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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
+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
PLTR icon
501
Palantir
PLTR
$413B
$1.74M 0.03%
271,238
+12,900
+5% +$97.8K
UHS icon
502
Universal Health Services
UHS
$10.5B
$1.73M 0.03%
12,291
– –
CRL icon
503
Charles River Laboratories
CRL
$12.8B
$1.73M 0.03%
7,919
-178
-2% -$38.9K
TAP icon
504
Molson Coors Class B
TAP
$8.09B
$1.72M 0.03%
33,398
– –
OKTA icon
505
Okta
OKTA
$25.8B
$1.72M 0.03%
25,141
-66
-0.3% -$3.77K
BEN icon
506
Franklin Resources
BEN
$17.2B
$1.71M 0.03%
64,891
– –
DOCU
507
DocuSign
DOCU
$11.5B
$1.7M 0.03%
30,737
– –
TWLO icon
508
Twilio
TWLO
$36.6B
$1.68M 0.03%
34,338
+6,412
+23% +$365K
ENTG icon
509
Entegris
ENTG
$23.2B
$1.67M 0.03%
25,459
+1,759
+7% +$130K
EXE
510
Expand Energy Corp
EXE
$21.5B
$1.67M 0.03%
+17,649
New +$1.75M
MKTX icon
511
MarketAxess Holdings
MKTX
$5.72B
$1.66M 0.03%
5,939
– –
BBWI icon
512
Bath & Body Works
BBWI
$4.1B
$1.65M 0.03%
39,151
-748
-2% -$27.9K
FNF icon
513
Fidelity National Financial
FNF
$13.5B
$1.62M 0.03%
43,097
-1,724
-4% -$64.7K
SNAP icon
514
Snap
SNAP
$9.01B
$1.62M 0.03%
180,976
– –
HAS icon
515
Hasbro
HAS
$13.2B
$1.61M 0.03%
26,470
+5,511
+26% +$344K
WOLF icon
516
Wolfspeed
WOLF
$1.71B
$1.61M 0.03%
+23,281
New +$2.06M
KMX icon
517
CarMax
KMX
$8.26B
$1.59M 0.03%
26,159
+1,300
+5% +$83.5K
QRVO icon
518
Qorvo
QRVO
$8.74B
$1.57M 0.03%
17,348
– –
FCNCA icon
519
First Citizens BancShares
FCNCA
$25.3B
$1.57M 0.03%
2,069
– –
ZS icon
520
Zscaler
ZS
$27.3B
$1.57M 0.03%
14,017
+185
+1% +$25.1K
TEVA icon
521
Teva Pharmaceuticals
TEVA
$41.2B
$1.52M 0.03%
166,834
-1,825
-1% -$15.9K
BIO icon
522
Bio-Rad Laboratories Class A
BIO
$9.42B
$1.51M 0.03%
3,597
– –
WHR icon
523
Whirlpool
WHR
$2.82B
$1.5M 0.03%
10,616
+171
+2% +$24.3K
FHN icon
524
First Horizon
FHN
$12.1B
$1.5M 0.03%
+61,240
New +$1.48M
BKI
525
DELISTED
Black Knight, Inc. Common Stock
BKI
$1.5M 0.03%
24,218
– –
19 20
21
22 23

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IA
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AT
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UM
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FCAS
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RFC
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GF
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NMO
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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.