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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
NWE icon
626
NorthWestern Energy
NWE
$4.43B
$330K 0.01%
6,695
+304
+5% +$16.7K
AVA icon
627
Avista
AVA
$3.24B
$317K 0.01%
8,557
– –
MGEE icon
628
MGE Energy Inc
MGEE
$3.08B
$282K 0.01%
4,291
– –
HTHT icon
629
Huazhu Hotels Group
HTHT
$13B
$271K ﹤0.01%
8,077
– –
CCOI icon
630
Cogent Communications
CCOI
$508M
$267K ﹤0.01%
5,118
+95
+2% +$5.48K
ONC
631
BeOne Medicines Ltd
ONC
$39.4B
$233K ﹤0.01%
1,729
– –
XPEV icon
632
XPeng
XPEV
$11.6B
$211K ﹤0.01%
17,637
– –
UNIT
633
Uniti Group
UNIT
$2.32B
$195K ﹤0.01%
28,028
– –
VIPS icon
634
Vipshop
VIPS
$7.53B
$178K ﹤0.01%
21,191
– –
BZ icon
635
Kanzhun
BZ
$7.36B
$170K ﹤0.01%
+10,052
New +$227K
TME icon
636
Tencent Music
TME
$15.6B
$143K ﹤0.01%
35,296
– –
TAL icon
637
TAL Education Group
TAL
$6.87B
$111K ﹤0.01%
22,411
-10,040
-31% -$49.8K
BVN icon
638
Compañía de Minas Buenaventura
BVN
$8.67B
$89K ﹤0.01%
13,258
– –
LU icon
639
Lufax Holding
LU
$1.3B
$74K ﹤0.01%
7,315
-3,862
-35% -$65.9K
RLX icon
640
RLX Technology
RLX
$2.46B
$34K ﹤0.01%
32,551
– –
BIDU icon
641
Baidu
BIDU
$37.2B
– –
-12,192
Closed -$1.81M
BILI icon
642
Bilibili
BILI
$7.84B
– –
-8,287
Closed -$212K
CVNA icon
643
Carvana
CVNA
$77.9B
– –
-53,870
Closed -$243K
DQ
644
Daqo New Energy
DQ
$996M
– –
-3,161
Closed -$226K
NWN icon
645
Northwest Natural Holdings
NWN
$2.12B
– –
-4,029
Closed -$214K
PTON icon
646
Peloton Interactive
PTON
$2.49B
– –
-40,868
Closed -$375K
SCCO icon
647
Southern Copper
SCCO
$166B
– –
-4,702
Closed -$217K
HTO
648
H2O America
HTO
$2.62B
– –
-3,260
Closed -$203K
MBT
649
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
– –
-65,610
Closed –
22 23 24 25
26

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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 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.