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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
GNRC icon
576
Generac Holdings
GNRC
$12.5B
$1.03M 0.02%
10,220
+249
+2% +$28.2K
TW icon
577
Tradeweb Markets
TW
$21.6B
$1.02M 0.02%
15,756
– –
NWSA icon
578
News Corp Class A
NWSA
$15.4B
$1.02M 0.02%
56,120
– –
YUMC icon
579
Yum China
YUMC
$16.3B
$1.01M 0.02%
18,549
– –
MHK icon
580
Mohawk Industries
MHK
$9.22B
$1.01M 0.02%
9,876
– –
NWL icon
581
Newell Brands
NWL
$2.56B
$998K 0.02%
76,289
+8,143
+12% +$111K
TOST icon
582
Toast
TOST
$19.9B
$984K 0.02%
+54,572
New +$1.03M
DVA icon
583
DaVita
DVA
$11.7B
$873K 0.01%
11,690
– –
LUV icon
584
Southwest Airlines
LUV
$23B
$870K 0.01%
25,831
+2,501
+11% +$90.2K
HII icon
585
Huntington Ingalls Industries
HII
$12.8B
$869K 0.01%
3,765
– –
ELAN icon
586
Elanco Animal Health
ELAN
$11.1B
$822K 0.01%
67,294
+6,000
+10% +$74.8K
WLK icon
587
Westlake Corp
WLK
$9.9B
$820K 0.01%
7,998
+1,300
+19% +$131K
COIN icon
588
Coinbase
COIN
$40.5B
$811K 0.01%
22,905
-4,604
-17% -$243K
HEI icon
589
HEICO Corp
HEI
$51.4B
$780K 0.01%
5,079
-5,183
-51% -$807K
TCOM icon
590
Trip.com Group
TCOM
$29.1B
$764K 0.01%
22,195
– –
LUMN icon
591
Lumen
LUMN
$6.44B
$754K 0.01%
144,380
-13,014
-8% -$80K
HEI.A icon
592
HEICO Corp Class A
HEI.A
$37.2B
$748K 0.01%
6,241
-5,907
-49% -$721K
ROKU icon
593
Roku
ROKU
$22.7B
$738K 0.01%
18,136
– –
UHAL.B icon
594
U-Haul Holding Co Series N
UHAL.B
$12.8B
$713K 0.01%
+12,969
New +$751K
GRAB icon
595
Grab
GRAB
$14.9B
$676K 0.01%
209,981
+26,588
+14% +$76.2K
NIO icon
596
NIO
NIO
$11.9B
$645K 0.01%
66,115
– –
DISH
597
DELISTED
DISH Network Corp.
DISH
$605K 0.01%
43,125
– –
LSXMA
598
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$577K 0.01%
19,970
– –
FOX icon
599
Fox Class B
FOX
$23.9B
$510K 0.01%
17,916
– –
LCID icon
600
Lucid Motors
LCID
$2.77B
$494K 0.01%
7,239
+1,042
+17% +$115K
22 23
24
25 26

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IA
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AT
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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
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NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.