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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
-3.89%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$5.5B
AUM Growth
-$198M
Cap. Flow
+$105M
Cap. Flow %
1.9%
Top 10 Hldgs %
26.42%
Holding
649
New
5
Increased
341
Reduced
47
Closed
9

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$6.58M
2
AAPL icon
Apple
AAPL
+$5.97M
3
AMZN icon
Amazon
AMZN
+$4.46M
4
TSLA icon
Tesla
TSLA
+$3.14M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$2.98M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$1.81M
2
TWTR
Twitter, Inc.
TWTR
+$648K
3
PTON icon
Peloton Interactive
PTON
+$375K
4
CVX icon
Chevron
CVX
+$314K
5
CVNA icon
Carvana
CVNA
+$243K

Sector Composition

Rank Sector Weight
1 Technology 24.55%
2 Healthcare 14.69%
3 Financials 12.4%
4 Consumer Discretionary 11.46%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EL icon
126
Estee Lauder
EL
$32B
$9.11M 0.17%
42,188
+358
+0.9% +$91.4K
EW icon
127
Edwards Lifesciences
EW
$51.7B
$9.03M 0.16%
109,330
+1,686
+2% +$162K
MO icon
128
Altria Group
MO
$114B
$9.01M 0.16%
223,202
– –
SBAC icon
129
SBA Communications
SBAC
$19.5B
$8.94M 0.16%
31,405
+439
+1% +$142K
ICE icon
130
Intercontinental Exchange
ICE
$84.4B
$8.91M 0.16%
98,586
+3,581
+4% +$359K
LRCX icon
131
Lam Research
LRCX
$390B
$8.86M 0.16%
242,100
+710
+0.3% +$31.6K
APD icon
132
Air Products & Chemicals
APD
$67.6B
$8.81M 0.16%
37,874
+801
+2% +$198K
ED icon
133
Consolidated Edison
ED
$39.9B
$8.71M 0.16%
101,517
+982
+1% +$94.7K
MCK icon
134
McKesson
MCK
$101B
$8.67M 0.16%
25,511
-391
-2% -$136K
SLB icon
135
SLB Ltd
SLB
$75B
$8.66M 0.16%
241,330
+3,114
+1% +$113K
PXD
136
DELISTED
Pioneer Natural Resource Co.
PXD
$8.65M 0.16%
39,956
+347
+0.9% +$79.3K
SHW icon
137
Sherwin-Williams
SHW
$89.8B
$8.53M 0.16%
41,672
+432
+1% +$102K
PANW icon
138
Palo Alto Networks
PANW
$297B
$8.49M 0.15%
103,692
+6,264
+6% +$542K
MET icon
139
MetLife
MET
$62.1B
$8.25M 0.15%
135,699
+2,267
+2% +$145K
WEC icon
140
WEC Energy
WEC
$35.1B
$8.22M 0.15%
91,963
+1,491
+2% +$152K
LMT icon
141
Lockheed Martin
LMT
$136B
$8.2M 0.15%
21,221
+650
+3% +$271K
AWK icon
142
American Water Works
AWK
$26.9B
$8.11M 0.15%
62,329
+2,290
+4% +$345K
PEG icon
143
Public Service Enterprise Group
PEG
$37.7B
$8.09M 0.15%
143,818
+316
+0.2% +$20.3K
ORLY icon
144
O'Reilly Automotive
ORLY
$76.3B
$8.08M 0.15%
172,395
-2,415
-1% -$113K
SNPS icon
145
Synopsys
SNPS
$79.7B
$8.06M 0.15%
26,391
-208
-0.8% -$70.4K
KLAC icon
146
KLA
KLAC
$259B
$8M 0.15%
264,280
+7,120
+3% +$247K
GM icon
147
General Motors
GM
$76.8B
$7.89M 0.14%
245,976
+3,454
+1% +$127K
FIS icon
148
Fidelity National Information Services
FIS
$22.1B
$7.86M 0.14%
103,938
+2,253
+2% +$210K
GIS icon
149
General Mills
GIS
$19.7B
$7.84M 0.14%
102,399
+1,468
+1% +$112K
CDNS icon
150
Cadence Design Systems
CDNS
$93.4B
$7.84M 0.14%
47,996
+1,081
+2% +$186K
4 5
6
7 8

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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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IFM Investors's Q3 2022 Portfolio in Review

As of Q3 2022, IFM Investors held 649 positions worth $5.5B, down 3.5% from $5.7B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Trading was light in Q3 2022: portfolio turnover was 2.2%. IFM Investors opened 5 new positions and exited 9, leaving the 649-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 25% a quarter earlier, followed by Healthcare and Financials.

  • IFM Investors's largest Q3 2022 buy was Gaming and Leisure Properties: 60,276 shares worth $2.67M.
  • IFM Investors added most to Microsoft in Q3 2022, an estimated $6.58M increase.
  • IFM Investors's biggest Q3 2022 reduction was Twitter, Inc., cutting an estimated $648K.
  • IFM Investors fully exited Baidu in Q3 2022, selling an estimated $1.81M.
  • IFM Investors's ten largest holdings make up 26% of its $5.5B portfolio in Q3 2022.
  • IFM Investors opened 5 new positions and closed 9 in Q3 2022.
  • IFM Investors's portfolio value fell 3.5% quarter-over-quarter to $5.5B.

Based on IFM Investors's 13F filing for Q3 2022, filed 12 Oct 2022.