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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
PDD icon
551
Pinduoduo
PDD
$131B
$1.19M 0.02%
19,210
– –
CABO icon
552
Cable One
CABO
$212M
$1.18M 0.02%
915
+89
+11% +$113K
LDOS icon
553
Leidos
LDOS
$17.3B
$1.18M 0.02%
11,669
+1,322
+13% +$137K
DBX icon
554
Dropbox
DBX
$8.12B
$1.16M 0.02%
55,169
– –
KNX icon
555
Knight Transportation
KNX
$11.4B
$1.15M 0.02%
24,813
– –
BBWI icon
556
Bath & Body Works
BBWI
$4.1B
$1.15M 0.02%
42,579
+4,428
+12% +$192K
TXT icon
557
Textron
TXT
$15.4B
$1.12M 0.02%
18,309
– –
MASI
558
DELISTED
Masimo
MASI
$1.11M 0.02%
8,535
+992
+13% +$133K
SIRI icon
559
SiriusXM
SIRI
$10.1B
$1.11M 0.02%
18,085
+2,097
+13% +$130K
BAH icon
560
Booz Allen Hamilton
BAH
$9.15B
$1.11M 0.02%
12,266
– –
CGNX icon
561
Cognex
CGNX
$11.3B
$1.11M 0.02%
26,045
– –
IVZ icon
562
Invesco
IVZ
$13.9B
$1.09M 0.02%
67,854
-726
-1% -$13.7K
AMC icon
563
AMC Entertainment Holdings
AMC
$2.31B
$1.09M 0.02%
8,015
+451
+6% +$65.6K
CCL icon
564
Carnival Corporation Ltd
CCL
$39.7B
$1.08M 0.02%
124,963
-918
-0.7% -$13.5K
TW icon
565
Tradeweb Markets
TW
$21.6B
$1.07M 0.02%
15,756
-143
-0.9% -$10.4K
SEIC icon
566
SEI Investments
SEIC
$12.6B
$1.07M 0.02%
19,795
– –
CG icon
567
Carlyle Group
CG
$17.2B
$1.06M 0.02%
33,565
+11,325
+51% +$434K
LCID icon
568
Lucid Motors
LCID
$2.77B
$1.06M 0.02%
6,197
– –
COIN icon
569
Coinbase
COIN
$40.5B
$1.04M 0.02%
22,129
+16,167
+271% +$1.54M
ERIE icon
570
Erie Indemnity
ERIE
$13.2B
$1.04M 0.02%
5,418
– –
ARMK icon
571
Aramark
ARMK
$14.7B
$1.04M 0.02%
46,947
– –
DAY
572
DELISTED
Dayforce
DAY
$1.04M 0.02%
22,007
+369
+2% +$20.5K
GWRE icon
573
Guidewire Software
GWRE
$14.2B
$1.02M 0.02%
14,400
+2,873
+25% +$235K
EXAS
574
DELISTED
Exact Sciences
EXAS
$1.01M 0.02%
25,720
– –
PNW icon
575
Pinnacle West Capital
PNW
$12.2B
$977K 0.02%
13,362
-1,669
-11% -$125K
21 22
23
24 25

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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.