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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
+9.95%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.64B
AUM Growth
+$1.04B
(+16%)
Cap. Flow
+$477M
Cap. Flow
% of AUM
6.24%
Top 10 Holdings %
Top 10 Hldgs %
29.21%
Holding
647
New
23
Increased
484
Reduced
92
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$24.4M |
| 2 |
Microsoft
MSFT
|
+$20.3M |
| 3 |
NextEra Energy
NEE
|
+$14.1M |
| 4 |
Tesla
TSLA
|
+$11.7M |
| 5 |
Union Pacific
UNP
|
+$10.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lockheed Martin
LMT
|
+$5.84M |
| 2 |
Boeing
BA
|
+$5.8M |
| 3 |
iShares MSCI India ETF
INDA
|
+$2.76M |
| 4 |
Plug Power
PLUG
|
+$999K |
| 5 |
Newell Brands
NWL
|
+$963K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.64% |
| 2 | Healthcare | 13.15% |
| 3 | Financials | 11.48% |
| 4 | Consumer Discretionary | 11.08% |
| 5 | Communication Services | 8.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
SEI Investments
SEIC
$12.6B
| $1.21M | 0.02% |
20,361
| – | – |
|
577
DaVita
DVA
$11.7B
| $1.19M | 0.02% |
11,854
| – | – |
|
578
UiPath
PATH
$7.8B
| $1.19M | 0.02% |
+71,745
| New | +$1.15M |
|
579
Aecom
ACM
$9.75B
| $1.19M | 0.02% |
14,016
+1,806
| +15% | +$148K |
|
580
Toast
TOST
$19.9B
| $1.17M | 0.02% |
52,011
+7,863
| +18% | +$157K |
|
581
Pinnacle West Capital
PNW
$12.2B
| $1.15M | 0.02% |
14,104
+9,043
| +179% | +$721K |
|
582
HEICO Corp Class A
HEI.A
$37.2B
| $1.14M | 0.02% |
8,131
+1,572
| +24% | +$211K |
|
583
Yum China
YUMC
$16.3B
| $1.13M | 0.01% |
19,937
| – | – |
|
584
HF Sinclair
DINO
$14.5B
| $1.1M | 0.01% |
24,752
| – | – |
|
|
AZPN
585
DELISTED
Aspen Technology Inc
AZPN
| $1.1M | 0.01% |
6,578
| – | – |
|
586
Invesco
IVZ
$13.9B
| $1.1M | 0.01% |
65,513
| – | – |
|
587
Alcoa
AA
$13.2B
| $1.09M | 0.01% |
32,078
| – | – |
|
588
UGI
UGI
$7.33B
| $1.09M | 0.01% |
40,290
+766
| +2% | +$23.3K |
|
589
Leidos
LDOS
$17.3B
| $1.07M | 0.01% |
12,090
| – | – |
|
590
VF Corp
VFC
$5.89B
| $1.06M | 0.01% |
55,467
+1,594
| +3% | +$32.7K |
|
591
Mohawk Industries
MHK
$9.22B
| $1.03M | 0.01% |
10,005
| – | – |
|
592
Advance Auto Parts
AAP
$3.49B
| $1.02M | 0.01% |
14,468
| – | – |
|
593
First Horizon
FHN
$12.1B
| $1.01M | 0.01% |
89,632
+2,386
| +3% | +$32K |
|
594
Huntington Ingalls Industries
HII
$12.8B
| $983K | 0.01% |
4,321
+388
| +10% | +$80.6K |
|
595
Iridium Communications
IRDM
$5.29B
| $965K | 0.01% |
15,531
+9,960
| +179% | +$616K |
|
|
SEE
596
DELISTED
Sealed Air
SEE
| $942K | 0.01% |
23,559
| – | – |
|
|
597
HEICO Corp
HEI
$51.4B
| $916K | 0.01% |
5,177
-77
| -1% | -$13K |
|
598
OGE Energy
OGE
$9.71B
| $894K | 0.01% |
24,900
+15,949
| +178% | +$587K |
|
|
LSXMK
599
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $885K | 0.01% |
34,902
-103
| -0.3% | -$2.3K |
|
600
Southwest Airlines
LUV
$23B
| $860K | 0.01% |
23,740
| – | – |
|
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UM
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IFM Investors's Q2 2023 Portfolio in Review
As of Q2 2023, IFM Investors held 647 positions worth $7.64B, up 16% from $6.59B the previous quarter. Its ten largest holdings account for 29% of the portfolio.
IFM Investors deployed $477M of net new capital in Q2 2023, opening 23 new positions and adding to 484 existing holdings. Its largest new stake was Builders FirstSource: 26,570 shares worth $3.61M.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 28% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Lockheed Martin, an estimated $5.84M trimmed.
- IFM Investors's largest Q2 2023 buy was Builders FirstSource: 26,570 shares worth $3.61M.
- IFM Investors added most to Apple in Q2 2023, an estimated $24.4M increase.
- IFM Investors's biggest Q2 2023 reduction was Lockheed Martin, cutting an estimated $5.84M.
- IFM Investors fully exited iShares MSCI India ETF in Q2 2023, selling an estimated $2.76M.
- IFM Investors's ten largest holdings make up 29% of its $7.64B portfolio in Q2 2023.
- IFM Investors opened 23 new positions and closed 9 in Q2 2023.
- IFM Investors's portfolio value rose 16% quarter-over-quarter to $7.64B.
Based on IFM Investors's 13F filing for Q2 2023, filed 27 Jul 2023.