We are live on
!
Find out more
II
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 | |
|---|---|---|---|---|---|---|
451
Lattice Semiconductor
LSCC
$18.5B
| $2.57M | 0.03% |
+26,744
| New | +$2.3M |
|
452
Twilio
TWLO
$36.6B
| $2.55M | 0.03% |
40,155
+2,699
| +7% | +$159K |
|
453
EPAM Systems
EPAM
$5.03B
| $2.55M | 0.03% |
11,329
-221
| -2% | -$55.7K |
|
454
International Paper
IP
$22B
| $2.54M | 0.03% |
79,871
+2,275
| +3% | +$74.5K |
|
455
Deckers Outdoor
DECK
$13.3B
| $2.53M | 0.03% |
+28,812
| New | +$2.32M |
|
456
Avantor
AVTR
$9.19B
| $2.53M | 0.03% |
123,072
+5,611
| +5% | +$113K |
|
457
Watsco Inc
WSO
$13.6B
| $2.53M | 0.03% |
+6,621
| New | +$2.25M |
|
458
Host Hotels & Resorts
HST
$16B
| $2.52M | 0.03% |
149,457
-698
| -0.5% | -$11.7K |
|
459
Bunge Global
BG
$20.8B
| $2.51M | 0.03% |
26,557
+335
| +1% | +$31.1K |
|
460
Everest Group
EG
$14.4B
| $2.49M | 0.03% |
7,288
+135
| +2% | +$48.8K |
|
461
Incyte
INCY
$24.4B
| $2.46M | 0.03% |
39,498
+5,844
| +17% | +$391K |
|
462
Packaging Corp of America
PKG
$22.8B
| $2.45M | 0.03% |
18,514
+644
| +4% | +$86K |
|
463
Bentley Systems
BSY
$10.6B
| $2.41M | 0.03% |
44,521
+9,737
| +28% | +$454K |
|
464
Hormel Foods
HRL
$13.8B
| $2.39M | 0.03% |
59,414
+10,724
| +22% | +$430K |
|
465
Nordson
NDSN
$17.3B
| $2.36M | 0.03% |
9,496
+1,132
| +14% | +$252K |
|
466
BorgWarner
BWA
$13.9B
| $2.35M | 0.03% |
54,663
+2,788
| +5% | +$115K |
|
467
CarMax
KMX
$8.26B
| $2.35M | 0.03% |
28,095
+1,429
| +5% | +$105K |
|
468
Molson Coors Class B
TAP
$8.09B
| $2.35M | 0.03% |
35,710
+1,559
| +5% | +$96.4K |
|
469
Western Digital
WDC
$150B
| $2.35M | 0.03% |
81,890
+876
| +1% | +$24.4K |
|
470
Kimco Realty
KIM
$16.4B
| $2.32M | 0.03% |
117,758
| – | – |
|
471
SS&C Technologies
SSNC
$18.6B
| $2.31M | 0.03% |
38,118
| – | – |
|
472
Gen Digital
GEN
$17.5B
| $2.29M | 0.03% |
123,533
+545
| +0.4% | +$9.53K |
|
473
The Mosaic Company
MOS
$7.33B
| $2.28M | 0.03% |
65,150
+968
| +2% | +$37.4K |
|
474
Celanese
CE
$4.82B
| $2.28M | 0.03% |
19,672
+360
| +2% | +$39K |
|
475
Caesars Entertainment
CZR
$6.14B
| $2.28M | 0.03% |
44,686
+10,160
| +29% | +$461K |
|
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.