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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
ADP icon
76
Automatic Data Processing
ADP
$108B
$15.1M 0.27%
72,058
+5,124
+8% +$1.12M
DE icon
77
Deere & Co
DE
$168B
$15M 0.26%
49,943
+3,617
+8% +$1.33M
PLD icon
78
Prologis
PLD
$133B
$14.6M 0.26%
124,488
+9,905
+9% +$1.37M
CI icon
79
Cigna
CI
$74.6B
$14.5M 0.25%
55,087
+2,487
+5% +$641K
MDLZ icon
80
Mondelez International
MDLZ
$79.9B
$14.4M 0.25%
232,608
+13,292
+6% +$840K
TMUS icon
81
T-Mobile US
TMUS
$190B
$14.3M 0.25%
106,038
+7,989
+8% +$1.04M
AEP icon
82
American Electric Power
AEP
$68.4B
$13.9M 0.24%
144,557
-1,272
-0.9% -$126K
AMAT icon
83
Applied Materials
AMAT
$428B
$13.8M 0.24%
152,114
+10,665
+8% +$1.17M
GILD icon
84
Gilead Sciences
GILD
$165B
$13.8M 0.24%
222,904
+17,215
+8% +$1.07M
ZTS icon
85
Zoetis
ZTS
$30B
$13.8M 0.24%
80,068
+6,422
+9% +$1.11M
SRE icon
86
Sempra
SRE
$54.8B
$13.5M 0.24%
179,090
-8,226
-4% -$660K
MRSH
87
Marsh
MRSH
$91.5B
$13.3M 0.23%
85,872
+4,458
+5% +$714K
ADI icon
88
Analog Devices
ADI
$190B
$13.3M 0.23%
91,233
+3,935
+5% +$619K
PYPL icon
89
PayPal
PYPL
$50.5B
$13.3M 0.23%
190,473
+13,611
+8% +$1.18M
NFLX icon
90
Netflix
NFLX
$309B
$13.2M 0.23%
756,850
+58,230
+8% +$1.29M
RTX icon
91
RTX Corp
RTX
$301B
$12.7M 0.22%
132,360
+6,749
+5% +$649K
MMM icon
92
3M
MMM
$94.3B
$12.6M 0.22%
116,585
+6,485
+6% +$784K
ISRG icon
93
Intuitive Surgical
ISRG
$134B
$12.6M 0.22%
62,579
+2,391
+4% +$561K
CME icon
94
CME Group
CME
$94.8B
$12.5M 0.22%
61,066
+4,139
+7% +$877K
VRTX icon
95
Vertex Pharmaceuticals
VRTX
$126B
$12.4M 0.22%
43,930
+2,199
+5% +$589K
BKNG icon
96
Booking.com
BKNG
$161B
$12.3M 0.22%
175,450
+12,075
+7% +$1.03M
GE icon
97
GE Aerospace
GE
$384B
$12M 0.21%
302,141
+24,161
+9% +$1.17M
BDX icon
98
Becton Dickinson
BDX
$48.2B
$11.8M 0.21%
47,938
+1,289
+3% +$327K
CL icon
99
Colgate-Palmolive
CL
$74.4B
$11.6M 0.2%
145,129
+11,864
+9% +$928K
PGR icon
100
Progressive
PGR
$125B
$11.6M 0.2%
99,544
+5,698
+6% +$646K
2 3
4
5 6

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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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Verition Fund Management
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NMO
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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.