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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
BSX icon
101
Boston Scientific
BSX
$71.5B
$13.3M 0.2%
265,888
+6,495
+3% +$306K
SLB icon
102
SLB Ltd
SLB
$75B
$13.3M 0.2%
270,918
+6,517
+2% +$346K
EQIX icon
103
Equinix
EQIX
$103B
$12.9M 0.2%
17,854
+438
+3% +$308K
EOG icon
104
EOG Resources
EOG
$70.7B
$12.9M 0.2%
112,303
+4,218
+4% +$511K
CME icon
105
CME Group
CME
$94.8B
$12.7M 0.19%
66,098
+1,973
+3% +$357K
MU icon
106
Micron Technology
MU
$991B
$12.6M 0.19%
208,804
+3,370
+2% +$197K
BDX icon
107
Becton Dickinson
BDX
$48.2B
$12.6M 0.19%
50,716
+1,373
+3% +$336K
HON icon
108
Honeywell
HON
$78B
$12.4M 0.19%
68,601
+1,998
+3% +$376K
ATVI
109
DELISTED
Activision Blizzard
ATVI
$12.1M 0.18%
141,621
+4,420
+3% +$343K
NSC icon
110
Norfolk Southern
NSC
$75.1B
$11.8M 0.18%
55,559
+1,088
+2% +$252K
APD icon
111
Air Products & Chemicals
APD
$67.6B
$11.7M 0.18%
40,665
+1,563
+4% +$456K
PANW icon
112
Palo Alto Networks
PANW
$297B
$11.6M 0.18%
116,220
+5,136
+5% +$435K
HUM icon
113
Humana
HUM
$46.2B
$11.5M 0.17%
23,707
+561
+2% +$277K
BA icon
114
Boeing
BA
$185B
$11.5M 0.17%
53,968
+361
+0.7% +$75K
CL icon
115
Colgate-Palmolive
CL
$74.4B
$11.5M 0.17%
152,369
-1,624
-1% -$121K
ICE icon
116
Intercontinental Exchange
ICE
$84.4B
$11.3M 0.17%
108,748
+2,793
+3% +$291K
MPC icon
117
Marathon Petroleum
MPC
$83.7B
$11.2M 0.17%
83,348
-8,276
-9% -$1.04M
EL icon
118
Estee Lauder
EL
$32B
$11.2M 0.17%
45,407
+1,091
+2% +$277K
MO icon
119
Altria Group
MO
$114B
$11.2M 0.17%
250,406
+19,381
+8% +$891K
CDNS icon
120
Cadence Design Systems
CDNS
$93.4B
$11.2M 0.17%
53,075
+1,406
+3% +$266K
SNPS icon
121
Synopsys
SNPS
$79.7B
$11.1M 0.17%
28,756
+745
+3% +$266K
BX icon
122
Blackstone
BX
$110B
$11.1M 0.17%
126,156
+3,573
+3% +$316K
HCA icon
123
HCA Healthcare
HCA
$89.5B
$11M 0.17%
41,720
-435
-1% -$110K
MELI icon
124
Mercado Libre
MELI
$92.3B
$11M 0.17%
8,314
+227
+3% +$258K
KLAC icon
125
KLA
KLAC
$259B
$10.8M 0.16%
271,380
+890
+0.3% +$35.1K
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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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.