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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
DUK icon
51
Duke Energy
DUK
$97.3B
$20.9M 0.38%
224,538
+591
+0.3% +$63.5K
UPS icon
52
United Parcel Service
UPS
$88.9B
$20.1M 0.37%
124,338
+983
+0.8% +$186K
ELV icon
53
Elevance Health
ELV
$85.5B
$19.1M 0.35%
42,125
+842
+2% +$403K
IBM icon
54
IBM
IBM
$224B
$19.1M 0.35%
160,681
+1,639
+1% +$215K
T icon
55
AT&T
T
$163B
$18.8M 0.34%
1,228,269
+14,932
+1% +$272K
SPGI icon
56
S&P Global
SPGI
$120B
$18.4M 0.33%
60,129
– –
MS icon
57
Morgan Stanley
MS
$340B
$18.4M 0.33%
232,246
+3,088
+1% +$260K
CCI icon
58
Crown Castle
CCI
$32.2B
$18.3M 0.33%
126,455
+1,963
+2% +$336K
SCHW
59
Charles Schwab
SCHW
$187B
$18.2M 0.33%
252,914
+1,449
+0.6% +$101K
NFLX icon
60
Netflix
NFLX
$309B
$18.2M 0.33%
771,020
+14,170
+2% +$315K
INTC icon
61
Intel
INTC
$513B
$18.1M 0.33%
702,904
+11,743
+2% +$400K
NKE icon
62
Nike
NKE
$61.9B
$18M 0.33%
217,100
– –
INTU icon
63
Intuit
INTU
$89B
$18M 0.33%
46,572
+765
+2% +$330K
AMD icon
64
Advanced Micro Devices
AMD
$789B
$17.9M 0.33%
282,580
+4,087
+1% +$348K
GS icon
65
Goldman Sachs
GS
$303B
$17.4M 0.32%
59,259
+2,420
+4% +$784K
ORCL icon
66
Oracle
ORCL
$423B
$17.2M 0.31%
281,854
+2,449
+0.9% +$179K
DE icon
67
Deere & Co
DE
$168B
$16.9M 0.31%
50,621
+678
+1% +$232K
SBUX icon
68
Starbucks
SBUX
$120B
$16.8M 0.31%
199,178
– –
PYPL icon
69
PayPal
PYPL
$50.5B
$16.6M 0.3%
193,143
+2,670
+1% +$237K
CSX icon
70
CSX Corp
CSX
$93.1B
$16.6M 0.3%
622,700
+628
+0.1% +$19.5K
D icon
71
Dominion Energy
D
$59.3B
$16.5M 0.3%
239,181
+3,194
+1% +$258K
ADP icon
72
Automatic Data Processing
ADP
$108B
$16.3M 0.3%
72,105
+47
+0.1% +$11.1K
PM icon
73
Philip Morris
PM
$295B
$15.7M 0.29%
189,603
– –
CI icon
74
Cigna
CI
$74.6B
$15.4M 0.28%
55,544
+457
+0.8% +$129K
AXP icon
75
American Express
AXP
$230B
$15.2M 0.28%
112,831
+766
+0.7% +$116K
1 2
3
4 5

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 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.