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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
COIN icon
476
Coinbase
COIN
$39.2B
$1.77M 0.03%
27,509
+5,380
+24% +$376K
DASH icon
477
DoorDash
DASH
$90.9B
$1.77M 0.03%
35,851
– –
L icon
478
Loews
L
$23.3B
$1.76M 0.03%
35,352
– –
TECH icon
479
Bio-Techne
TECH
$11.2B
$1.75M 0.03%
24,720
– –
PLUG icon
480
Plug Power
PLUG
$2.94B
$1.75M 0.03%
83,496
+7,364
+10% +$176K
JNPR
481
DELISTED
Juniper Networks
JNPR
$1.75M 0.03%
67,125
– –
IPG
482
DELISTED
Interpublic Group of Companies
IPG
$1.74M 0.03%
68,043
+864
+1% +$24.5K
SBNY
483
DELISTED
Signature Bank
SBNY
$1.74M 0.03%
11,530
+436
+4% +$79.2K
NDSN icon
484
Nordson
NDSN
$17.2B
$1.74M 0.03%
8,195
– –
EG icon
485
Everest Group
EG
$14.2B
$1.74M 0.03%
6,623
– –
SSNC icon
486
SS&C Technologies
SSNC
$18.7B
$1.72M 0.03%
35,966
– –
ELS icon
487
Equity Lifestyle Properties
ELS
$12.5B
$1.72M 0.03%
27,306
+1,775
+7% +$128K
CE icon
488
Celanese
CE
$4.88B
$1.71M 0.03%
18,964
– –
GL icon
489
Globe Life
GL
$14.2B
$1.68M 0.03%
16,885
+119
+0.7% +$11.9K
RPM icon
490
RPM International
RPM
$14.8B
$1.68M 0.03%
20,156
– –
AAP icon
491
Advance Auto Parts
AAP
$3.36B
$1.67M 0.03%
10,665
-250
-2% -$45.7K
FCNCA icon
492
First Citizens BancShares
FCNCA
$25.4B
$1.65M 0.03%
2,069
– –
DOCU
493
DocuSign
DOCU
$11.4B
$1.64M 0.03%
30,737
-672
-2% -$42.1K
KMX icon
494
CarMax
KMX
$8.34B
$1.64M 0.03%
24,859
– –
VST icon
495
Vistra
VST
$48.2B
$1.63M 0.03%
77,779
– –
CPB icon
496
Campbell Soup
CPB
$6.69B
$1.62M 0.03%
34,452
– –
ALLY icon
497
Ally Financial
ALLY
$13.3B
$1.61M 0.03%
57,969
– –
AFG icon
498
American Financial Group
AFG
$11.9B
$1.6M 0.03%
13,046
– –
TAP icon
499
Molson Coors Class B
TAP
$7.93B
$1.6M 0.03%
33,398
– –
EMN icon
500
Eastman Chemical
EMN
$8.39B
$1.6M 0.03%
22,553
– –
18 19
20
21 22

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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
GF
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Verition Fund Management
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NMO
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BGC
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Edgewood Management
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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.