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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
MRK icon
26
Merck
MRK
$318B
$37.7M 0.68%
437,566
+6,639
+2% +$593K
COST icon
27
Costco
COST
$420B
$35.5M 0.64%
75,148
+1,011
+1% +$526K
UNP icon
28
Union Pacific
UNP
$174B
$35.4M 0.64%
181,909
+399
+0.2% +$88.3K
TMO icon
29
Thermo Fisher Scientific
TMO
$220B
$33.5M 0.61%
66,131
+733
+1% +$410K
WMT icon
30
Walmart Inc
WMT
$890B
$33.4M 0.61%
773,226
+4,191
+0.5% +$184K
DHR icon
31
Danaher
DHR
$144B
$31.3M 0.57%
136,578
+10,059
+8% +$2.46M
AVGO icon
32
Broadcom
AVGO
$2.04T
$31M 0.56%
698,990
+2,830
+0.4% +$145K
DIS icon
33
Walt Disney
DIS
$181B
$29.8M 0.54%
316,426
+2,893
+0.9% +$310K
ABT icon
34
Abbott
ABT
$187B
$29M 0.53%
299,706
+1,797
+0.6% +$192K
MCD icon
35
McDonald's
MCD
$195B
$28.9M 0.53%
125,242
+405
+0.3% +$104K
AMT icon
36
American Tower
AMT
$80.4B
$28.8M 0.52%
134,305
+1,838
+1% +$472K
CSCO icon
37
Cisco
CSCO
$479B
$28.5M 0.52%
712,222
+7,794
+1% +$346K
VZ icon
38
Verizon
VZ
$196B
$27.8M 0.5%
731,055
+8,575
+1% +$382K
BMY icon
39
Bristol-Myers Squibb
BMY
$132B
$26.9M 0.49%
378,808
+3,198
+0.9% +$232K
WFC icon
40
Wells Fargo
WFC
$264B
$26.1M 0.47%
647,768
+2,698
+0.4% +$116K
CRM icon
41
Salesforce
CRM
$158B
$25.1M 0.46%
174,767
+4,169
+2% +$707K
TXN icon
42
Texas Instruments
TXN
$261B
$24.1M 0.44%
155,625
+612
+0.4% +$103K
ADBE icon
43
Adobe
ADBE
$105B
$22.8M 0.41%
82,890
+1,059
+1% +$401K
CMCSA icon
44
Comcast
CMCSA
$90B
$22.7M 0.41%
774,714
-797
-0.1% -$29.8K
COP icon
45
ConocoPhillips
COP
$141B
$22.6M 0.41%
220,492
+1,818
+0.8% +$181K
QCOM icon
46
Qualcomm
QCOM
$176B
$21.9M 0.4%
193,880
+2,481
+1% +$341K
AMGN icon
47
Amgen
AMGN
$222B
$21.6M 0.39%
95,682
-454
-0.5% -$110K
CVS icon
48
CVS Health
CVS
$122B
$21.3M 0.39%
223,558
+2,776
+1% +$275K
LOW icon
49
Lowe's Companies
LOW
$125B
$21.2M 0.39%
113,115
-611
-0.5% -$119K
SO icon
50
Southern Company
SO
$107B
$20.9M 0.38%
308,026
+3,165
+1% +$240K
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
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Verition Fund Management
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NMO
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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.