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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
LI icon
601
Li Auto
LI
$12.7B
$573K 0.01%
24,891
– –
BEKE icon
602
KE Holdings
BEKE
$18.8B
$572K 0.01%
32,656
+16,514
+102% +$267K
AMC icon
603
AMC Entertainment Holdings
AMC
$2.31B
$559K 0.01%
8,015
– –
LSXMA
604
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$559K 0.01%
19,970
– –
TDOC icon
605
Teladoc Health
TDOC
$1.3B
$532K 0.01%
20,987
– –
LYFT icon
606
Lyft
LYFT
$6.63B
$531K 0.01%
40,321
– –
BKH icon
607
Black Hills Corp
BKH
$5.69B
$520K 0.01%
7,678
– –
FOX icon
608
Fox Class B
FOX
$23.9B
$511K 0.01%
17,916
– –
GRAB icon
609
Grab
GRAB
$14.9B
$482K 0.01%
183,393
– –
APP icon
610
Applovin
APP
$116B
$481K 0.01%
24,655
– –
RNG icon
611
RingCentral
RNG
$5.28B
$467K 0.01%
11,697
– –
POR icon
612
Portland General Electric
POR
$5.77B
$461K 0.01%
10,601
– –
TXNM
613
TXNM Energy Inc
TXNM
$5.94B
$461K 0.01%
10,083
– –
HE icon
614
Hawaiian Electric Industries
HE
$2.14B
$448K 0.01%
12,924
– –
OGS icon
615
ONE Gas
OGS
$5.04B
$447K 0.01%
6,351
– –
ZTO icon
616
ZTO Express
ZTO
$17.9B
$393K 0.01%
16,345
– –
SR icon
617
Spire
SR
$4.85B
$377K 0.01%
6,054
+83
+1% +$5.93K
W icon
618
Wayfair
W
$14.6B
$370K 0.01%
11,365
– –
CHWY icon
619
Chewy
CHWY
$9.63B
$366K 0.01%
11,909
+454
+4% +$18K
AGR
620
DELISTED
Avangrid, Inc.
AGR
$351K 0.01%
8,421
– –
BAP icon
621
Credicorp
BAP
$30.7B
$341K 0.01%
2,779
– –
CWT icon
622
California Water Service
CWT
$3.12B
$340K 0.01%
6,444
+104
+2% +$6.1K
ALE
623
DELISTED
Allete
ALE
$339K 0.01%
6,771
– –
AWR icon
624
American States Water
AWR
$3.46B
$339K 0.01%
4,345
– –
FUTU icon
625
Futu Holdings
FUTU
$15.3B
$336K 0.01%
9,017
+280
+3% +$12.2K
22 23 24
25
26

Similar funds

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.