We are live on ! Find out more
II

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
LRCX icon
126
Lam Research
LRCX
$390B
$10.5M 0.18%
249,090
+6,990
+3% +$292K
AEP icon
127
American Electric Power
AEP
$68.4B
$10.3M 0.17%
108,243
-38,072
-26% -$3.47M
MU icon
128
Micron Technology
MU
$991B
$10.3M 0.17%
205,434
+11,758
+6% +$643K
PXD
129
DELISTED
Pioneer Natural Resource Co.
PXD
$10.2M 0.17%
44,716
+4,760
+12% +$1.16M
BA icon
130
Boeing
BA
$185B
$10.2M 0.17%
53,607
+2,060
+4% +$337K
KLAC icon
131
KLA
KLAC
$259B
$10.2M 0.17%
270,490
+6,210
+2% +$216K
SHW icon
132
Sherwin-Williams
SHW
$89.8B
$10.1M 0.17%
42,623
+951
+2% +$220K
HCA icon
133
HCA Healthcare
HCA
$89.5B
$10.1M 0.17%
42,155
-25
-0.1% -$5.6K
MET icon
134
MetLife
MET
$62.1B
$10.1M 0.17%
139,090
+3,391
+2% +$243K
DG icon
135
Dollar General
DG
$27.9B
$9.86M 0.17%
40,022
+519
+1% +$128K
ORLY icon
136
O'Reilly Automotive
ORLY
$76.3B
$9.7M 0.16%
172,395
– –
MCK icon
137
McKesson
MCK
$101B
$9.57M 0.16%
25,511
– –
AIG icon
138
American International
AIG
$41.3B
$9.36M 0.16%
147,977
– –
FCX icon
139
Freeport-McMoran
FCX
$97.5B
$9.32M 0.16%
245,146
– –
XEL icon
140
Xcel Energy
XEL
$48.8B
$9.13M 0.15%
130,233
-33,730
-21% -$2.24M
BX icon
141
Blackstone
BX
$110B
$9.09M 0.15%
122,583
+1,200
+1% +$104K
EW icon
142
Edwards Lifesciences
EW
$51.7B
$9.04M 0.15%
121,131
+11,801
+11% +$910K
AFL icon
143
Aflac
AFL
$62.6B
$9.01M 0.15%
125,307
+2,300
+2% +$154K
AZO icon
144
AutoZone
AZO
$51.1B
$8.97M 0.15%
3,636
+250
+7% +$604K
SNPS icon
145
Synopsys
SNPS
$79.7B
$8.94M 0.15%
28,011
+1,620
+6% +$507K
ADM icon
146
Archer Daniels Midland
ADM
$36.9B
$8.87M 0.15%
95,537
+16
+0% +$1.48K
VLO icon
147
Valero Energy
VLO
$85.9B
$8.79M 0.15%
69,263
– –
A icon
148
Agilent Technologies
A
$41.2B
$8.75M 0.15%
58,501
+2,032
+4% +$290K
GIS icon
149
General Mills
GIS
$19.7B
$8.73M 0.15%
104,099
+1,700
+2% +$138K
MCO icon
150
Moody's
MCO
$82.7B
$8.72M 0.15%
31,283
+3,192
+11% +$873K
4 5
6
7 8

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
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
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.