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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
NKE icon
51
Nike
NKE
$62.3B
$26.3M 0.34%
237,978
+12,511
+6% +$1.46M
SPGI icon
52
S&P Global
SPGI
$121B
$25.9M 0.34%
64,526
+1,951
+3% +$713K
INTU icon
53
Intuit
INTU
$90.8B
$25.7M 0.34%
56,187
+5,790
+11% +$2.54M
COP icon
54
ConocoPhillips
COP
$141B
$25.1M 0.33%
242,034
+930
+0.4% +$95.6K
CAT icon
55
Caterpillar
CAT
$389B
$24.9M 0.33%
101,147
+3,717
+4% +$829K
UPS icon
56
United Parcel Service
UPS
$88.6B
$24.8M 0.32%
138,395
+9,588
+7% +$1.7M
ISRG icon
57
Intuitive Surgical
ISRG
$134B
$24.5M 0.32%
71,726
+1,735
+2% +$525K
AMAT icon
58
Applied Materials
AMAT
$427B
$24.4M 0.32%
168,811
+7,623
+5% +$954K
SO icon
59
Southern Company
SO
$107B
$24M 0.31%
340,988
+100,602
+42% +$7.21M
IBM icon
60
IBM
IBM
$221B
$23.7M 0.31%
177,050
+10,183
+6% +$1.31M
AMGN icon
61
Amgen
AMGN
$220B
$23M 0.3%
103,816
+5,565
+6% +$1.29M
NOW icon
62
ServiceNow
NOW
$130B
$22.9M 0.3%
203,500
+16,785
+9% +$1.68M
GE icon
63
GE Aerospace
GE
$386B
$22.8M 0.3%
260,107
+8,300
+3% +$672K
T icon
64
AT&T
T
$164B
$22.2M 0.29%
1,393,087
+99,950
+8% +$1.7M
PM icon
65
Philip Morris
PM
$295B
$22.2M 0.29%
227,227
+26,362
+13% +$2.52M
CSX icon
66
CSX Corp
CSX
$93.3B
$22.2M 0.29%
649,749
+181,974
+39% +$5.76M
DE icon
67
Deere & Co
DE
$169B
$22.1M 0.29%
54,658
+2,467
+5% +$943K
DUK icon
68
Duke Energy
DUK
$97.1B
$21.9M 0.29%
243,964
+69,239
+40% +$6.53M
SBUX icon
69
Starbucks
SBUX
$121B
$21.8M 0.29%
220,066
+12,898
+6% +$1.34M
PLD icon
70
Prologis
PLD
$133B
$21.6M 0.28%
176,350
+10,399
+6% +$1.28M
AXP icon
71
American Express
AXP
$230B
$21.5M 0.28%
123,571
+7,643
+7% +$1.23M
ELV icon
72
Elevance Health
ELV
$85.1B
$21.5M 0.28%
48,359
+2,161
+5% +$997K
MS icon
73
Morgan Stanley
MS
$338B
$21.4M 0.28%
250,719
+8,694
+4% +$744K
BKNG icon
74
Booking.com
BKNG
$161B
$21.1M 0.28%
195,525
+6,575
+3% +$695K
GS icon
75
Goldman Sachs
GS
$303B
$21M 0.27%
65,044
+3,803
+6% +$1.25M
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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.