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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
(+16%)
Cap. Flow
+$477M
Cap. Flow
% of AUM
6.24%
Top 10 Holdings %
Top 10 Hldgs %
29.21%
Holding
647
New
23
Increased
484
Reduced
92
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$24.4M |
| 2 |
Microsoft
MSFT
|
+$20.3M |
| 3 |
NextEra Energy
NEE
|
+$14.1M |
| 4 |
Tesla
TSLA
|
+$11.7M |
| 5 |
Union Pacific
UNP
|
+$10.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lockheed Martin
LMT
|
+$5.84M |
| 2 |
Boeing
BA
|
+$5.8M |
| 3 |
iShares MSCI India ETF
INDA
|
+$2.76M |
| 4 |
Plug Power
PLUG
|
+$999K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Stryker
SYK
$130B
| $20.7M | 0.27% |
67,807
+4,097
| +6% | +$1.18M |
|
77
Gilead Sciences
GILD
$165B
| $20.3M | 0.27% |
263,646
+13,474
| +5% | +$1.07M |
|
78
Blackrock
BLK
$176B
| $20.1M | 0.26% |
29,020
+1,566
| +6% | +$1.05M |
|
79
Analog Devices
ADI
$190B
| $19.8M | 0.26% |
101,543
+4,323
| +4% | +$801K |
|
80
Mondelez International
MDLZ
$79.9B
| $18.9M | 0.25% |
258,655
+17,404
| +7% | +$1.29M |
|
81
TJX Companies
TJX
$178B
| $18.5M | 0.24% |
218,657
+8,867
| +4% | +$699K |
|
82
Vertex Pharmaceuticals
VRTX
$126B
| $18M | 0.24% |
51,240
+4,102
| +9% | +$1.38M |
|
83
Citigroup
C
$226B
| $17.9M | 0.23% |
388,018
+19,666
| +5% | +$921K |
|
|
MRSH
84
Marsh
MRSH
$91.5B
| $17.8M | 0.23% |
94,554
+5,236
| +6% | +$929K |
|
85
Automatic Data Processing
ADP
$108B
| $17.6M | 0.23% |
79,994
+5,453
| +7% | +$1.18M |
|
86
Lam Research
LRCX
$390B
| $17.5M | 0.23% |
272,390
+15,370
| +6% | +$866K |
|
87
CVS Health
CVS
$122B
| $17.1M | 0.22% |
247,902
+14,477
| +6% | +$1.03M |
|
88
Norfolk Southern
NSC
$75.1B
| $16.9M | 0.22% |
74,325
+18,766
| +34% | +$3.99M |
|
89
Crown Castle
CCI
$32.2B
| $16.6M | 0.22% |
146,018
+39,868
| +38% | +$4.75M |
|
90
Cigna
CI
$74.6B
| $16.5M | 0.22% |
58,960
+1,250
| +2% | +$326K |
|
|
SCHW
91
Charles Schwab
SCHW
$187B
| $16.5M | 0.22% |
291,426
+26,992
| +10% | +$1.41M |
|
92
T-Mobile US
TMUS
$190B
| $16.1M | 0.21% |
116,039
+4,392
| +4% | +$616K |
|
93
Palo Alto Networks
PANW
$297B
| $15.6M | 0.2% |
122,126
+5,906
| +5% | +$615K |
|
94
Zoetis
ZTS
$30.5B
| $15.6M | 0.2% |
90,520
+3,844
| +4% | +$665K |
|
|
FISV
95
Fiserv Inc
FISV
$27.9B
| $15.5M | 0.2% |
123,212
+3,364
| +3% | +$396K |
|
96
Boston Scientific
BSX
$71.5B
| $15.5M | 0.2% |
286,057
+20,169
| +8% | +$1.05M |
|
97
Regeneron Pharmaceuticals
REGN
$80.8B
| $15M | 0.2% |
20,901
+1,045
| +5% | +$806K |
|
98
Equinix
EQIX
$103B
| $15M | 0.2% |
19,141
+1,287
| +7% | +$942K |
|
99
Uber
UBER
$153B
| $14.8M | 0.19% |
343,924
+83,114
| +32% | +$3.09M |
|
100
Progressive
PGR
$125B
| $14.7M | 0.19% |
110,763
+6,587
| +6% | +$883K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
NMO
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.