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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
+10.9%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$6.59B
AUM Growth
+$638M
Cap. Flow
+$191M
Cap. Flow %
2.9%
Top 10 Hldgs %
26.64%
Holding
632
New
10
Increased
573
Reduced
40
Closed
8

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$11.1M
2
AAPL icon
Apple
AAPL
+$9.41M
3
AMZN icon
Amazon
AMZN
+$5.94M
4
TEAM icon
Atlassian
TEAM
+$4.8M
5
GEHC icon
GE HealthCare
GEHC
+$4.79M

Top Sells

Rank Stock Value
1
GE icon
GE Aerospace
GE
+$4.22M
2
SIVB
SVB Financial Group
SIVB
+$2.5M
3
OXY icon
Occidental Petroleum
OXY
+$1.75M
4
SBNY
Signature Bank
SBNY
+$1.41M
5
LNC icon
Lincoln National
LNC
+$1.09M

Sector Composition

Rank Sector Weight
1 Technology 27.82%
2 Healthcare 14.26%
3 Financials 12.04%
4 Consumer Discretionary 10.63%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
51
Intel
INTC
$513B
$24.7M 0.37%
756,323
+29,210
+4% +$828K
COP icon
52
ConocoPhillips
COP
$141B
$23.9M 0.36%
241,104
+4,592
+2% +$502K
AMGN icon
53
Amgen
AMGN
$222B
$23.8M 0.36%
98,251
+2,496
+3% +$613K
LOW icon
54
Lowe's Companies
LOW
$125B
$23.1M 0.35%
115,337
-723
-0.6% -$147K
INTU icon
55
Intuit
INTU
$89B
$22.5M 0.34%
50,397
+1,214
+2% +$498K
CAT icon
56
Caterpillar
CAT
$387B
$22.3M 0.34%
97,430
+1,966
+2% +$475K
IBM icon
57
IBM
IBM
$224B
$21.9M 0.33%
166,867
+4,472
+3% +$598K
SPGI icon
58
S&P Global
SPGI
$120B
$21.6M 0.33%
62,575
+743
+1% +$261K
SBUX icon
59
Starbucks
SBUX
$120B
$21.6M 0.33%
207,168
+5,224
+3% +$544K
DE icon
60
Deere & Co
DE
$168B
$21.5M 0.33%
52,191
+846
+2% +$350K
MS icon
61
Morgan Stanley
MS
$340B
$21.2M 0.32%
242,025
+4,043
+2% +$377K
ELV icon
62
Elevance Health
ELV
$85.5B
$21.2M 0.32%
46,198
+1,133
+3% +$539K
AMT icon
63
American Tower
AMT
$80.4B
$21M 0.32%
102,961
+1,876
+2% +$394K
GILD icon
64
Gilead Sciences
GILD
$165B
$20.8M 0.31%
250,172
+6,907
+3% +$572K
PLD icon
65
Prologis
PLD
$133B
$20.7M 0.31%
165,951
+4,447
+3% +$547K
BKNG icon
66
Booking.com
BKNG
$161B
$20M 0.3%
188,950
+2,400
+1% +$234K
GS icon
67
Goldman Sachs
GS
$303B
$20M 0.3%
61,241
+1,382
+2% +$481K
AMAT icon
68
Applied Materials
AMAT
$428B
$19.8M 0.3%
161,188
+4,565
+3% +$524K
PM icon
69
Philip Morris
PM
$295B
$19.5M 0.3%
200,865
+8,534
+4% +$850K
GE icon
70
GE Aerospace
GE
$384B
$19.2M 0.29%
251,807
-63,140
-20% -$4.22M
ADI icon
71
Analog Devices
ADI
$190B
$19.2M 0.29%
97,220
+2,199
+2% +$394K
AXP icon
72
American Express
AXP
$230B
$19.1M 0.29%
115,928
+3,097
+3% +$514K
BLK icon
73
Blackrock
BLK
$176B
$18.4M 0.28%
27,454
+647
+2% +$456K
SYK icon
74
Stryker
SYK
$130B
$18.2M 0.28%
63,710
+1,760
+3% +$467K
ISRG icon
75
Intuitive Surgical
ISRG
$134B
$17.9M 0.27%
69,991
+1,284
+2% +$316K
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 Q1 2023 Portfolio in Review

As of Q1 2023, IFM Investors held 632 positions worth $6.59B, up 11% from $5.95B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Trading was light in Q1 2023: portfolio turnover was 2.8%. IFM Investors opened 10 new positions and exited 8, leaving the 632-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 24% a quarter earlier, followed by Healthcare and Financials.

  • IFM Investors's largest Q1 2023 buy was Atlassian: 30,070 shares worth $5.15M.
  • IFM Investors added most to Microsoft in Q1 2023, an estimated $11.1M increase.
  • IFM Investors's biggest Q1 2023 reduction was GE Aerospace, cutting an estimated $4.22M.
  • IFM Investors fully exited SVB Financial Group in Q1 2023, selling an estimated $2.5M.
  • IFM Investors's ten largest holdings make up 27% of its $6.59B portfolio in Q1 2023.
  • IFM Investors opened 10 new positions and closed 8 in Q1 2023.
  • IFM Investors's portfolio value rose 11% quarter-over-quarter to $6.59B.

Based on IFM Investors's 13F filing for Q1 2023, filed 11 May 2023.