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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
KNX icon
551
Knight Transportation
KNX
$11.4B
$1.3M 0.02%
24,813
– –
DBX icon
552
Dropbox
DBX
$8.12B
$1.3M 0.02%
57,952
+2,783
+5% +$61.2K
MASI
553
DELISTED
Masimo
MASI
$1.26M 0.02%
8,535
-630
-7% -$86.7K
BSY icon
554
Bentley Systems
BSY
$10.6B
$1.26M 0.02%
34,142
+3,435
+11% +$125K
CTLT
555
DELISTED
CATALENT, INC.
CTLT
$1.24M 0.02%
27,611
– –
Z icon
556
Zillow
Z
$7.56B
$1.24M 0.02%
38,370
+1,922
+5% +$63.7K
LDOS icon
557
Leidos
LDOS
$17.3B
$1.23M 0.02%
11,669
– –
CGNX icon
558
Cognex
CGNX
$11.3B
$1.23M 0.02%
26,045
– –
NRG icon
559
NRG Energy
NRG
$24.8B
$1.22M 0.02%
38,387
– –
MPT
560
Medical Properties Trust
MPT
$2.81B
$1.22M 0.02%
109,336
-5,031
-4% -$58.5K
AOS icon
561
A.O. Smith
AOS
$8.7B
$1.22M 0.02%
21,232
-1,550
-7% -$86.7K
CCL icon
562
Carnival Corporation Ltd
CCL
$39.7B
$1.21M 0.02%
150,688
-4,410
-3% -$38K
DINO icon
563
HF Sinclair
DINO
$14.5B
$1.19M 0.02%
+22,982
New +$1.32M
RIVN icon
564
Rivian
RIVN
$23.2B
$1.19M 0.02%
64,604
+867
+1% +$25.5K
LEA icon
565
Lear
LEA
$8.18B
$1.19M 0.02%
9,600
-667
-6% -$88.4K
U icon
566
Unity
U
$18.9B
$1.17M 0.02%
41,080
+3,606
+10% +$113K
IVZ icon
567
Invesco
IVZ
$13.9B
$1.16M 0.02%
64,698
-4,591
-7% -$78.5K
SEIC icon
568
SEI Investments
SEIC
$12.6B
$1.15M 0.02%
19,795
– –
SEE
569
DELISTED
Sealed Air
SEE
$1.15M 0.02%
22,984
+439
+2% +$21.4K
LNC icon
570
Lincoln National
LNC
$8.81B
$1.09M 0.02%
35,329
– –
WU icon
571
Western Union
WU
$2.21B
$1.08M 0.02%
78,188
– –
DAL icon
572
Delta Air Lines
DAL
$60.1B
$1.07M 0.02%
32,485
– –
SIRI icon
573
SiriusXM
SIRI
$10.1B
$1.06M 0.02%
18,085
– –
LSXMK
574
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$1.04M 0.02%
34,313
– –
PLUG icon
575
Plug Power
PLUG
$3.04B
$1.03M 0.02%
83,496
– –
21 22
23
24 25

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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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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.