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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
DBX icon
551
Dropbox
DBX
$8.12B
$1.14M 0.02%
55,169
– –
BAH icon
552
Booz Allen Hamilton
BAH
$9.15B
$1.13M 0.02%
12,266
– –
AOS icon
553
A.O. Smith
AOS
$8.7B
$1.11M 0.02%
22,782
– –
CCL icon
554
Carnival Corporation Ltd
CCL
$39.7B
$1.09M 0.02%
155,098
+30,135
+24% +$292K
CG icon
555
Carlyle Group
CG
$17.2B
$1.09M 0.02%
42,135
+8,570
+26% +$282K
XRAY icon
556
Dentsply Sirona
XRAY
$2.43B
$1.09M 0.02%
38,420
+711
+2% +$24.3K
UHS icon
557
Universal Health Services
UHS
$10.5B
$1.08M 0.02%
12,291
– –
CGNX icon
558
Cognex
CGNX
$11.3B
$1.08M 0.02%
26,045
– –
TXT icon
559
Textron
TXT
$15.4B
$1.07M 0.02%
18,309
– –
AA icon
560
Alcoa
AA
$13.2B
$1.06M 0.02%
31,540
– –
ARMK icon
561
Aramark
ARMK
$14.7B
$1.06M 0.02%
46,947
– –
WU icon
562
Western Union
WU
$2.21B
$1.06M 0.02%
78,188
– –
NIO icon
563
NIO
NIO
$11.9B
$1.04M 0.02%
66,115
+8,470
+15% +$168K
Z icon
564
Zillow
Z
$7.56B
$1.04M 0.02%
36,448
+10,707
+42% +$372K
SIRI icon
565
SiriusXM
SIRI
$10.1B
$1.03M 0.02%
18,085
– –
CZR icon
566
Caesars Entertainment
CZR
$6.14B
$1.03M 0.02%
31,794
– –
ROKU icon
567
Roku
ROKU
$22.7B
$1.02M 0.02%
18,136
– –
LDOS icon
568
Leidos
LDOS
$17.3B
$1.02M 0.02%
11,669
– –
SEE
569
DELISTED
Sealed Air
SEE
$1M 0.02%
22,545
– –
LSXMK
570
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$1M 0.02%
34,313
– –
WYNN icon
571
Wynn Resorts
WYNN
$10.6B
$994K 0.02%
15,775
– –
SEIC icon
572
SEI Investments
SEIC
$12.6B
$971K 0.02%
19,795
– –
DVA icon
573
DaVita
DVA
$11.7B
$968K 0.02%
11,690
+590
+5% +$51.7K
IVZ icon
574
Invesco
IVZ
$13.9B
$949K 0.02%
69,289
+1,435
+2% +$24.2K
NWL icon
575
Newell Brands
NWL
$2.56B
$947K 0.02%
68,146
+1,305
+2% +$24.4K
21 22
23
24 25

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IA
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AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
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
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.