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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
CLF icon
526
Cleveland-Cliffs
CLF
$6.99B
$1.39M 0.02%
+90,436
New +$2.16M
U icon
527
Unity
U
$18.9B
$1.39M 0.02%
37,675
+29,877
+383% +$1.7M
BWA icon
528
BorgWarner
BWA
$13.9B
$1.37M 0.02%
46,780
– –
BURL icon
529
Burlington
BURL
$23.2B
$1.37M 0.02%
10,039
– –
ROL icon
530
Rollins
ROL
$18.2B
$1.36M 0.02%
39,076
– –
DT icon
531
Dynatrace
DT
$14.2B
$1.36M 0.02%
34,555
– –
FCNCA icon
532
First Citizens BancShares
FCNCA
$25.3B
$1.35M 0.02%
2,069
– –
XRAY icon
533
Dentsply Sirona
XRAY
$2.43B
$1.35M 0.02%
37,709
+2,972
+9% +$120K
FBIN icon
534
Fortune Brands Innovations
FBIN
$6.06B
$1.34M 0.02%
26,244
– –
MTN icon
535
Vail Resorts
MTN
$5.3B
$1.33M 0.02%
6,122
– –
SEE
536
DELISTED
Sealed Air
SEE
$1.3M 0.02%
22,545
-1,913
-8% -$121K
WBS icon
537
Webster Financial
WBS
$12.8B
$1.29M 0.02%
30,721
– –
MHK icon
538
Mohawk Industries
MHK
$9.22B
$1.29M 0.02%
10,430
-89
-0.8% -$11.8K
LEA icon
539
Lear
LEA
$8.18B
$1.29M 0.02%
10,267
– –
WU icon
540
Western Union
WU
$2.21B
$1.29M 0.02%
78,188
– –
HEI.A icon
541
HEICO Corp Class A
HEI.A
$37.2B
$1.28M 0.02%
12,148
– –
NWL icon
542
Newell Brands
NWL
$2.56B
$1.27M 0.02%
66,841
– –
PLUG icon
543
Plug Power
PLUG
$3.04B
$1.26M 0.02%
76,132
– –
NIO icon
544
NIO
NIO
$11.9B
$1.25M 0.02%
57,645
– –
AOS icon
545
A.O. Smith
AOS
$8.7B
$1.25M 0.02%
22,782
– –
TEVA icon
546
Teva Pharmaceuticals
TEVA
$41.2B
$1.24M 0.02%
165,346
– –
UHS icon
547
Universal Health Services
UHS
$10.5B
$1.24M 0.02%
12,291
+978
+9% +$122K
CZR icon
548
Caesars Entertainment
CZR
$6.14B
$1.22M 0.02%
31,794
– –
LII icon
549
Lennox International
LII
$15.2B
$1.21M 0.02%
5,865
– –
ELAN icon
550
Elanco Animal Health
ELAN
$11.1B
$1.2M 0.02%
61,294
– –
20 21
22
23 24

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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 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.