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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
+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
GNRC icon
576
Generac Holdings
GNRC
$12.5B
$1.13M 0.02%
10,483
+263
+3% +$30.4K
LDOS icon
577
Leidos
LDOS
$17.3B
$1.11M 0.02%
12,090
+421
+4% +$40.7K
SEE
578
DELISTED
Sealed Air
SEE
$1.08M 0.02%
23,559
+575
+3% +$28.6K
IVZ icon
579
Invesco
IVZ
$13.9B
$1.07M 0.02%
65,513
+815
+1% +$14.5K
RIVN icon
580
Rivian
RIVN
$23.2B
$1.04M 0.02%
67,060
+2,456
+4% +$41.5K
ACM icon
581
Aecom
ACM
$9.75B
$1.03M 0.02%
+12,210
New +$1.05M
MHK icon
582
Mohawk Industries
MHK
$9.22B
$1M 0.02%
10,005
+129
+1% +$14.1K
PLUG icon
583
Plug Power
PLUG
$3.04B
$999K 0.02%
85,273
+1,777
+2% +$25.4K
NWSA icon
584
News Corp Class A
NWSA
$15.4B
$996K 0.02%
57,684
+1,564
+3% +$28.6K
NWL icon
585
Newell Brands
NWL
$2.56B
$963K 0.01%
77,372
+1,083
+1% +$15.3K
DVA icon
586
DaVita
DVA
$11.7B
$961K 0.01%
11,854
+164
+1% +$13.1K
MPT
587
Medical Properties Trust
MPT
$2.81B
$910K 0.01%
110,746
+1,410
+1% +$15.6K
TCOM icon
588
Trip.com Group
TCOM
$29.1B
$899K 0.01%
23,873
+1,678
+8% +$62.4K
HEI icon
589
HEICO Corp
HEI
$51.4B
$899K 0.01%
5,254
+175
+3% +$29.5K
HEI.A icon
590
HEICO Corp Class A
HEI.A
$37.2B
$891K 0.01%
6,559
+318
+5% +$42.2K
HII icon
591
Huntington Ingalls Industries
HII
$12.8B
$814K 0.01%
3,933
+168
+4% +$36.3K
TOST icon
592
Toast
TOST
$19.9B
$784K 0.01%
44,148
-10,424
-19% -$206K
LUV icon
593
Southwest Airlines
LUV
$23B
$773K 0.01%
23,740
-2,091
-8% -$71.1K
LSXMK
594
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$759K 0.01%
35,005
+692
+2% +$18.2K
NIO icon
595
NIO
NIO
$11.9B
$743K 0.01%
70,711
+4,596
+7% +$47K
SIRI icon
596
SiriusXM
SIRI
$10.1B
$735K 0.01%
18,506
+421
+2% +$20.2K
UHAL.B icon
597
U-Haul Holding Co Series N
UHAL.B
$12.8B
$698K 0.01%
13,466
+497
+4% +$28.2K
BEKE icon
598
KE Holdings
BEKE
$18.8B
$654K 0.01%
34,710
+2,054
+6% +$38K
GRAB icon
599
Grab
GRAB
$14.9B
$646K 0.01%
214,506
+4,525
+2% +$15K
ELAN icon
600
Elanco Animal Health
ELAN
$11.1B
$644K 0.01%
68,483
+1,189
+2% +$14K
22 23
24
25 26

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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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GF
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Verition Fund Management
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NMO
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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.