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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
UHAL icon
601
U-Haul Holding Co
UHAL
$14.6B
$593K 0.01%
12,410
– –
IRDM icon
602
Iridium Communications
IRDM
$5.29B
$565K 0.01%
15,043
-531
-3% -$19.8K
XPEV icon
603
XPeng
XPEV
$11.6B
$560K 0.01%
17,637
– –
BKH icon
604
Black Hills Corp
BKH
$5.69B
$559K 0.01%
7,678
-761
-9% -$57.1K
LYFT icon
605
Lyft
LYFT
$6.63B
$535K 0.01%
40,321
– –
FOX icon
606
Fox Class B
FOX
$23.9B
$532K 0.01%
17,916
– –
HE icon
607
Hawaiian Electric Industries
HE
$2.14B
$529K 0.01%
12,924
-1,065
-8% -$44.8K
LSXMA
608
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$529K 0.01%
19,970
– –
OGS icon
609
ONE Gas
OGS
$5.04B
$516K 0.01%
6,351
-603
-9% -$51.6K
POR icon
610
Portland General Electric
POR
$5.77B
$512K 0.01%
10,601
-1,266
-11% -$63K
W icon
611
Wayfair
W
$14.6B
$495K 0.01%
11,365
– –
TXNM
612
TXNM Energy Inc
TXNM
$5.94B
$482K 0.01%
10,083
-1,205
-11% -$56.5K
GRAB icon
613
Grab
GRAB
$14.9B
$464K 0.01%
183,393
– –
FUTU icon
614
Futu Holdings
FUTU
$15.3B
$456K 0.01%
8,737
-251
-3% -$9.47K
ZTO icon
615
ZTO Express
ZTO
$17.9B
$449K 0.01%
16,345
– –
SR icon
616
Spire
SR
$4.85B
$444K 0.01%
5,971
-714
-11% -$53.7K
ALE
617
DELISTED
Allete
ALE
$398K 0.01%
6,771
-152
-2% -$9.29K
CHWY icon
618
Chewy
CHWY
$9.63B
$398K 0.01%
11,455
-223
-2% -$7.15K
AGR
619
DELISTED
Avangrid, Inc.
AGR
$388K 0.01%
8,421
+843
+11% +$39.1K
NWE icon
620
NorthWestern Energy
NWE
$4.43B
$377K 0.01%
6,391
-766
-11% -$45.6K
PTON icon
621
Peloton Interactive
PTON
$2.49B
$375K 0.01%
40,868
– –
AVA icon
622
Avista
AVA
$3.24B
$372K 0.01%
8,557
-778
-8% -$33.5K
AWR icon
623
American States Water
AWR
$3.46B
$354K 0.01%
4,345
-519
-11% -$41.7K
CWT icon
624
California Water Service
CWT
$3.12B
$352K 0.01%
6,340
-593
-9% -$31.9K
MGEE icon
625
MGE Energy Inc
MGEE
$3.08B
$334K 0.01%
4,291
-512
-11% -$40.8K
23 24
25
26 27

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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 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.