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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
XEL icon
101
Xcel Energy
XEL
$48.8B
$11.6M 0.2%
163,309
-2,745
-2% -$200K
TGT icon
102
Target
TGT
$68B
$11.5M 0.2%
81,527
+4,901
+6% +$940K
TJX icon
103
TJX Companies
TJX
$178B
$11.4M 0.2%
204,659
+17,063
+9% +$1.03M
SYK icon
104
Stryker
SYK
$130B
$11.4M 0.2%
57,398
+4,883
+9% +$1.15M
PNC icon
105
PNC Financial Services
PNC
$101B
$11.2M 0.2%
70,837
+3,463
+5% +$580K
WM icon
106
Waste Management
WM
$91B
$11.1M 0.19%
72,549
+2,151
+3% +$337K
REGN icon
107
Regeneron Pharmaceuticals
REGN
$80.8B
$10.9M 0.19%
18,513
+1,104
+6% +$718K
BX icon
108
Blackstone
BX
$110B
$10.9M 0.19%
119,701
+12,217
+11% +$1.32M
EOG icon
109
EOG Resources
EOG
$70.7B
$10.9M 0.19%
98,526
+7,418
+8% +$921K
USB icon
110
US Bancorp
USB
$99.6B
$10.9M 0.19%
236,019
+16,199
+7% +$809K
TFC icon
111
Truist Financial
TFC
$64B
$10.7M 0.19%
226,335
+15,320
+7% +$756K
WMB icon
112
Williams Companies
WMB
$86.1B
$10.7M 0.19%
343,369
+3,331
+1% +$115K
EL icon
113
Estee Lauder
EL
$32B
$10.7M 0.19%
41,830
+5,379
+15% +$1.36M
MU icon
114
Micron Technology
MU
$991B
$10.5M 0.18%
190,720
+12,956
+7% +$880K
HON icon
115
Honeywell
HON
$78B
$10.5M 0.18%
64,341
+3,239
+5% +$582K
EQIX icon
116
Equinix
EQIX
$103B
$10.4M 0.18%
15,900
+1,489
+10% +$1.03M
ATVI
117
DELISTED
Activision Blizzard
ATVI
$10.4M 0.18%
133,192
+10,071
+8% +$783K
LRCX icon
118
Lam Research
LRCX
$390B
$10.3M 0.18%
241,390
+18,460
+8% +$879K
EW icon
119
Edwards Lifesciences
EW
$51.7B
$10.2M 0.18%
107,644
+5,084
+5% +$526K
HUM icon
120
Humana
HUM
$46.2B
$10.2M 0.18%
21,712
+688
+3% +$306K
FDX icon
121
FedEx
FDX
$75.4B
$9.92M 0.17%
43,770
+4,171
+11% +$890K
SBAC icon
122
SBA Communications
SBAC
$19.5B
$9.91M 0.17%
30,966
-63
-0.2% -$21.2K
DG icon
123
Dollar General
DG
$27.9B
$9.7M 0.17%
39,503
+3,962
+11% +$925K
ITW icon
124
Illinois Tool Works
ITW
$84.5B
$9.62M 0.17%
52,777
+3,560
+7% +$712K
KMI icon
125
Kinder Morgan
KMI
$68.7B
$9.61M 0.17%
573,641
+16,764
+3% +$314K
3 4
5
6 7

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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
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
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.