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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
BSY icon
576
Bentley Systems
BSY
$10.6B
$939K 0.02%
30,707
+3,661
+14% +$134K
DAL icon
577
Delta Air Lines
DAL
$60.1B
$912K 0.02%
32,485
– –
MHK icon
578
Mohawk Industries
MHK
$9.22B
$901K 0.02%
9,876
-554
-5% -$64.3K
TW icon
579
Tradeweb Markets
TW
$21.6B
$889K 0.02%
15,756
– –
YUMC icon
580
Yum China
YUMC
$16.3B
$878K 0.02%
18,549
– –
OGE icon
581
OGE Energy
OGE
$9.71B
$870K 0.02%
23,852
+186
+0.8% +$7.5K
PNW icon
582
Pinnacle West Capital
PNW
$12.2B
$870K 0.02%
13,485
+123
+0.9% +$9.06K
LCID icon
583
Lucid Motors
LCID
$2.77B
$866K 0.02%
6,197
– –
GWRE icon
584
Guidewire Software
GWRE
$14.2B
$850K 0.02%
13,807
-593
-4% -$42.9K
NWSA icon
585
News Corp Class A
NWSA
$15.4B
$848K 0.02%
56,120
– –
EXAS
586
DELISTED
Exact Sciences
EXAS
$836K 0.02%
25,720
– –
HII icon
587
Huntington Ingalls Industries
HII
$12.8B
$834K 0.02%
3,765
– –
ELAN icon
588
Elanco Animal Health
ELAN
$11.1B
$761K 0.01%
61,294
– –
CABO icon
589
Cable One
CABO
$212M
$740K 0.01%
868
-47
-5% -$58K
LUV icon
590
Southwest Airlines
LUV
$23B
$719K 0.01%
23,330
– –
IRDM icon
591
Iridium Communications
IRDM
$5.29B
$672K 0.01%
15,154
+111
+0.7% +$4.81K
PPLI
592
People Inc
PPLI
$3.1B
$658K 0.01%
14,481
– –
AFRM icon
593
Affirm
AFRM
$25.2B
$656K 0.01%
34,993
– –
COUP
594
DELISTED
Coupa Software Incorporated
COUP
$648K 0.01%
11,017
-845
-7% -$55.4K
UHAL icon
595
U-Haul Holding Co
UHAL
$14.6B
$632K 0.01%
12,410
– –
TCOM icon
596
Trip.com Group
TCOM
$29.1B
$606K 0.01%
22,195
– –
IDA icon
597
Idacorp
IDA
$8.2B
$596K 0.01%
6,023
+56
+0.9% +$6.1K
DISH
598
DELISTED
DISH Network Corp.
DISH
$596K 0.01%
43,125
– –
VNO icon
599
Vornado Realty Trust
VNO
$7.38B
$595K 0.01%
25,695
– –
WLK icon
600
Westlake Corp
WLK
$9.9B
$582K 0.01%
6,698
– –
22 23
24
25 26

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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 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.