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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
TMO icon
26
Thermo Fisher Scientific
TMO
$220B
$41.7M 0.63%
72,299
+2,336
+3% +$1.32M
CSCO icon
27
Cisco
CSCO
$479B
$40.3M 0.61%
770,715
+22,417
+3% +$1.09M
COST icon
28
Costco
COST
$420B
$39.4M 0.6%
79,240
+2,389
+3% +$1.17M
WMT icon
29
Walmart Inc
WMT
$890B
$39.3M 0.6%
799,038
+20,895
+3% +$992K
BAC icon
30
Bank of America
BAC
$442B
$37.7M 0.57%
1,317,489
+36,483
+3% +$1.2M
CRM icon
31
Salesforce
CRM
$158B
$37.5M 0.57%
187,911
+4,802
+3% +$811K
MCD icon
32
McDonald's
MCD
$195B
$36.3M 0.55%
129,678
+3,736
+3% +$1M
NEE icon
33
NextEra Energy
NEE
$177B
$35.9M 0.54%
465,332
+11,447
+3% +$880K
ADBE icon
34
Adobe
ADBE
$105B
$34.6M 0.53%
89,901
+1,947
+2% +$692K
DIS icon
35
Walt Disney
DIS
$181B
$33.7M 0.51%
336,260
+11,094
+3% +$1.12M
DHR icon
36
Danaher
DHR
$144B
$33.6M 0.51%
150,388
+4,480
+3% +$1.02M
TXN icon
37
Texas Instruments
TXN
$261B
$33.1M 0.5%
177,719
+4,483
+3% +$788K
ABT icon
38
Abbott
ABT
$187B
$32.5M 0.49%
320,565
+8,874
+3% +$937K
CMCSA icon
39
Comcast
CMCSA
$90B
$31.3M 0.47%
825,242
+12,568
+2% +$475K
VZ icon
40
Verizon
VZ
$196B
$29.9M 0.45%
769,718
+20,639
+3% +$814K
AMD icon
41
Advanced Micro Devices
AMD
$789B
$29.7M 0.45%
303,486
+8,389
+3% +$683K
BMY icon
42
Bristol-Myers Squibb
BMY
$132B
$29.1M 0.44%
420,026
+10,295
+3% +$726K
UNP icon
43
Union Pacific
UNP
$174B
$28.1M 0.43%
139,571
+1,892
+1% +$383K
NFLX icon
44
Netflix
NFLX
$309B
$28M 0.42%
809,080
+20,450
+3% +$677K
NKE icon
45
Nike
NKE
$61.9B
$27.7M 0.42%
225,467
+6,924
+3% +$851K
ORCL icon
46
Oracle
ORCL
$423B
$27.4M 0.42%
295,209
+11,510
+4% +$1.01M
QCOM icon
47
Qualcomm
QCOM
$176B
$27.2M 0.41%
213,415
+7,133
+3% +$887K
WFC icon
48
Wells Fargo
WFC
$264B
$25.1M 0.38%
670,596
+19,728
+3% +$860K
UPS icon
49
United Parcel Service
UPS
$88.9B
$25M 0.38%
128,807
+3,769
+3% +$691K
T icon
50
AT&T
T
$163B
$24.9M 0.38%
1,293,137
+28,454
+2% +$544K
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
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
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NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.