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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
CAT icon
76
Caterpillar
CAT
$387B
$15.1M 0.27%
92,061
+1,736
+2% +$317K
BLK icon
77
Blackrock
BLK
$176B
$14.6M 0.27%
26,507
+413
+2% +$270K
TMUS icon
78
T-Mobile US
TMUS
$190B
$14.5M 0.26%
107,739
+1,701
+2% +$239K
NSC icon
79
Norfolk Southern
NSC
$75.1B
$14.4M 0.26%
68,465
+351
+0.5% +$84.4K
C icon
80
Citigroup
C
$226B
$14M 0.25%
336,643
+3,358
+1% +$166K
GILD icon
81
Gilead Sciences
GILD
$165B
$13.7M 0.25%
222,580
-324
-0.1% -$20.4K
SRE icon
82
Sempra
SRE
$54.8B
$13.5M 0.25%
180,384
+1,294
+0.7% +$105K
NOW icon
83
ServiceNow
NOW
$129B
$13.5M 0.24%
178,165
+5,740
+3% +$517K
REGN icon
84
Regeneron Pharmaceuticals
REGN
$80.8B
$13M 0.24%
18,889
+376
+2% +$237K
MDLZ icon
85
Mondelez International
MDLZ
$79.9B
$13M 0.24%
236,485
+3,877
+2% +$241K
VRTX icon
86
Vertex Pharmaceuticals
VRTX
$126B
$12.9M 0.23%
44,531
+601
+1% +$173K
PLD icon
87
Prologis
PLD
$133B
$12.8M 0.23%
126,274
+1,786
+1% +$222K
MRSH
88
Marsh
MRSH
$91.5B
$12.8M 0.23%
85,872
– –
ADI icon
89
Analog Devices
ADI
$190B
$12.8M 0.23%
91,720
+487
+0.5% +$77K
TJX icon
90
TJX Companies
TJX
$178B
$12.7M 0.23%
204,659
– –
AEP icon
91
American Electric Power
AEP
$68.4B
$12.6M 0.23%
146,315
+1,758
+1% +$174K
AMAT icon
92
Applied Materials
AMAT
$428B
$12.6M 0.23%
153,415
+1,301
+0.9% +$125K
ISRG icon
93
Intuitive Surgical
ISRG
$134B
$12.2M 0.22%
64,840
+2,261
+4% +$486K
TGT icon
94
Target
TGT
$68B
$12.1M 0.22%
81,730
+203
+0.2% +$32.5K
ZTS icon
95
Zoetis
ZTS
$30B
$12.1M 0.22%
81,719
+1,651
+2% +$276K
GE icon
96
GE Aerospace
GE
$384B
$12.1M 0.22%
312,513
+10,372
+3% +$456K
WM icon
97
Waste Management
WM
$91B
$12M 0.22%
74,887
+2,338
+3% +$386K
SYK icon
98
Stryker
SYK
$130B
$11.8M 0.22%
58,456
+1,058
+2% +$223K
BKNG icon
99
Booking.com
BKNG
$161B
$11.7M 0.21%
177,725
+2,275
+1% +$171K
PGR icon
100
Progressive
PGR
$125B
$11.6M 0.21%
99,544
– –
2 3
4
5 6

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UM
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FCAS
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RFC
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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.