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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
CHWY icon
601
Chewy
CHWY
$9.63B
$459K 0.01%
12,381
+472
+4% +$18.4K
BEKE icon
602
KE Holdings
BEKE
$18.8B
$456K 0.01%
32,656
– –
ZTO icon
603
ZTO Express
ZTO
$17.9B
$439K 0.01%
16,345
– –
PNW icon
604
Pinnacle West Capital
PNW
$12.2B
$390K 0.01%
5,132
-8,353
-62% -$597K
LEGN icon
605
Legend Biotech
LEGN
$4.01B
$381K 0.01%
+7,626
New +$369K
BAP icon
606
Credicorp
BAP
$30.7B
$377K 0.01%
2,779
– –
FUTU icon
607
Futu Holdings
FUTU
$15.3B
$367K 0.01%
9,017
– –
OGE icon
608
OGE Energy
OGE
$9.71B
$359K 0.01%
9,078
-14,774
-62% -$560K
HTHT icon
609
Huazhu Hotels Group
HTHT
$13B
$343K 0.01%
8,077
– –
AFRM icon
610
Affirm
AFRM
$25.2B
$338K 0.01%
34,993
– –
TME icon
611
Tencent Music
TME
$15.6B
$292K ﹤0.01%
35,296
– –
IRDM icon
612
Iridium Communications
IRDM
$5.29B
$290K ﹤0.01%
5,650
-9,504
-63% -$477K
VIPS icon
613
Vipshop
VIPS
$7.53B
$289K ﹤0.01%
21,191
– –
SCCO icon
614
Southern Copper
SCCO
$166B
$263K ﹤0.01%
+4,702
New +$240K
IDA icon
615
Idacorp
IDA
$8.2B
$245K ﹤0.01%
2,274
-3,749
-62% -$388K
HE icon
616
Hawaiian Electric Industries
HE
$2.14B
$206K ﹤0.01%
4,915
-8,009
-62% -$309K
BKH icon
617
Black Hills Corp
BKH
$5.69B
$205K ﹤0.01%
2,920
-4,758
-62% -$320K
BZ icon
618
Kanzhun
BZ
$7.36B
$205K ﹤0.01%
10,052
– –
TAL icon
619
TAL Education Group
TAL
$6.87B
$158K ﹤0.01%
22,411
– –
BVN icon
620
Compañía de Minas Buenaventura
BVN
$8.67B
$98.8K ﹤0.01%
13,258
– –
UNIT
621
Uniti Group
UNIT
$2.32B
$58K ﹤0.01%
10,489
-17,539
-63% -$120K
LU icon
622
Lufax Holding
LU
$1.3B
$56.8K ﹤0.01%
7,315
– –
ALE
623
DELISTED
Allete
ALE
– –
-6,771
Closed -$339K
AMC icon
624
AMC Entertainment Holdings
AMC
$2.31B
– –
-8,015
Closed -$559K
APP icon
625
Applovin
APP
$116B
– –
-24,655
Closed -$481K
23 24
25
26 27

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IA
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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 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.