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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
AVA icon
626
Avista
AVA
$3.24B
– –
-8,557
Closed -$317K
AWR icon
627
American States Water
AWR
$3.46B
– –
-4,345
Closed -$339K
CABO icon
628
Cable One
CABO
$212M
– –
-868
Closed -$740K
CCOI icon
629
Cogent Communications
CCOI
$508M
– –
-5,118
Closed -$267K
CWT icon
630
California Water Service
CWT
$3.12B
– –
-6,444
Closed -$340K
GWRE icon
631
Guidewire Software
GWRE
$14.2B
– –
-13,807
Closed -$850K
PPLI
632
People Inc
PPLI
$3.1B
– –
-14,481
Closed -$658K
LI icon
633
Li Auto
LI
$12.7B
– –
-24,891
Closed -$573K
LYFT icon
634
Lyft
LYFT
$6.63B
– –
-40,321
Closed -$531K
MGEE icon
635
MGE Energy Inc
MGEE
$3.08B
– –
-4,291
Closed -$282K
NWE icon
636
NorthWestern Energy
NWE
$4.43B
– –
-6,695
Closed -$330K
OGS icon
637
ONE Gas
OGS
$5.04B
– –
-6,351
Closed -$447K
POR icon
638
Portland General Electric
POR
$5.77B
– –
-10,601
Closed -$461K
RLX icon
639
RLX Technology
RLX
$2.46B
– –
-32,551
Closed -$34K
RNG icon
640
RingCentral
RNG
$5.28B
– –
-11,697
Closed -$467K
SR icon
641
Spire
SR
$4.85B
– –
-6,054
Closed -$377K
TDOC icon
642
Teladoc Health
TDOC
$1.3B
– –
-20,987
Closed -$532K
UHAL icon
643
U-Haul Holding Co
UHAL
$14.6B
– –
-12,410
Closed -$632K
VNO icon
644
Vornado Realty Trust
VNO
$7.38B
– –
-25,695
Closed -$595K
W icon
645
Wayfair
W
$14.6B
– –
-11,365
Closed -$370K
XPEV icon
646
XPeng
XPEV
$11.6B
– –
-17,637
Closed -$211K
TXNM
647
TXNM Energy Inc
TXNM
$5.94B
– –
-10,083
Closed -$461K
ONC
648
BeOne Medicines Ltd
ONC
$39.4B
– –
-1,729
Closed -$233K
AGR
649
DELISTED
Avangrid, Inc.
AGR
– –
-8,421
Closed -$351K
COUP
650
DELISTED
Coupa Software Incorporated
COUP
– –
-11,017
Closed -$648K
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 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.