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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
-14.86%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$5.7B
AUM Growth
-$744M
Cap. Flow
+$374M
Cap. Flow %
6.56%
Top 10 Hldgs %
25.68%
Holding
660
New
15
Increased
427
Reduced
79
Closed
16

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$24.2M
2
MSFT icon
Microsoft
MSFT
+$20.1M
3
AMZN icon
Amazon
AMZN
+$12.5M
4
TSLA icon
Tesla
TSLA
+$10.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.59M

Top Sells

Rank Stock Value
1
T icon
AT&T
T
+$5.5M
2
CERN
Cerner Corp
CERN
+$4.14M
3
AGNC icon
AGNC Investment
AGNC
+$1.44M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$1.28M
5
UNP icon
Union Pacific
UNP
+$1.19M

Sector Composition

Rank Sector Weight
1 Technology 24.82%
2 Healthcare 14.68%
3 Financials 12.31%
4 Consumer Discretionary 10.45%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
51
IBM
IBM
$224B
$22.5M 0.39%
159,042
+5,751
+4% +$776K
NKE icon
52
Nike
NKE
$61.9B
$22.2M 0.39%
217,100
+15,858
+8% +$1.88M
SO icon
53
Southern Company
SO
$107B
$21.7M 0.38%
304,861
-8,427
-3% -$619K
AMD icon
54
Advanced Micro Devices
AMD
$789B
$21.3M 0.37%
278,493
+19,226
+7% +$1.8M
CCI icon
55
Crown Castle
CCI
$32.2B
$21M 0.37%
124,492
-2,904
-2% -$528K
CVS icon
56
CVS Health
CVS
$122B
$20.5M 0.36%
220,782
+8,626
+4% +$842K
SPGI icon
57
S&P Global
SPGI
$120B
$20.3M 0.36%
60,129
+6,027
+11% +$2.15M
ELV icon
58
Elevance Health
ELV
$85.5B
$19.9M 0.35%
41,283
+1,937
+5% +$958K
LOW icon
59
Lowe's Companies
LOW
$125B
$19.9M 0.35%
113,726
+7,102
+7% +$1.37M
COP icon
60
ConocoPhillips
COP
$141B
$19.6M 0.34%
218,674
+9,212
+4% +$949K
ORCL icon
61
Oracle
ORCL
$423B
$19.5M 0.34%
279,405
+9,829
+4% +$720K
D icon
62
Dominion Energy
D
$59.3B
$18.8M 0.33%
235,987
-2,950
-1% -$244K
PM icon
63
Philip Morris
PM
$295B
$18.7M 0.33%
189,603
+9,638
+5% +$983K
CSX icon
64
CSX Corp
CSX
$93.1B
$18.1M 0.32%
622,072
-23,254
-4% -$758K
INTU icon
65
Intuit
INTU
$89B
$17.7M 0.31%
45,807
+3,770
+9% +$1.56M
MS icon
66
Morgan Stanley
MS
$340B
$17.4M 0.31%
229,158
+11,709
+5% +$959K
GS icon
67
Goldman Sachs
GS
$303B
$16.9M 0.3%
56,839
+2,769
+5% +$862K
NOW icon
68
ServiceNow
NOW
$129B
$16.4M 0.29%
172,425
+14,075
+9% +$1.34M
CAT icon
69
Caterpillar
CAT
$387B
$16.1M 0.28%
90,325
+5,308
+6% +$1.12M
BLK icon
70
Blackrock
BLK
$176B
$15.9M 0.28%
26,094
+1,144
+5% +$745K
SCHW
71
Charles Schwab
SCHW
$187B
$15.9M 0.28%
251,465
+11,778
+5% +$812K
AXP icon
72
American Express
AXP
$230B
$15.5M 0.27%
112,065
+5,573
+5% +$921K
NSC icon
73
Norfolk Southern
NSC
$75.1B
$15.5M 0.27%
68,114
-3,705
-5% -$910K
C icon
74
Citigroup
C
$226B
$15.3M 0.27%
333,285
+15,927
+5% +$797K
SBUX icon
75
Starbucks
SBUX
$120B
$15.2M 0.27%
199,178
+19,262
+11% +$1.48M
1 2
3
4 5

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IA
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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
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NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

IFM Investors's Q2 2022 Portfolio in Review

As of Q2 2022, IFM Investors held 660 positions worth $5.7B, down 12% from $6.44B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

IFM Investors deployed $374M of net new capital in Q2 2022, opening 15 new positions and adding to 427 existing holdings. Its largest new stake was Marathon Oil Corporation: 119,893 shares worth $2.69M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was AT&T, an estimated $5.5M trimmed.

  • IFM Investors's largest Q2 2022 buy was Marathon Oil Corporation: 119,893 shares worth $2.69M.
  • IFM Investors added most to Apple in Q2 2022, an estimated $24.2M increase.
  • IFM Investors's biggest Q2 2022 reduction was AT&T, cutting an estimated $5.5M.
  • IFM Investors fully exited Cerner Corp in Q2 2022, selling an estimated $4.14M.
  • IFM Investors's ten largest holdings make up 26% of its $5.7B portfolio in Q2 2022.
  • IFM Investors opened 15 new positions and closed 16 in Q2 2022.
  • IFM Investors's portfolio value fell 12% quarter-over-quarter to $5.7B.

Based on IFM Investors's 13F filing for Q2 2022, filed 15 Jul 2022.