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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
NOW icon
76
ServiceNow
NOW
$129B
$17.4M 0.26%
186,715
+5,170
+3% +$450K
CVS icon
77
CVS Health
CVS
$122B
$17.3M 0.26%
233,425
+8,701
+4% +$730K
C icon
78
Citigroup
C
$226B
$17.3M 0.26%
368,352
+10,310
+3% +$506K
DUK icon
79
Duke Energy
DUK
$97.3B
$16.9M 0.26%
174,725
+2,873
+2% +$284K
MDLZ icon
80
Mondelez International
MDLZ
$79.9B
$16.8M 0.26%
241,251
+4,766
+2% +$316K
SO icon
81
Southern Company
SO
$107B
$16.7M 0.25%
240,386
+6,711
+3% +$452K
ADP icon
82
Automatic Data Processing
ADP
$108B
$16.6M 0.25%
74,541
+1,836
+3% +$414K
TJX icon
83
TJX Companies
TJX
$178B
$16.4M 0.25%
209,790
+5,131
+3% +$404K
REGN icon
84
Regeneron Pharmaceuticals
REGN
$80.8B
$16.3M 0.25%
19,856
+466
+2% +$351K
TMUS icon
85
T-Mobile US
TMUS
$190B
$16.2M 0.25%
111,647
+3,008
+3% +$436K
PYPL icon
86
PayPal
PYPL
$50.5B
$15.7M 0.24%
207,194
+3,535
+2% +$272K
PGR icon
87
Progressive
PGR
$125B
$14.9M 0.23%
104,176
+2,958
+3% +$408K
MRSH
88
Marsh
MRSH
$91.5B
$14.9M 0.23%
89,318
+2,646
+3% +$441K
VRTX icon
89
Vertex Pharmaceuticals
VRTX
$126B
$14.9M 0.23%
47,138
+1,423
+3% +$427K
TGT icon
90
Target
TGT
$68B
$14.8M 0.22%
89,367
+2,337
+3% +$384K
CI icon
91
Cigna
CI
$74.6B
$14.7M 0.22%
57,710
+903
+2% +$263K
ZTS icon
92
Zoetis
ZTS
$30B
$14.4M 0.22%
86,676
+1,732
+2% +$284K
CCI icon
93
Crown Castle
CCI
$32.2B
$14.2M 0.22%
106,150
+1,577
+2% +$218K
CSX icon
94
CSX Corp
CSX
$93.1B
$14M 0.21%
467,775
+5,272
+1% +$162K
SCHW
95
Charles Schwab
SCHW
$187B
$13.9M 0.21%
264,434
+7,761
+3% +$568K
RTX icon
96
RTX Corp
RTX
$301B
$13.8M 0.21%
141,092
-1,013
-0.7% -$99.8K
LRCX icon
97
Lam Research
LRCX
$390B
$13.6M 0.21%
257,020
+7,930
+3% +$389K
FISV
98
Fiserv Inc
FISV
$27.9B
$13.5M 0.21%
119,848
+1,169
+1% +$129K
ITW icon
99
Illinois Tool Works
ITW
$84.5B
$13.5M 0.21%
55,559
+1,006
+2% +$235K
WM icon
100
Waste Management
WM
$91B
$13.5M 0.2%
82,467
+2,043
+3% +$313K
2 3
4
5 6

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IA
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AT
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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
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GF
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Verition Fund Management
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NMO
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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.