We are live on ! Find out more
II

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
WDC icon
476
Western Digital
WDC
$151B
$1.89M 0.03%
79,436
+3,989
+5% +$105K
BAH icon
477
Booz Allen Hamilton
BAH
$9.37B
$1.89M 0.03%
18,103
+5,837
+48% +$607K
NET icon
478
Cloudflare
NET
$111B
$1.89M 0.03%
41,810
-710
-2% -$35.1K
VST icon
479
Vistra
VST
$48.2B
$1.87M 0.03%
80,765
+2,986
+4% +$69.1K
SSNC icon
480
SS&C Technologies
SSNC
$18.7B
$1.87M 0.03%
35,966
– –
WRK
481
DELISTED
WestRock Company
WRK
$1.87M 0.03%
53,181
+1,422
+3% +$49.6K
DASH icon
482
DoorDash
DASH
$90.9B
$1.87M 0.03%
38,286
+2,435
+7% +$126K
ARES icon
483
Ares Management
ARES
$31B
$1.87M 0.03%
+27,308
New +$1.97M
HR icon
484
Healthcare Realty
HR
$6.73B
$1.86M 0.03%
96,621
+33,087
+52% +$650K
CHRW icon
485
C.H. Robinson
CHRW
$17.3B
$1.85M 0.03%
20,232
– –
RBLX icon
486
Roblox
RBLX
$26.5B
$1.84M 0.03%
64,797
– –
EMN icon
487
Eastman Chemical
EMN
$8.39B
$1.84M 0.03%
22,553
– –
CPT icon
488
Camden Property Trust
CPT
$11B
$1.83M 0.03%
16,377
– –
POOL icon
489
Pool Corp
POOL
$7.27B
$1.83M 0.03%
6,052
– –
TFX icon
490
Teleflex
TFX
$5.89B
$1.83M 0.03%
7,325
– –
REG icon
491
Regency Centers
REG
$13.9B
$1.82M 0.03%
29,129
– –
BWA icon
492
BorgWarner
BWA
$14.1B
$1.82M 0.03%
51,320
+4,540
+10% +$154K
CCK icon
493
Crown Holdings
CCK
$13.1B
$1.82M 0.03%
22,080
– –
BILL icon
494
BILL Holdings
BILL
$4.91B
$1.8M 0.03%
16,513
– –
PCTY icon
495
Paylocity
PCTY
$7.73B
$1.8M 0.03%
+9,246
New +$1.99M
ALLY icon
496
Ally Financial
ALLY
$13.3B
$1.79M 0.03%
73,351
+15,382
+27% +$409K
PARA
497
DELISTED
Paramount Global Class B
PARA
$1.79M 0.03%
106,244
– –
AFG icon
498
American Financial Group
AFG
$11.9B
$1.79M 0.03%
13,046
– –
RGEN icon
499
Repligen
RGEN
$9.21B
$1.78M 0.03%
+10,499
New +$1.9M
NLY icon
500
Annaly Capital Management
NLY
$17.3B
$1.76M 0.03%
83,649
+2,505
+3% +$49.3K
18 19
20
21 22

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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.