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
+9.95%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.64B
AUM Growth
+$1.04B
(+16%)
Cap. Flow
+$477M
Cap. Flow
% of AUM
6.24%
Top 10 Holdings %
Top 10 Hldgs %
29.21%
Holding
647
New
23
Increased
484
Reduced
92
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$24.4M |
| 2 |
Microsoft
MSFT
|
+$20.3M |
| 3 |
NextEra Energy
NEE
|
+$14.1M |
| 4 |
Tesla
TSLA
|
+$11.7M |
| 5 |
Union Pacific
UNP
|
+$10.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lockheed Martin
LMT
|
+$5.84M |
| 2 |
Boeing
BA
|
+$5.8M |
| 3 |
iShares MSCI India ETF
INDA
|
+$2.76M |
| 4 |
Plug Power
PLUG
|
+$999K |
| 5 |
Newell Brands
NWL
|
+$963K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.64% |
| 2 | Healthcare | 13.15% |
| 3 | Financials | 11.48% |
| 4 | Consumer Discretionary | 11.08% |
| 5 | Communication Services | 8.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Toro Company
TTC
$9.49B
| $2.27M | 0.03% |
22,350
+1,375
| +7% | +$141K |
|
477
Trimble
TRMB
$13.9B
| $2.26M | 0.03% |
42,662
+1,359
| +3% | +$66.5K |
|
478
Domino's
DPZ
$11.6B
| $2.25M | 0.03% |
6,685
+344
| +5% | +$109K |
|
479
Bio-Techne
TECH
$11.3B
| $2.24M | 0.03% |
27,477
+841
| +3% | +$67.6K |
|
|
JNPR
480
DELISTED
Juniper Networks
JNPR
| $2.23M | 0.03% |
71,185
-354
| -0.5% | -$10.9K |
|
481
Snap
SNAP
$9.01B
| $2.21M | 0.03% |
187,015
+2,626
| +1% | +$26.4K |
|
482
Match Group
MTCH
$8.55B
| $2.21M | 0.03% |
52,902
+3,120
| +6% | +$114K |
|
483
Dynatrace
DT
$14.2B
| $2.2M | 0.03% |
42,660
+3,372
| +9% | +$158K |
|
484
Jack Henry & Associates
JKHY
$11.1B
| $2.19M | 0.03% |
13,090
+681
| +5% | +$106K |
|
485
Loews
L
$23.6B
| $2.16M | 0.03% |
36,431
+593
| +2% | +$34.3K |
|
486
Rivian
RIVN
$23.2B
| $2.14M | 0.03% |
128,585
+61,525
| +92% | +$860K |
|
487
Equity Lifestyle Properties
ELS
$12.6B
| $2.13M | 0.03% |
31,806
+617
| +2% | +$41.1K |
|
488
Fox Class A
FOXA
$26.9B
| $2.13M | 0.03% |
62,538
+2,036
| +3% | +$66.6K |
|
489
APA Corp
APA
$13.2B
| $2.12M | 0.03% |
62,157
+953
| +2% | +$33.3K |
|
490
RPM International
RPM
$15B
| $2.07M | 0.03% |
23,015
+491
| +2% | +$40.4K |
|
491
Crown Holdings
CCK
$13.1B
| $2.06M | 0.03% |
23,769
+1,229
| +5% | +$101K |
|
492
Aramark
ARMK
$14.7B
| $2.06M | 0.03% |
66,203
+18,157
| +38% | +$495K |
|
493
Rollins
ROL
$18.2B
| $2.06M | 0.03% |
48,041
+7,955
| +20% | +$323K |
|
494
Lennox International
LII
$15.2B
| $2.06M | 0.03% |
6,308
+333
| +6% | +$94.1K |
|
495
Coinbase
COIN
$40.5B
| $2.05M | 0.03% |
28,635
+5,348
| +23% | +$319K |
|
496
Camden Property Trust
CPT
$11.3B
| $2.05M | 0.03% |
18,789
-28
| -0.1% | -$3.02K |
|
497
Liberty Broadband Class C
LBRDK
$5.15B
| $2.03M | 0.03% |
25,303
| – | – |
|
498
Healthpeak Properties
DOC
$14.8B
| $2.01M | 0.03% |
100,047
+1,836
| +2% | +$38.1K |
|
499
BILL Holdings
BILL
$4.78B
| $2.01M | 0.03% |
17,174
+370
| +2% | +$35.1K |
|
500
Vistra
VST
$47.4B
| $2M | 0.03% |
76,324
-1,806
| -2% | -$44.1K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
NMO
IFM Investors's Q2 2023 Portfolio in Review
As of Q2 2023, IFM Investors held 647 positions worth $7.64B, up 16% from $6.59B the previous quarter. Its ten largest holdings account for 29% of the portfolio.
IFM Investors deployed $477M of net new capital in Q2 2023, opening 23 new positions and adding to 484 existing holdings. Its largest new stake was Builders FirstSource: 26,570 shares worth $3.61M.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 28% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Lockheed Martin, an estimated $5.84M trimmed.
- IFM Investors's largest Q2 2023 buy was Builders FirstSource: 26,570 shares worth $3.61M.
- IFM Investors added most to Apple in Q2 2023, an estimated $24.4M increase.
- IFM Investors's biggest Q2 2023 reduction was Lockheed Martin, cutting an estimated $5.84M.
- IFM Investors fully exited iShares MSCI India ETF in Q2 2023, selling an estimated $2.76M.
- IFM Investors's ten largest holdings make up 29% of its $7.64B portfolio in Q2 2023.
- IFM Investors opened 23 new positions and closed 9 in Q2 2023.
- IFM Investors's portfolio value rose 16% quarter-over-quarter to $7.64B.
Based on IFM Investors's 13F filing for Q2 2023, filed 27 Jul 2023.