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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
AVGO icon
26
Broadcom
AVGO
$2.04T
$40.1M 0.67%
717,810
+18,820
+3% +$944K
TMO icon
27
Thermo Fisher Scientific
TMO
$220B
$38.5M 0.65%
69,963
+3,832
+6% +$2.03M
NEE icon
28
NextEra Energy
NEE
$177B
$37.9M 0.64%
453,885
-114,859
-20% -$9.28M
WMT icon
29
Walmart Inc
WMT
$890B
$36.8M 0.62%
778,143
+4,917
+0.6% +$234K
CSCO icon
30
Cisco
CSCO
$479B
$35.6M 0.6%
748,298
+36,076
+5% +$1.64M
COST icon
31
Costco
COST
$420B
$35.1M 0.59%
76,851
+1,703
+2% +$832K
DHR icon
32
Danaher
DHR
$144B
$34.3M 0.58%
145,908
+9,330
+7% +$2.16M
ABT icon
33
Abbott
ABT
$187B
$34.2M 0.57%
311,691
+11,985
+4% +$1.24M
MCD icon
34
McDonald's
MCD
$195B
$33.2M 0.56%
125,942
+700
+0.6% +$185K
ADBE icon
35
Adobe
ADBE
$105B
$29.6M 0.5%
87,954
+5,064
+6% +$1.62M
VZ icon
36
Verizon
VZ
$196B
$29.5M 0.5%
749,079
+18,024
+2% +$679K
BMY icon
37
Bristol-Myers Squibb
BMY
$132B
$29.5M 0.5%
409,731
+30,923
+8% +$2.33M
TXN icon
38
Texas Instruments
TXN
$261B
$28.6M 0.48%
173,236
+17,611
+11% +$2.94M
UNP icon
39
Union Pacific
UNP
$174B
$28.5M 0.48%
137,679
-44,230
-24% -$9.07M
CMCSA icon
40
Comcast
CMCSA
$90B
$28.4M 0.48%
812,674
+37,960
+5% +$1.26M
DIS icon
41
Walt Disney
DIS
$181B
$28.3M 0.47%
325,166
+8,740
+3% +$836K
COP icon
42
ConocoPhillips
COP
$141B
$27.9M 0.47%
236,512
+16,020
+7% +$1.95M
WFC icon
43
Wells Fargo
WFC
$264B
$26.9M 0.45%
650,868
+3,100
+0.5% +$137K
NKE icon
44
Nike
NKE
$61.9B
$25.6M 0.43%
218,543
+1,443
+0.7% +$145K
AMGN icon
45
Amgen
AMGN
$222B
$25.1M 0.42%
95,755
+73
+0.1% +$19.6K
CRM icon
46
Salesforce
CRM
$158B
$24.3M 0.41%
183,109
+8,342
+5% +$1.22M
T icon
47
AT&T
T
$163B
$23.3M 0.39%
1,264,683
+36,414
+3% +$652K
NFLX icon
48
Netflix
NFLX
$309B
$23.3M 0.39%
788,630
+17,610
+2% +$494K
ORCL icon
49
Oracle
ORCL
$423B
$23.2M 0.39%
283,699
+1,845
+0.7% +$140K
LOW icon
50
Lowe's Companies
LOW
$125B
$23.1M 0.39%
116,060
+2,945
+3% +$589K
1
2
3 4 5

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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.