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
-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
WRK
501
DELISTED
WestRock Company
WRK
$1.6M 0.03%
51,759
+2,667
+5% +$105K
PHM icon
502
Pultegroup
PHM
$25.3B
$1.6M 0.03%
42,624
+599
+1% +$25.2K
CRL icon
503
Charles River Laboratories
CRL
$12.8B
$1.59M 0.03%
8,097
+519
+7% +$112K
VFC icon
504
VF Corp
VFC
$5.89B
$1.58M 0.03%
52,878
– –
FFIV icon
505
F5
FFIV
$22.7B
$1.58M 0.03%
10,925
– –
AIZ icon
506
Assurant
AIZ
$14.3B
$1.58M 0.03%
10,870
– –
REG icon
507
Regency Centers
REG
$14.1B
$1.57M 0.03%
29,129
-689
-2% -$42.1K
BKI
508
DELISTED
Black Knight, Inc. Common Stock
BKI
$1.57M 0.03%
24,218
– –
FNF icon
509
Fidelity National Financial
FNF
$13.5B
$1.56M 0.03%
44,821
– –
HSIC icon
510
Henry Schein
HSIC
$9.82B
$1.56M 0.03%
23,725
+847
+4% +$62.9K
LNC icon
511
Lincoln National
LNC
$8.81B
$1.55M 0.03%
35,329
– –
RHI icon
512
Robert Half
RHI
$4.37B
$1.53M 0.03%
20,055
– –
ZEN
513
DELISTED
ZENDESK INC
ZEN
$1.52M 0.03%
20,009
+336
+2% +$25.5K
BIO icon
514
Bio-Rad Laboratories Class A
BIO
$9.42B
$1.5M 0.03%
3,597
– –
HEI icon
515
HEICO Corp
HEI
$51.4B
$1.48M 0.03%
10,262
-785
-7% -$118K
TFX icon
516
Teleflex
TFX
$5.98B
$1.48M 0.03%
7,325
– –
NRG icon
517
NRG Energy
NRG
$24.8B
$1.47M 0.03%
38,387
– –
PDD icon
518
Pinduoduo
PDD
$131B
$1.47M 0.03%
23,455
+4,245
+22% +$247K
OKTA icon
519
Okta
OKTA
$25.8B
$1.43M 0.03%
25,207
– –
HAS icon
520
Hasbro
HAS
$13.2B
$1.41M 0.03%
20,959
– –
BURL icon
521
Burlington
BURL
$23.2B
$1.41M 0.03%
12,602
+2,563
+26% +$373K
WHR icon
522
Whirlpool
WHR
$2.82B
$1.41M 0.03%
10,445
– –
BEN icon
523
Franklin Resources
BEN
$17.2B
$1.4M 0.03%
64,891
– –
HEI.A icon
524
HEICO Corp Class A
HEI.A
$37.2B
$1.39M 0.03%
12,148
– –
NLY icon
525
Annaly Capital Management
NLY
$17.4B
$1.39M 0.03%
81,144
+7,763
+11% +$196K
19 20
21
22 23

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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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
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

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.