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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
MMM icon
126
3M
MMM
$94.3B
$10.6M 0.16%
120,748
+2,834
+2% +$267K
LMT icon
127
Lockheed Martin
LMT
$136B
$10.5M 0.16%
22,157
+636
+3% +$298K
FDX icon
128
FedEx
FDX
$75.4B
$10.4M 0.16%
45,632
+1,296
+3% +$263K
EMR icon
129
Emerson Electric
EMR
$88.3B
$10.3M 0.16%
118,436
+2,059
+2% +$180K
EW icon
130
Edwards Lifesciences
EW
$51.7B
$10.3M 0.16%
124,402
+3,271
+3% +$257K
D icon
131
Dominion Energy
D
$59.3B
$10.3M 0.16%
183,962
+4,048
+2% +$237K
FCX icon
132
Freeport-McMoran
FCX
$97.5B
$10.2M 0.16%
250,532
+5,386
+2% +$224K
SRE icon
133
Sempra
SRE
$54.8B
$10.2M 0.16%
135,516
-26
-0% -$2K
AEP icon
134
American Electric Power
AEP
$68.4B
$10M 0.15%
110,055
+1,812
+2% +$166K
PNC icon
135
PNC Financial Services
PNC
$101B
$9.89M 0.15%
77,796
+1,313
+2% +$198K
SHW icon
136
Sherwin-Williams
SHW
$89.8B
$9.88M 0.15%
43,951
+1,328
+3% +$304K
ORLY icon
137
O'Reilly Automotive
ORLY
$76.3B
$9.88M 0.15%
174,480
+2,085
+1% +$114K
MCO icon
138
Moody's
MCO
$82.7B
$9.84M 0.15%
32,154
+871
+3% +$263K
VLO icon
139
Valero Energy
VLO
$85.9B
$9.82M 0.15%
70,310
+1,047
+2% +$141K
MRNA icon
140
Moderna
MRNA
$23.6B
$9.53M 0.14%
62,067
+1,288
+2% +$212K
GM icon
141
General Motors
GM
$76.8B
$9.5M 0.14%
258,972
+7,896
+3% +$299K
PSA icon
142
Public Storage
PSA
$61.3B
$9.5M 0.14%
31,432
+712
+2% +$209K
PXD
143
DELISTED
Pioneer Natural Resource Co.
PXD
$9.4M 0.14%
46,036
+1,320
+3% +$284K
MCK icon
144
McKesson
MCK
$101B
$9.32M 0.14%
26,189
+678
+3% +$245K
MSI icon
145
Motorola Solutions
MSI
$77.4B
$9.32M 0.14%
32,577
+472
+1% +$125K
EXC icon
146
Exelon
EXC
$47B
$9.29M 0.14%
221,784
+53,076
+31% +$2.21M
TFC icon
147
Truist Financial
TFC
$64B
$9.26M 0.14%
271,491
+7,428
+3% +$324K
GIS icon
148
General Mills
GIS
$19.7B
$9.15M 0.14%
107,067
+2,968
+3% +$237K
USB icon
149
US Bancorp
USB
$99.6B
$9.12M 0.14%
252,999
+7,943
+3% +$354K
AZO icon
150
AutoZone
AZO
$51.1B
$9.03M 0.14%
3,674
+38
+1% +$92.7K
4 5
6
7 8

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IA
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UM
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FCAS
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RFC
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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.