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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
-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
WBS icon
526
Webster Financial
WBS
$12.8B
$1.39M 0.03%
30,721
– –
QRVO icon
527
Qorvo
QRVO
$8.74B
$1.38M 0.03%
17,348
– –
TEVA icon
528
Teva Pharmaceuticals
TEVA
$41.2B
$1.36M 0.02%
168,659
+3,313
+2% +$29.3K
MPT
529
Medical Properties Trust
MPT
$2.81B
$1.36M 0.02%
114,367
+9,500
+9% +$144K
ROL icon
530
Rollins
ROL
$18.2B
$1.35M 0.02%
39,076
– –
HR icon
531
Healthcare Realty
HR
$6.84B
$1.32M 0.02%
+63,534
New +$1.61M
MKTX icon
532
MarketAxess Holdings
MKTX
$5.72B
$1.32M 0.02%
5,939
– –
MTN icon
533
Vail Resorts
MTN
$5.3B
$1.32M 0.02%
6,122
– –
LII icon
534
Lennox International
LII
$15.2B
$1.31M 0.02%
5,865
– –
BBWI icon
535
Bath & Body Works
BBWI
$4.1B
$1.3M 0.02%
39,899
-2,680
-6% -$94.5K
MASI
536
DELISTED
Masimo
MASI
$1.29M 0.02%
9,165
+630
+7% +$92K
BWA icon
537
BorgWarner
BWA
$13.9B
$1.29M 0.02%
46,780
– –
AVLR
538
DELISTED
Avalara, Inc.
AVLR
$1.27M 0.02%
13,805
– –
UGI icon
539
UGI
UGI
$7.33B
$1.25M 0.02%
38,540
– –
DT icon
540
Dynatrace
DT
$14.2B
$1.24M 0.02%
35,682
+1,127
+3% +$43.6K
LEA icon
541
Lear
LEA
$8.18B
$1.23M 0.02%
10,267
– –
CLF icon
542
Cleveland-Cliffs
CLF
$6.99B
$1.22M 0.02%
90,436
– –
KNX icon
543
Knight Transportation
KNX
$11.4B
$1.21M 0.02%
24,813
– –
ARW icon
544
Arrow Electronics
ARW
$10.4B
$1.21M 0.02%
13,119
+110
+0.8% +$12K
ERIE icon
545
Erie Indemnity
ERIE
$13.2B
$1.2M 0.02%
5,418
– –
FBIN icon
546
Fortune Brands Innovations
FBIN
$6.06B
$1.2M 0.02%
26,244
– –
U icon
547
Unity
U
$18.9B
$1.19M 0.02%
37,474
-201
-0.5% -$8.27K
J icon
548
Jacobs Solutions
J
$17B
$1.19M 0.02%
13,282
– –
DAY
549
DELISTED
Dayforce
DAY
$1.16M 0.02%
20,824
-1,183
-5% -$69K
LUMN icon
550
Lumen
LUMN
$6.44B
$1.15M 0.02%
157,394
– –
20 21
22
23 24

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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
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
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Verition Fund Management
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NMO
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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.