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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
RHI icon
526
Robert Half
RHI
$4.37B
$1.48M 0.02%
20,055
– –
DT icon
527
Dynatrace
DT
$14.2B
$1.48M 0.02%
38,575
+2,893
+8% +$105K
AA icon
528
Alcoa
AA
$13.2B
$1.47M 0.02%
32,382
+842
+3% +$36.6K
VFC icon
529
VF Corp
VFC
$5.89B
$1.46M 0.02%
52,878
– –
MTN icon
530
Vail Resorts
MTN
$5.3B
$1.46M 0.02%
6,122
– –
CLF icon
531
Cleveland-Cliffs
CLF
$6.99B
$1.46M 0.02%
90,436
– –
WBS icon
532
Webster Financial
WBS
$12.8B
$1.45M 0.02%
30,721
– –
UGI icon
533
UGI
UGI
$7.33B
$1.43M 0.02%
38,540
– –
ROL icon
534
Rollins
ROL
$18.2B
$1.43M 0.02%
39,076
– –
ERIE icon
535
Erie Indemnity
ERIE
$13.2B
$1.42M 0.02%
5,697
+279
+5% +$71.8K
CG icon
536
Carlyle Group
CG
$17.2B
$1.41M 0.02%
47,385
+5,250
+12% +$150K
GTM
537
ZoomInfo Technologies
GTM
$1.22B
$1.41M 0.02%
46,895
+4,162
+10% +$144K
SBNY
538
DELISTED
Signature Bank
SBNY
$1.41M 0.02%
12,230
+700
+6% +$96.2K
LII icon
539
Lennox International
LII
$15.2B
$1.4M 0.02%
5,865
– –
ARMK icon
540
Aramark
ARMK
$14.7B
$1.4M 0.02%
46,947
– –
EXAS
541
DELISTED
Exact Sciences
EXAS
$1.4M 0.02%
28,242
+2,522
+10% +$103K
ARW icon
542
Arrow Electronics
ARW
$10.4B
$1.37M 0.02%
13,119
– –
DAY
543
DELISTED
Dayforce
DAY
$1.36M 0.02%
21,228
+404
+2% +$25.4K
FBIN icon
544
Fortune Brands Innovations
FBIN
$6.06B
$1.35M 0.02%
23,677
-2,567
-10% -$135K
TXT icon
545
Textron
TXT
$15.4B
$1.35M 0.02%
19,029
+720
+4% +$48.9K
CZR icon
546
Caesars Entertainment
CZR
$6.14B
$1.34M 0.02%
32,196
+402
+1% +$17.9K
AZPN
547
DELISTED
Aspen Technology Inc
AZPN
$1.33M 0.02%
+6,489
New +$1.51M
J icon
548
Jacobs Solutions
J
$17B
$1.32M 0.02%
13,282
– –
XRAY icon
549
Dentsply Sirona
XRAY
$2.43B
$1.32M 0.02%
41,314
+2,894
+8% +$87.2K
WYNN icon
550
Wynn Resorts
WYNN
$10.6B
$1.3M 0.02%
15,775
– –
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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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.