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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
+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
JKHY icon
501
Jack Henry & Associates
JKHY
$11.1B
$1.87M 0.03%
12,409
+306
+3% +$51.1K
PCTY icon
502
Paylocity
PCTY
$7.98B
$1.86M 0.03%
9,381
+135
+1% +$26.6K
CCK icon
503
Crown Holdings
CCK
$13.1B
$1.86M 0.03%
22,540
+460
+2% +$38.9K
NDSN icon
504
Nordson
NDSN
$17.3B
$1.86M 0.03%
8,364
+169
+2% +$38.7K
TPL icon
505
Texas Pacific Land
TPL
$23.5B
$1.85M 0.03%
9,792
+216
+2% +$45K
REG icon
506
Regency Centers
REG
$14.1B
$1.82M 0.03%
29,671
+542
+2% +$34.1K
BIO icon
507
Bio-Rad Laboratories Class A
BIO
$9.42B
$1.81M 0.03%
3,777
+180
+5% +$84.3K
BAH icon
508
Booz Allen Hamilton
BAH
$9.15B
$1.81M 0.03%
19,513
+1,410
+8% +$134K
NBIX icon
509
Neurocrine Biosciences
NBIX
$16.6B
$1.8M 0.03%
17,736
+1,400
+9% +$146K
QRVO icon
510
Qorvo
QRVO
$8.74B
$1.79M 0.03%
17,656
+308
+2% +$31.2K
RGEN icon
511
Repligen
RGEN
$9.25B
$1.79M 0.03%
10,607
+108
+1% +$19.3K
BEN icon
512
Franklin Resources
BEN
$17.2B
$1.77M 0.03%
65,738
+847
+1% +$24.7K
TAP icon
513
Molson Coors Class B
TAP
$8.09B
$1.76M 0.03%
34,151
+753
+2% +$39K
AAP icon
514
Advance Auto Parts
AAP
$3.49B
$1.76M 0.03%
14,468
+212
+1% +$29.7K
ZS icon
515
Zscaler
ZS
$27.3B
$1.74M 0.03%
14,863
+846
+6% +$101K
UTHR icon
516
United Therapeutics
UTHR
$23.1B
$1.73M 0.03%
+7,733
New +$1.91M
Z icon
517
Zillow
Z
$7.56B
$1.73M 0.03%
38,798
+428
+1% +$18.2K
KMX icon
518
CarMax
KMX
$8.26B
$1.71M 0.03%
26,666
+507
+2% +$33.9K
ARW icon
519
Arrow Electronics
ARW
$10.4B
$1.7M 0.03%
13,603
+484
+4% +$57.4K
CLF icon
520
Cleveland-Cliffs
CLF
$6.99B
$1.69M 0.03%
92,009
+1,573
+2% +$31.2K
CZR icon
521
Caesars Entertainment
CZR
$6.14B
$1.69M 0.03%
34,526
+2,330
+7% +$114K
DT icon
522
Dynatrace
DT
$14.2B
$1.66M 0.03%
39,288
+713
+2% +$28.9K
DAY
523
DELISTED
Dayforce
DAY
$1.65M 0.03%
22,568
+1,340
+6% +$95.1K
RHI icon
524
Robert Half
RHI
$4.37B
$1.65M 0.03%
20,507
+452
+2% +$35.9K
WRK
525
DELISTED
WestRock Company
WRK
$1.65M 0.03%
54,033
+852
+2% +$28.1K
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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Verition Fund Management
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NMO
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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.