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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
ELV icon
51
Elevance Health
ELV
$85.5B
$23.1M 0.39%
45,065
+2,940
+7% +$1.49M
IBM icon
52
IBM
IBM
$224B
$22.9M 0.38%
162,395
+1,714
+1% +$236K
CAT icon
53
Caterpillar
CAT
$387B
$22.9M 0.38%
95,464
+3,403
+4% +$741K
QCOM icon
54
Qualcomm
QCOM
$176B
$22.7M 0.38%
206,282
+12,402
+6% +$1.45M
DE icon
55
Deere & Co
DE
$168B
$22M 0.37%
51,345
+724
+1% +$294K
UPS icon
56
United Parcel Service
UPS
$88.9B
$21.7M 0.37%
125,038
+700
+0.6% +$121K
AMT icon
57
American Tower
AMT
$80.4B
$21.4M 0.36%
101,085
-33,220
-25% -$6.91M
SCHW
58
Charles Schwab
SCHW
$187B
$21.4M 0.36%
256,673
+3,759
+1% +$292K
CVS icon
59
CVS Health
CVS
$122B
$20.9M 0.35%
224,724
+1,166
+0.5% +$113K
GILD icon
60
Gilead Sciences
GILD
$165B
$20.9M 0.35%
243,265
+20,685
+9% +$1.64M
SPGI icon
61
S&P Global
SPGI
$120B
$20.7M 0.35%
61,832
+1,703
+3% +$561K
GS icon
62
Goldman Sachs
GS
$303B
$20.6M 0.35%
59,859
+600
+1% +$209K
MS icon
63
Morgan Stanley
MS
$340B
$20.2M 0.34%
237,982
+5,736
+2% +$489K
SBUX icon
64
Starbucks
SBUX
$120B
$20M 0.34%
201,944
+2,766
+1% +$261K
PM icon
65
Philip Morris
PM
$295B
$19.5M 0.33%
192,331
+2,728
+1% +$257K
INTC icon
66
Intel
INTC
$513B
$19.2M 0.32%
727,113
+24,209
+3% +$672K
INTU icon
67
Intuit
INTU
$89B
$19.1M 0.32%
49,183
+2,611
+6% +$1.04M
AMD icon
68
Advanced Micro Devices
AMD
$789B
$19.1M 0.32%
295,097
+12,517
+4% +$826K
BLK icon
69
Blackrock
BLK
$176B
$19M 0.32%
26,807
+300
+1% +$200K
CI icon
70
Cigna
CI
$74.6B
$18.8M 0.32%
56,807
+1,263
+2% +$400K
ISRG icon
71
Intuitive Surgical
ISRG
$134B
$18.2M 0.31%
68,707
+3,867
+6% +$943K
PLD icon
72
Prologis
PLD
$133B
$18.2M 0.31%
161,504
+35,230
+28% +$3.9M
DUK icon
73
Duke Energy
DUK
$97.3B
$17.7M 0.3%
171,852
-52,686
-23% -$5.06M
ADP icon
74
Automatic Data Processing
ADP
$108B
$17.4M 0.29%
72,705
+600
+0.8% +$147K
SO icon
75
Southern Company
SO
$107B
$16.7M 0.28%
233,675
-74,351
-24% -$4.97M
1 2
3
4 5

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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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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.