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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
+9.95%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.64B
AUM Growth
+$1.04B
Cap. Flow
+$477M
Cap. Flow %
6.24%
Top 10 Hldgs %
29.21%
Holding
647
New
23
Increased
484
Reduced
92
Closed
9

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$24.4M
2
MSFT icon
Microsoft
MSFT
+$20.3M
3
NEE icon
NextEra Energy
NEE
+$14.1M
4
TSLA icon
Tesla
TSLA
+$11.7M
5
UNP icon
Union Pacific
UNP
+$10.6M

Top Sells

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$5.84M
2
BA icon
Boeing
BA
+$5.8M
3
INDA icon
iShares MSCI India ETF
INDA
+$2.76M
4
PLUG icon
Plug Power
PLUG
+$999K
5
NWL icon
Newell Brands
NWL
+$963K

Sector Composition

Rank Sector Weight
1 Technology 29.64%
2 Healthcare 13.15%
3 Financials 11.48%
4 Consumer Discretionary 11.08%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCCO icon
626
Southern Copper
SCCO
$166B
$341K ﹤0.01%
5,125
– –
HTHT icon
627
Huazhu Hotels Group
HTHT
$13B
$335K ﹤0.01%
8,639
– –
AGR
628
DELISTED
Avangrid, Inc.
AGR
$331K ﹤0.01%
+8,790
New +$345K
VIPS icon
629
Vipshop
VIPS
$7.53B
$305K ﹤0.01%
18,504
-4,259
-19% -$66.7K
TME icon
630
Tencent Music
TME
$15.6B
$277K ﹤0.01%
37,572
– –
HTO
631
H2O America
HTO
$2.62B
$267K ﹤0.01%
+3,804
New +$287K
LEGN icon
632
Legend Biotech
LEGN
$4.01B
$256K ﹤0.01%
3,712
-4,571
-55% -$299K
BZ icon
633
Kanzhun
BZ
$7.36B
$160K ﹤0.01%
10,658
– –
TAL icon
634
TAL Education Group
TAL
$6.87B
$141K ﹤0.01%
23,583
– –
UNIT
635
Uniti Group
UNIT
$2.32B
$135K ﹤0.01%
29,236
+18,747
+179% +$70.5K
IQ icon
636
iQIYI
IQ
$1.28B
$125K ﹤0.01%
23,325
– –
BVN icon
637
Compañía de Minas Buenaventura
BVN
$8.67B
$110K ﹤0.01%
14,938
– –
LU icon
638
Lufax Holding
LU
$1.3B
$44.8K ﹤0.01%
7,828
– –
ELAN icon
639
Elanco Animal Health
ELAN
$11.1B
– –
-68,483
Closed -$644K
INDA icon
640
iShares MSCI India ETF
INDA
$6.63B
– –
-70,126
Closed -$2.76M
MPT
641
Medical Properties Trust
MPT
$2.81B
– –
-110,746
Closed -$910K
NWL icon
642
Newell Brands
NWL
$2.56B
– –
-77,372
Closed -$963K
PLUG icon
643
Plug Power
PLUG
$3.04B
– –
-85,273
Closed -$999K
TCOM icon
644
Trip.com Group
TCOM
$29.1B
– –
-23,873
Closed -$899K
LSXMA
645
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
– –
-20,740
Closed -$428K
FRC
646
DELISTED
First Republic Bank
FRC
– –
-32,135
Closed -$450K
DISH
647
DELISTED
DISH Network Corp.
DISH
– –
-43,823
Closed -$409K
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 Q2 2023 Portfolio in Review

As of Q2 2023, IFM Investors held 647 positions worth $7.64B, up 16% from $6.59B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

IFM Investors deployed $477M of net new capital in Q2 2023, opening 23 new positions and adding to 484 existing holdings. Its largest new stake was Builders FirstSource: 26,570 shares worth $3.61M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 28% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Lockheed Martin, an estimated $5.84M trimmed.

  • IFM Investors's largest Q2 2023 buy was Builders FirstSource: 26,570 shares worth $3.61M.
  • IFM Investors added most to Apple in Q2 2023, an estimated $24.4M increase.
  • IFM Investors's biggest Q2 2023 reduction was Lockheed Martin, cutting an estimated $5.84M.
  • IFM Investors fully exited iShares MSCI India ETF in Q2 2023, selling an estimated $2.76M.
  • IFM Investors's ten largest holdings make up 29% of its $7.64B portfolio in Q2 2023.
  • IFM Investors opened 23 new positions and closed 9 in Q2 2023.
  • IFM Investors's portfolio value rose 16% quarter-over-quarter to $7.64B.

Based on IFM Investors's 13F filing for Q2 2023, filed 27 Jul 2023.