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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
BDX icon
101
Becton Dickinson
BDX
$48.2B
$12.5M 0.21%
49,343
+736
+2% +$174K
ZTS icon
102
Zoetis
ZTS
$30B
$12.4M 0.21%
84,944
+3,225
+4% +$477K
CL icon
103
Colgate-Palmolive
CL
$74.4B
$12.1M 0.2%
153,993
+4,785
+3% +$359K
PNC icon
104
PNC Financial Services
PNC
$101B
$12.1M 0.2%
76,483
+4,635
+6% +$729K
APD icon
105
Air Products & Chemicals
APD
$67.6B
$12.1M 0.2%
39,102
+1,228
+3% +$346K
ITW icon
106
Illinois Tool Works
ITW
$84.5B
$12M 0.2%
54,553
+900
+2% +$192K
BSX icon
107
Boston Scientific
BSX
$71.5B
$12M 0.2%
259,393
+4,945
+2% +$214K
FISV
108
Fiserv Inc
FISV
$27.9B
$12M 0.2%
118,679
+10,953
+10% +$1.09M
HUM icon
109
Humana
HUM
$46.2B
$11.9M 0.2%
23,146
+1,177
+5% +$619K
MMM icon
110
3M
MMM
$94.3B
$11.8M 0.2%
117,914
– –
EQIX icon
111
Equinix
EQIX
$103B
$11.4M 0.19%
17,416
+1,277
+8% +$789K
TFC icon
112
Truist Financial
TFC
$64B
$11.4M 0.19%
264,063
+34,262
+15% +$1.5M
EMR icon
113
Emerson Electric
EMR
$88.3B
$11.2M 0.19%
116,377
+15,793
+16% +$1.42M
D icon
114
Dominion Energy
D
$59.3B
$11M 0.19%
179,914
-59,267
-25% -$3.72M
EL icon
115
Estee Lauder
EL
$32B
$11M 0.18%
44,316
+2,128
+5% +$475K
MRNA icon
116
Moderna
MRNA
$23.6B
$10.9M 0.18%
60,779
+952
+2% +$156K
ICE icon
117
Intercontinental Exchange
ICE
$84.4B
$10.9M 0.18%
105,955
+7,369
+7% +$734K
CME icon
118
CME Group
CME
$94.8B
$10.8M 0.18%
64,125
+1,453
+2% +$253K
USB icon
119
US Bancorp
USB
$99.6B
$10.7M 0.18%
245,056
+2,600
+1% +$111K
MPC icon
120
Marathon Petroleum
MPC
$83.7B
$10.7M 0.18%
91,624
-2,280
-2% -$260K
MO icon
121
Altria Group
MO
$114B
$10.6M 0.18%
231,025
+7,823
+4% +$354K
OXY icon
122
Occidental Petroleum
OXY
$55.9B
$10.5M 0.18%
166,829
+6,769
+4% +$461K
ATVI
123
DELISTED
Activision Blizzard
ATVI
$10.5M 0.18%
137,201
+1,913
+1% +$142K
SRE icon
124
Sempra
SRE
$54.8B
$10.5M 0.18%
135,542
-44,842
-25% -$3.47M
LMT icon
125
Lockheed Martin
LMT
$136B
$10.5M 0.18%
21,521
+300
+1% +$139K
3 4
5
6 7

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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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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.