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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
AVLR
576
DELISTED
Avalara, Inc.
AVLR
$975K 0.02%
13,805
+93
+0.7% +$7.65K
LSXMK
577
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$958K 0.02%
34,313
– –
LI icon
578
Li Auto
LI
$12.7B
$954K 0.02%
24,891
– –
DAL icon
579
Delta Air Lines
DAL
$60.1B
$941K 0.02%
32,485
-95
-0.3% -$3.62K
OGE icon
580
OGE Energy
OGE
$9.71B
$913K 0.02%
23,666
-2,955
-11% -$117K
PPLI
581
People Inc
PPLI
$3.1B
$902K 0.02%
14,481
– –
BSY icon
582
Bentley Systems
BSY
$10.6B
$901K 0.02%
27,046
– –
YUMC icon
583
Yum China
YUMC
$16.3B
$900K 0.02%
18,549
– –
WYNN icon
584
Wynn Resorts
WYNN
$10.6B
$899K 0.02%
15,775
– –
DVA icon
585
DaVita
DVA
$11.7B
$888K 0.02%
11,100
-65
-0.6% -$6.58K
NWSA icon
586
News Corp Class A
NWSA
$15.4B
$874K 0.02%
56,120
+9,300
+20% +$171K
APP icon
587
Applovin
APP
$116B
$849K 0.01%
+24,655
New +$991K
LUV icon
588
Southwest Airlines
LUV
$23B
$843K 0.01%
23,330
-1,666
-7% -$71.6K
HII icon
589
Huntington Ingalls Industries
HII
$12.8B
$820K 0.01%
3,765
– –
Z icon
590
Zillow
Z
$7.56B
$817K 0.01%
25,741
-1,716
-6% -$68.9K
DISH
591
DELISTED
DISH Network Corp.
DISH
$773K 0.01%
43,125
+4,415
+11% +$107K
VNO icon
592
Vornado Realty Trust
VNO
$7.38B
$735K 0.01%
25,695
– –
RIVN icon
593
Rivian
RIVN
$23.2B
$700K 0.01%
27,206
– –
TDOC icon
594
Teladoc Health
TDOC
$1.3B
$697K 0.01%
20,987
– –
COUP
595
DELISTED
Coupa Software Incorporated
COUP
$677K 0.01%
11,862
+295
+3% +$22.7K
WLK icon
596
Westlake Corp
WLK
$9.9B
$657K 0.01%
+6,698
New +$820K
AFRM icon
597
Affirm
AFRM
$25.2B
$632K 0.01%
34,993
+15,116
+76% +$411K
IDA icon
598
Idacorp
IDA
$8.2B
$632K 0.01%
5,967
-745
-11% -$80.5K
RNG icon
599
RingCentral
RNG
$5.28B
$611K 0.01%
11,697
– –
TCOM icon
600
Trip.com Group
TCOM
$29.1B
$609K 0.01%
22,195
– –
22 23
24
25 26

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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 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.