We are live on ! Find out more
II

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
LCID icon
601
Lucid Motors
LCID
$2.77B
$593K 0.01%
7,376
+137
+2% +$12.2K
FOX icon
602
Fox Class B
FOX
$23.9B
$587K 0.01%
18,747
+831
+5% +$26K
ZTO icon
603
ZTO Express
ZTO
$17.9B
$515K 0.01%
17,959
+1,614
+10% +$44.1K
FUTU icon
604
Futu Holdings
FUTU
$15.3B
$479K 0.01%
9,236
+219
+2% +$10.6K
CHWY icon
605
Chewy
CHWY
$9.63B
$473K 0.01%
12,648
+267
+2% +$11.1K
FRC
606
DELISTED
First Republic Bank
FRC
$450K 0.01%
32,135
+659
+2% +$67.5K
LSXMA
607
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$428K 0.01%
20,740
+770
+4% +$19.3K
HTHT icon
608
Huazhu Hotels Group
HTHT
$13B
$423K 0.01%
8,639
+562
+7% +$27.2K
BAP icon
609
Credicorp
BAP
$30.7B
$417K 0.01%
3,149
+370
+13% +$49.6K
DISH
610
DELISTED
DISH Network Corp.
DISH
$409K 0.01%
43,823
+698
+2% +$8.8K
PNW icon
611
Pinnacle West Capital
PNW
$12.2B
$401K 0.01%
5,061
-71
-1% -$5.36K
LEGN icon
612
Legend Biotech
LEGN
$4.01B
$399K 0.01%
8,283
+657
+9% +$32.1K
SCCO icon
613
Southern Copper
SCCO
$166B
$362K 0.01%
5,125
+423
+9% +$28.7K
VIPS icon
614
Vipshop
VIPS
$7.53B
$346K 0.01%
22,763
+1,572
+7% +$23.4K
IRDM icon
615
Iridium Communications
IRDM
$5.29B
$345K 0.01%
5,571
-79
-1% -$4.73K
OGE icon
616
OGE Energy
OGE
$9.71B
$337K 0.01%
8,951
-127
-1% -$4.78K
TME icon
617
Tencent Music
TME
$15.6B
$311K ﹤0.01%
37,572
+2,276
+6% +$18.6K
IDA icon
618
Idacorp
IDA
$8.2B
$244K ﹤0.01%
2,256
-18
-0.8% -$1.89K
BZ icon
619
Kanzhun
BZ
$7.36B
$203K ﹤0.01%
10,658
+606
+6% +$13.2K
IQ icon
620
iQIYI
IQ
$1.28B
$170K ﹤0.01%
+23,325
New +$160K
TAL icon
621
TAL Education Group
TAL
$6.87B
$151K ﹤0.01%
23,583
+1,172
+5% +$8.44K
BVN icon
622
Compañía de Minas Buenaventura
BVN
$8.67B
$122K ﹤0.01%
14,938
+1,680
+13% +$13.4K
LU icon
623
Lufax Holding
LU
$1.3B
$63.9K ﹤0.01%
7,828
+513
+7% +$4.92K
UNIT
624
Uniti Group
UNIT
$2.32B
$37.2K ﹤0.01%
10,489
– –
AFRM icon
625
Affirm
AFRM
$25.2B
– –
-34,993
Closed -$338K
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 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.