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II

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
L icon
476
Loews
L
$23.3B
$2.08M 0.03%
35,838
+486
+1% +$28.8K
LBRDK icon
477
Liberty Broadband Class C
LBRDK
$5.18B
$2.07M 0.03%
25,303
+442
+2% +$38.2K
SNAP icon
478
Snap
SNAP
$9.05B
$2.07M 0.03%
184,389
+3,413
+2% +$35.9K
CPB icon
479
Campbell Soup
CPB
$6.69B
$2.06M 0.03%
37,529
+663
+2% +$35.2K
TFX icon
480
Teleflex
TFX
$5.89B
$2.06M 0.03%
8,138
+813
+11% +$197K
FOXA icon
481
Fox Class A
FOXA
$26.6B
$2.06M 0.03%
60,502
-3,301
-5% -$112K
FCNCA icon
482
First Citizens BancShares
FCNCA
$25.4B
$2.06M 0.03%
2,115
+46
+2% +$34.2K
CHRW icon
483
C.H. Robinson
CHRW
$17.3B
$2.06M 0.03%
20,690
+458
+2% +$45.1K
KEY icon
484
KeyCorp
KEY
$24.3B
$2.02M 0.03%
161,532
+8,607
+6% +$145K
EQT icon
485
EQT Corp
EQT
$33.8B
$1.99M 0.03%
62,297
+1,065
+2% +$34.2K
TECH icon
486
Bio-Techne
TECH
$11.2B
$1.98M 0.03%
26,636
+1,916
+8% +$148K
CPT icon
487
Camden Property Trust
CPT
$11B
$1.97M 0.03%
18,817
+2,440
+15% +$278K
HSIC icon
488
Henry Schein
HSIC
$9.82B
$1.97M 0.03%
24,173
+448
+2% +$36.5K
RPM icon
489
RPM International
RPM
$14.8B
$1.96M 0.03%
22,524
+2,368
+12% +$207K
HRL icon
490
Hormel Foods
HRL
$13.6B
$1.94M 0.03%
48,690
+2,825
+6% +$122K
EMN icon
491
Eastman Chemical
EMN
$8.39B
$1.94M 0.03%
22,989
+436
+2% +$37.4K
CTLT
492
DELISTED
CATALENT, INC.
CTLT
$1.91M 0.03%
29,101
+1,490
+5% +$92.1K
MTCH icon
493
Match Group
MTCH
$8.43B
$1.91M 0.03%
49,782
+917
+2% +$40K
PDD icon
494
Pinduoduo
PDD
$132B
$1.9M 0.03%
25,092
+1,637
+7% +$148K
AIZ icon
495
Assurant
AIZ
$14.2B
$1.9M 0.03%
15,851
+185
+1% +$23.1K
ALLY icon
496
Ally Financial
ALLY
$13.3B
$1.9M 0.03%
74,350
+999
+1% +$28.6K
HR icon
497
Healthcare Realty
HR
$6.73B
$1.89M 0.03%
97,920
+1,299
+1% +$26.2K
GL icon
498
Globe Life
GL
$14.2B
$1.89M 0.03%
17,155
+270
+2% +$31.7K
VST icon
499
Vistra
VST
$48.2B
$1.88M 0.03%
78,130
-2,635
-3% -$61.1K
WYNN icon
500
Wynn Resorts
WYNN
$10.6B
$1.87M 0.03%
16,726
+951
+6% +$99.5K
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 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.