icon
466
Trimble
TRMB
$13.8B
$2.17M 0.03%
41,303
+911
+2% +$48.6K
DOC icon
467
Healthpeak Properties
DOC
$14.5B
$2.16M 0.03%
98,211
-2,361
-2% -$58.5K
SSNC icon
468
SS&C Technologies
SSNC
$18.6B
$2.15M 0.03%
38,118
+2,152
+6% +$124K
EXAS
469
DELISTED
Exact Sciences
EXAS
$2.12M 0.03%
31,335
+3,093
+11% +$199K
LYV icon
470
Live Nation Entertainment
LYV
$42.1B
$2.11M 0.03%
30,189
+616
+2% +$45.2K
GEN icon
471
Gen Digital
GEN
$17.6B
$2.11M 0.03%
122,988
+1,964
+2% +$39.4K
CE icon
472
Celanese
CE
$4.8B
$2.1M 0.03%
19,312
+348
+2% +$40.2K
DOCU
473
DocuSign
DOCU
$11.4B
$2.1M 0.03%
35,949
+5,212
+17% +$311K
ELS icon
474
Equity Lifestyle Properties
ELS
$12.5B
$2.09M 0.03%
31,189
+1,783
+6% +$121K
DPZ icon
475
Domino's
DPZ
$11.3B
$2.09M 0.03%
6,341
+114
+2% +$37.9K
17 18
19
20 21

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IA
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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.