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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
-14.86%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$5.7B
AUM Growth
-$744M
Cap. Flow
+$374M
Cap. Flow %
6.56%
Top 10 Hldgs %
25.68%
Holding
660
New
15
Increased
427
Reduced
79
Closed
16

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$24.2M
2
MSFT icon
Microsoft
MSFT
+$20.1M
3
AMZN icon
Amazon
AMZN
+$12.5M
4
TSLA icon
Tesla
TSLA
+$10.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.59M

Top Sells

Rank Stock Value
1
T icon
AT&T
T
+$5.5M
2
CERN
Cerner Corp
CERN
+$4.14M
3
AGNC icon
AGNC Investment
AGNC
+$1.44M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$1.28M
5
UNP icon
Union Pacific
UNP
+$1.19M

Sector Composition

Rank Sector Weight
1 Technology 24.82%
2 Healthcare 14.68%
3 Financials 12.31%
4 Consumer Discretionary 10.45%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NDSN icon
501
Nordson
NDSN
$17.3B
$1.66M 0.03%
8,195
– –
CPB icon
502
Campbell Soup
CPB
$6.87B
$1.66M 0.03%
34,452
+166
+0.5% +$7.82K
LNC icon
503
Lincoln National
LNC
$8.81B
$1.65M 0.03%
35,329
-1,428
-4% -$81.4K
QRVO icon
504
Qorvo
QRVO
$8.74B
$1.64M 0.03%
17,348
– –
GL icon
505
Globe Life
GL
$14.3B
$1.63M 0.03%
16,766
– –
CRL icon
506
Charles River Laboratories
CRL
$12.8B
$1.62M 0.03%
7,578
– –
WHR icon
507
Whirlpool
WHR
$2.82B
$1.62M 0.03%
10,445
+1,220
+13% +$212K
MPT
508
Medical Properties Trust
MPT
$2.81B
$1.6M 0.03%
104,867
+1,151
+1% +$20.7K
FNF icon
509
Fidelity National Financial
FNF
$13.5B
$1.59M 0.03%
44,821
– –
RPM icon
510
RPM International
RPM
$15B
$1.59M 0.03%
20,156
+88
+0.4% +$7.39K
BKI
511
DELISTED
Black Knight, Inc. Common Stock
BKI
$1.58M 0.03%
24,218
– –
MKTX icon
512
MarketAxess Holdings
MKTX
$5.72B
$1.52M 0.03%
5,939
– –
BEN icon
513
Franklin Resources
BEN
$17.2B
$1.51M 0.03%
64,891
+14,122
+28% +$361K
RHI icon
514
Robert Half
RHI
$4.37B
$1.5M 0.03%
20,055
+1,432
+8% +$136K
PINS icon
515
Pinterest
PINS
$13.4B
$1.5M 0.03%
82,648
– –
ROKU icon
516
Roku
ROKU
$22.7B
$1.49M 0.03%
18,136
– –
UGI icon
517
UGI
UGI
$7.33B
$1.49M 0.03%
38,540
+3,507
+10% +$136K
NRG icon
518
NRG Energy
NRG
$24.8B
$1.47M 0.03%
38,387
– –
ARW icon
519
Arrow Electronics
ARW
$10.4B
$1.46M 0.03%
13,009
+479
+4% +$55.9K
ZEN
520
DELISTED
ZENDESK INC
ZEN
$1.46M 0.03%
19,673
– –
HEI icon
521
HEICO Corp
HEI
$51.4B
$1.45M 0.03%
11,047
+4,558
+70% +$642K
AA icon
522
Alcoa
AA
$13.2B
$1.44M 0.03%
+31,540
New +$2.05M
ETSY icon
523
Etsy
ETSY
$7.85B
$1.42M 0.02%
19,417
– –
GTM
524
ZoomInfo Technologies
GTM
$1.22B
$1.42M 0.02%
42,733
+2,373
+6% +$105K
J icon
525
Jacobs Solutions
J
$17B
$1.4M 0.02%
13,282
– –
19 20
21
22 23

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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
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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
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IFM Investors's Q2 2022 Portfolio in Review

As of Q2 2022, IFM Investors held 660 positions worth $5.7B, down 12% from $6.44B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

IFM Investors deployed $374M of net new capital in Q2 2022, opening 15 new positions and adding to 427 existing holdings. Its largest new stake was Marathon Oil Corporation: 119,893 shares worth $2.69M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was AT&T, an estimated $5.5M trimmed.

  • IFM Investors's largest Q2 2022 buy was Marathon Oil Corporation: 119,893 shares worth $2.69M.
  • IFM Investors added most to Apple in Q2 2022, an estimated $24.2M increase.
  • IFM Investors's biggest Q2 2022 reduction was AT&T, cutting an estimated $5.5M.
  • IFM Investors fully exited Cerner Corp in Q2 2022, selling an estimated $4.14M.
  • IFM Investors's ten largest holdings make up 26% of its $5.7B portfolio in Q2 2022.
  • IFM Investors opened 15 new positions and closed 16 in Q2 2022.
  • IFM Investors's portfolio value fell 12% quarter-over-quarter to $5.7B.

Based on IFM Investors's 13F filing for Q2 2022, filed 15 Jul 2022.