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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
AXP icon
76
American Express
AXP
$230B
$16.7M 0.28%
112,831
– –
GE icon
77
GE Aerospace
GE
$384B
$16.4M 0.28%
314,947
+2,434
+0.8% +$120K
TJX icon
78
TJX Companies
TJX
$178B
$16.3M 0.27%
204,659
– –
C icon
79
Citigroup
C
$226B
$16.2M 0.27%
358,042
+21,399
+6% +$972K
MDLZ icon
80
Mondelez International
MDLZ
$79.9B
$15.8M 0.26%
236,485
– –
ADI icon
81
Analog Devices
ADI
$190B
$15.6M 0.26%
95,021
+3,301
+4% +$515K
AMAT icon
82
Applied Materials
AMAT
$428B
$15.3M 0.26%
156,623
+3,208
+2% +$308K
TMUS icon
83
T-Mobile US
TMUS
$190B
$15.2M 0.26%
108,639
+900
+0.8% +$129K
SYK icon
84
Stryker
SYK
$130B
$15.1M 0.25%
61,950
+3,494
+6% +$793K
BKNG icon
85
Booking.com
BKNG
$161B
$15M 0.25%
186,550
+8,825
+5% +$670K
PYPL icon
86
PayPal
PYPL
$50.5B
$14.5M 0.24%
203,659
+10,516
+5% +$842K
MRSH
87
Marsh
MRSH
$91.5B
$14.3M 0.24%
86,672
+800
+0.9% +$131K
RTX icon
88
RTX Corp
RTX
$301B
$14.3M 0.24%
142,105
+6,454
+5% +$607K
CSX icon
89
CSX Corp
CSX
$93.1B
$14.3M 0.24%
462,503
-160,197
-26% -$4.82M
CCI icon
90
Crown Castle
CCI
$32.2B
$14.2M 0.24%
104,573
-21,882
-17% -$2.96M
SLB icon
91
SLB Ltd
SLB
$75B
$14.1M 0.24%
264,401
+23,071
+10% +$1.15M
NOW icon
92
ServiceNow
NOW
$129B
$14.1M 0.24%
181,545
+3,380
+2% +$264K
EOG icon
93
EOG Resources
EOG
$70.7B
$14M 0.24%
108,085
+8,374
+8% +$1.11M
REGN icon
94
Regeneron Pharmaceuticals
REGN
$80.8B
$14M 0.23%
19,390
+501
+3% +$370K
HON icon
95
Honeywell
HON
$78B
$13.5M 0.23%
66,603
+742
+1% +$142K
NSC icon
96
Norfolk Southern
NSC
$75.1B
$13.4M 0.23%
54,471
-13,994
-20% -$3.31M
VRTX icon
97
Vertex Pharmaceuticals
VRTX
$126B
$13.2M 0.22%
45,715
+1,184
+3% +$361K
PGR icon
98
Progressive
PGR
$125B
$13.1M 0.22%
101,218
+1,674
+2% +$212K
TGT icon
99
Target
TGT
$68B
$13M 0.22%
87,030
+5,300
+6% +$832K
WM icon
100
Waste Management
WM
$91B
$12.6M 0.21%
80,424
+5,537
+7% +$891K
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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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.