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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
+9.95%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.64B
AUM Growth
+$1.04B
(+16%)
Cap. Flow
+$477M
Cap. Flow
% of AUM
6.24%
Top 10 Holdings %
Top 10 Hldgs %
29.21%
Holding
647
New
23
Increased
484
Reduced
92
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$24.4M |
| 2 |
Microsoft
MSFT
|
+$20.3M |
| 3 |
NextEra Energy
NEE
|
+$14.1M |
| 4 |
Tesla
TSLA
|
+$11.7M |
| 5 |
Union Pacific
UNP
|
+$10.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lockheed Martin
LMT
|
+$5.84M |
| 2 |
Boeing
BA
|
+$5.8M |
| 3 |
iShares MSCI India ETF
INDA
|
+$2.76M |
| 4 |
Plug Power
PLUG
|
+$999K |
| 5 |
Newell Brands
NWL
|
+$963K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.64% |
| 2 | Healthcare | 13.15% |
| 3 | Financials | 11.48% |
| 4 | Consumer Discretionary | 11.08% |
| 5 | Communication Services | 8.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Unity
U
$18.9B
| $1.75M | 0.02% |
40,246
-1,580
| -4% | -$50.6K |
|
527
United Therapeutics
UTHR
$23.1B
| $1.74M | 0.02% |
7,884
+151
| +2% | +$33.4K |
|
528
Pinduoduo
PDD
$131B
| $1.73M | 0.02% |
25,064
-28
| -0.1% | -$1.92K |
|
529
Hasbro
HAS
$13.2B
| $1.73M | 0.02% |
26,653
-315
| -1% | -$18.4K |
|
530
Charles River Laboratories
CRL
$12.8B
| $1.72M | 0.02% |
8,166
+213
| +3% | +$42.4K |
|
|
EXE
531
Expand Energy Corp
EXE
$21.5B
| $1.71M | 0.02% |
20,383
+287
| +1% | +$22.9K |
|
|
DAY
532
DELISTED
Dayforce
DAY
| $1.7M | 0.02% |
25,426
+2,858
| +13% | +$184K |
|
533
Fidelity National Financial
FNF
$13.5B
| $1.69M | 0.02% |
46,978
+3,048
| +7% | +$106K |
|
534
Generac Holdings
GNRC
$12.5B
| $1.69M | 0.02% |
11,338
+855
| +8% | +$97.5K |
|
|
WRK
535
DELISTED
WestRock Company
WRK
| $1.69M | 0.02% |
58,079
+4,046
| +7% | +$117K |
|
536
Boston Properties
BXP
$11.1B
| $1.68M | 0.02% |
29,253
+728
| +3% | +$37.9K |
|
537
Tradeweb Markets
TW
$21.6B
| $1.67M | 0.02% |
24,456
+6,131
| +33% | +$434K |
|
538
MarketAxess Holdings
MKTX
$5.72B
| $1.67M | 0.02% |
6,401
-96
| -1% | -$28.6K |
|
539
Neurocrine Biosciences
NBIX
$16.6B
| $1.67M | 0.02% |
17,722
-14
| -0.1% | -$1.37K |
|
540
Ovintiv
OVV
$16.4B
| $1.67M | 0.02% |
43,835
| – | – |
|
541
Cognex
CGNX
$11.3B
| $1.67M | 0.02% |
29,768
+3,068
| +11% | +$159K |
|
542
Whirlpool
WHR
$2.82B
| $1.65M | 0.02% |
11,076
+269
| +2% | +$36.9K |
|
543
Ally Financial
ALLY
$13.3B
| $1.65M | 0.02% |
60,981
-13,369
| -18% | -$356K |
|
544
News Corp Class A
NWSA
$15.4B
| $1.64M | 0.02% |
84,134
+26,450
| +46% | +$480K |
|
545
Campbell Soup
CPB
$6.87B
| $1.63M | 0.02% |
35,596
-1,933
| -5% | -$99.7K |
|
|
PARA
546
DELISTED
Paramount Global Class B
PARA
| $1.62M | 0.02% |
101,562
-6,452
| -6% | -$117K |
|
547
American Financial Group
AFG
$12.1B
| $1.61M | 0.02% |
13,562
+305
| +2% | +$36K |
|
|
BKI
548
DELISTED
Black Knight, Inc. Common Stock
BKI
| $1.59M | 0.02% |
26,577
+1,789
| +7% | +$100K |
|
549
Bath & Body Works
BBWI
$4.1B
| $1.59M | 0.02% |
42,322
+2,468
| +6% | +$90.2K |
|
550
Carlyle Group
CG
$17.2B
| $1.58M | 0.02% |
49,531
+3,509
| +8% | +$103K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
NMO
IFM Investors's Q2 2023 Portfolio in Review
As of Q2 2023, IFM Investors held 647 positions worth $7.64B, up 16% from $6.59B the previous quarter. Its ten largest holdings account for 29% of the portfolio.
IFM Investors deployed $477M of net new capital in Q2 2023, opening 23 new positions and adding to 484 existing holdings. Its largest new stake was Builders FirstSource: 26,570 shares worth $3.61M.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 28% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Lockheed Martin, an estimated $5.84M trimmed.
- IFM Investors's largest Q2 2023 buy was Builders FirstSource: 26,570 shares worth $3.61M.
- IFM Investors added most to Apple in Q2 2023, an estimated $24.4M increase.
- IFM Investors's biggest Q2 2023 reduction was Lockheed Martin, cutting an estimated $5.84M.
- IFM Investors fully exited iShares MSCI India ETF in Q2 2023, selling an estimated $2.76M.
- IFM Investors's ten largest holdings make up 29% of its $7.64B portfolio in Q2 2023.
- IFM Investors opened 23 new positions and closed 9 in Q2 2023.
- IFM Investors's portfolio value rose 16% quarter-over-quarter to $7.64B.
Based on IFM Investors's 13F filing for Q2 2023, filed 27 Jul 2023.