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II

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
CCL icon
526
Carnival Corporation Ltd
CCL
$39.7B
$1.64M 0.02%
161,211
+10,523
+7% +$109K
NLY icon
527
Annaly Capital Management
NLY
$17.4B
$1.61M 0.02%
84,507
+858
+1% +$18.1K
AFG icon
528
American Financial Group
AFG
$12.1B
$1.61M 0.02%
13,257
+211
+2% +$27.8K
MASI
529
DELISTED
Masimo
MASI
$1.61M 0.02%
8,713
+178
+2% +$30K
CRL icon
530
Charles River Laboratories
CRL
$12.8B
$1.61M 0.02%
7,953
+34
+0.4% +$7.71K
UHS icon
531
Universal Health Services
UHS
$10.5B
$1.58M 0.02%
12,465
+174
+1% +$24K
OVV icon
532
Ovintiv
OVV
$16.4B
$1.58M 0.02%
43,835
+450
+1% +$19.8K
COIN icon
533
Coinbase
COIN
$40.5B
$1.57M 0.02%
23,287
+382
+2% +$22.9K
FHN icon
534
First Horizon
FHN
$12.1B
$1.55M 0.02%
87,246
+26,006
+42% +$578K
BXP icon
535
Boston Properties
BXP
$11.1B
$1.54M 0.02%
28,525
+472
+2% +$30.8K
WOLF icon
536
Wolfspeed
WOLF
$1.71B
$1.54M 0.02%
23,641
+360
+2% +$26.3K
FNF icon
537
Fidelity National Financial
FNF
$13.5B
$1.53M 0.02%
43,930
+833
+2% +$32.8K
XRAY icon
538
Dentsply Sirona
XRAY
$2.43B
$1.53M 0.02%
39,017
-2,297
-6% -$84.3K
MTN icon
539
Vail Resorts
MTN
$5.3B
$1.53M 0.02%
6,557
+435
+7% +$105K
EXE
540
Expand Energy Corp
EXE
$21.5B
$1.53M 0.02%
20,096
+2,447
+14% +$201K
AZPN
541
DELISTED
Aspen Technology Inc
AZPN
$1.51M 0.02%
6,578
+89
+1% +$18.5K
ROL icon
542
Rollins
ROL
$18.2B
$1.5M 0.02%
40,086
+1,010
+3% +$36.4K
LII icon
543
Lennox International
LII
$15.2B
$1.5M 0.02%
5,975
+110
+2% +$27.8K
AOS icon
544
A.O. Smith
AOS
$8.7B
$1.5M 0.02%
21,703
+471
+2% +$30.6K
BSY icon
545
Bentley Systems
BSY
$10.6B
$1.5M 0.02%
34,784
+642
+2% +$25.5K
TEVA icon
546
Teva Pharmaceuticals
TEVA
$41.2B
$1.49M 0.02%
168,875
+2,041
+1% +$20.2K
BBWI icon
547
Bath & Body Works
BBWI
$4.1B
$1.46M 0.02%
39,854
+703
+2% +$29.4K
TW icon
548
Tradeweb Markets
TW
$21.6B
$1.45M 0.02%
18,325
+2,569
+16% +$186K
HAS icon
549
Hasbro
HAS
$13.2B
$1.45M 0.02%
26,968
+498
+2% +$28.5K
KNX icon
550
Knight Transportation
KNX
$11.4B
$1.44M 0.02%
25,501
+688
+3% +$39.4K
20 21
22
23 24

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IA
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UM
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FCAS
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RFC
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GF
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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.