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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
PEP icon
26
PepsiCo
PEP
$189B
$38.6M 0.68%
231,766
+10,618
+5% +$1.79M
BAC icon
27
Bank of America
BAC
$441B
$38.6M 0.68%
1,240,482
+56,088
+5% +$2.02M
VZ icon
28
Verizon
VZ
$195B
$36.7M 0.64%
722,480
+38,841
+6% +$1.96M
COST icon
29
Costco
COST
$421B
$35.5M 0.62%
74,137
+5,271
+8% +$2.67M
TMO icon
30
Thermo Fisher Scientific
TMO
$214B
$35.5M 0.62%
65,398
+3,882
+6% +$2.14M
AMT icon
31
American Tower
AMT
$79.8B
$33.9M 0.59%
132,467
-1,760
-1% -$442K
AVGO icon
32
Broadcom
AVGO
$2T
$33.8M 0.59%
696,160
+31,020
+5% +$1.74M
ABT icon
33
Abbott
ABT
$187B
$32.4M 0.57%
297,909
+18,098
+6% +$2.06M
WMT icon
34
Walmart Inc
WMT
$892B
$31.2M 0.55%
769,035
+46,446
+6% +$2.14M
MCD icon
35
McDonald's
MCD
$196B
$30.8M 0.54%
124,837
+9,462
+8% +$2.33M
CMCSA icon
36
Comcast
CMCSA
$89.3B
$30.4M 0.53%
775,511
+56,298
+8% +$2.41M
CSCO icon
37
Cisco
CSCO
$476B
$30M 0.53%
704,428
+35,584
+5% +$1.7M
ADBE icon
38
Adobe
ADBE
$103B
$30M 0.53%
81,831
+5,284
+7% +$2.15M
DIS icon
39
Walt Disney
DIS
$182B
$29.6M 0.52%
313,533
+26,452
+9% +$2.94M
BMY icon
40
Bristol-Myers Squibb
BMY
$131B
$28.9M 0.51%
375,610
+16,978
+5% +$1.29M
DHR icon
41
Danaher
DHR
$141B
$28.4M 0.5%
126,519
+13,551
+12% +$3.12M
CRM icon
42
Salesforce
CRM
$153B
$28.2M 0.49%
170,598
+13,930
+9% +$2.46M
INTC icon
43
Intel
INTC
$503B
$25.9M 0.45%
691,161
+51,490
+8% +$2.23M
T icon
44
AT&T
T
$162B
$25.4M 0.45%
1,213,337
-275,743
-19% -$5.5M
WFC icon
45
Wells Fargo
WFC
$265B
$25.3M 0.44%
645,070
+16,330
+3% +$717K
QCOM icon
46
Qualcomm
QCOM
$168B
$24.4M 0.43%
191,399
+13,698
+8% +$1.86M
DUK icon
47
Duke Energy
DUK
$96.6B
$24M 0.42%
223,947
-1,787
-0.8% -$197K
TXN icon
48
Texas Instruments
TXN
$254B
$23.8M 0.42%
155,013
+8,122
+6% +$1.37M
AMGN icon
49
Amgen
AMGN
$219B
$23.4M 0.41%
96,136
+6,437
+7% +$1.58M
UPS icon
50
United Parcel Service
UPS
$87.7B
$22.5M 0.4%
123,355
+8,782
+8% +$1.6M
1
2
3 4 5

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IA
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AT
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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
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GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
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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.