We are live on ! Find out more
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
J icon
551
Jacobs Solutions
J
$17B
$1.43M 0.02%
14,734
+1,452
+11% +$145K
CG icon
552
Carlyle Group
CG
$17.2B
$1.43M 0.02%
46,022
-1,363
-3% -$45.5K
BKI
553
DELISTED
Black Knight, Inc. Common Stock
BKI
$1.43M 0.02%
24,788
+570
+2% +$34.1K
WHR icon
554
Whirlpool
WHR
$2.82B
$1.43M 0.02%
10,807
+191
+2% +$27.2K
FBIN icon
555
Fortune Brands Innovations
FBIN
$6.06B
$1.42M 0.02%
24,118
+441
+2% +$27K
TXT icon
556
Textron
TXT
$15.4B
$1.4M 0.02%
19,854
+825
+4% +$58.8K
UGI icon
557
UGI
UGI
$7.33B
$1.37M 0.02%
39,524
+984
+3% +$37.3K
AA icon
558
Alcoa
AA
$13.2B
$1.37M 0.02%
32,078
-304
-0.9% -$14.7K
BILL icon
559
BILL Holdings
BILL
$4.78B
$1.36M 0.02%
16,804
+291
+2% +$27K
U icon
560
Unity
U
$18.9B
$1.36M 0.02%
41,826
+746
+2% +$24K
LEA icon
561
Lear
LEA
$8.18B
$1.35M 0.02%
9,702
+102
+1% +$14.1K
NRG icon
562
NRG Energy
NRG
$24.8B
$1.34M 0.02%
39,132
+745
+2% +$24.7K
ERIE icon
563
Erie Indemnity
ERIE
$13.2B
$1.34M 0.02%
5,786
+89
+2% +$21.3K
CGNX icon
564
Cognex
CGNX
$11.3B
$1.32M 0.02%
26,700
+655
+3% +$33.1K
ROKU icon
565
Roku
ROKU
$22.7B
$1.31M 0.02%
19,948
+1,812
+10% +$106K
WBS icon
566
Webster Financial
WBS
$12.8B
$1.28M 0.02%
32,555
+1,834
+6% +$88K
DBX icon
567
Dropbox
DBX
$8.12B
$1.28M 0.02%
59,092
+1,140
+2% +$25K
YUMC icon
568
Yum China
YUMC
$16.3B
$1.26M 0.02%
19,937
+1,388
+7% +$83.8K
ARMK icon
569
Aramark
ARMK
$14.7B
$1.24M 0.02%
48,046
+1,099
+2% +$31.3K
VFC icon
570
VF Corp
VFC
$5.89B
$1.23M 0.02%
53,873
+995
+2% +$26.1K
DINO icon
571
HF Sinclair
DINO
$14.5B
$1.2M 0.02%
24,752
+1,770
+8% +$92K
GTM
572
ZoomInfo Technologies
GTM
$1.22B
$1.18M 0.02%
47,611
+716
+2% +$18.4K
WLK icon
573
Westlake Corp
WLK
$9.9B
$1.18M 0.02%
10,137
+2,139
+27% +$247K
SEIC icon
574
SEI Investments
SEIC
$12.6B
$1.17M 0.02%
20,361
+566
+3% +$33.9K
DAL icon
575
Delta Air Lines
DAL
$60.1B
$1.14M 0.02%
32,783
+298
+0.9% +$11.1K
21 22
23
24 25

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
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 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.