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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
-14.86%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$5.7B
AUM Growth
-$744M
Cap. Flow
+$374M
Cap. Flow %
6.56%
Top 10 Hldgs %
25.68%
Holding
660
New
15
Increased
427
Reduced
79
Closed
16

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$24.2M
2
MSFT icon
Microsoft
MSFT
+$20.1M
3
AMZN icon
Amazon
AMZN
+$12.5M
4
TSLA icon
Tesla
TSLA
+$10.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.59M

Top Sells

Rank Stock Value
1
T icon
AT&T
T
+$5.5M
2
CERN
Cerner Corp
CERN
+$4.14M
3
AGNC icon
AGNC Investment
AGNC
+$1.44M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$1.28M
5
UNP icon
Union Pacific
UNP
+$1.19M

Sector Composition

Rank Sector Weight
1 Technology 24.82%
2 Healthcare 14.68%
3 Financials 12.31%
4 Consumer Discretionary 10.45%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
151
Palo Alto Networks
PANW
$297B
$8.02M 0.14%
97,428
+4,062
+4% +$360K
KMB icon
152
Kimberly-Clark
KMB
$36.5B
$7.95M 0.14%
58,841
+3,854
+7% +$508K
EMR icon
153
Emerson Electric
EMR
$88.3B
$7.91M 0.14%
99,419
+6,774
+7% +$597K
MPC icon
154
Marathon Petroleum
MPC
$83.7B
$7.89M 0.14%
95,958
+1,706
+2% +$159K
NEM icon
155
Newmont
NEM
$119B
$7.83M 0.14%
131,306
+4,694
+4% +$332K
GM icon
156
General Motors
GM
$76.8B
$7.7M 0.14%
242,522
+34,109
+16% +$1.28M
MCO icon
157
Moody's
MCO
$82.7B
$7.64M 0.13%
28,091
+1,456
+5% +$436K
GIS icon
158
General Mills
GIS
$19.7B
$7.62M 0.13%
100,931
+10,572
+12% +$741K
F icon
159
Ford
F
$55.7B
$7.49M 0.13%
672,799
+63,594
+10% +$871K
AIG icon
160
American International
AIG
$41.8B
$7.38M 0.13%
144,318
+6,376
+5% +$370K
ORLY icon
161
O'Reilly Automotive
ORLY
$76.3B
$7.36M 0.13%
174,810
+17,745
+11% +$763K
VLO icon
162
Valero Energy
VLO
$85.9B
$7.36M 0.13%
69,263
+7,885
+13% +$933K
ADM icon
163
Archer Daniels Midland
ADM
$36.9B
$7.29M 0.13%
93,924
+4,362
+5% +$381K
AZO icon
164
AutoZone
AZO
$51.1B
$7.28M 0.13%
3,386
+77
+2% +$158K
EXC icon
165
Exelon
EXC
$47B
$7.24M 0.13%
159,800
+6,264
+4% +$295K
COF icon
166
Capital One
COF
$134B
$7.17M 0.13%
68,855
+2,430
+4% +$297K
SYY icon
167
Sysco
SYY
$40.3B
$7.17M 0.13%
84,577
+2,669
+3% +$224K
IQV icon
168
IQVIA
IQV
$39.3B
$7.08M 0.12%
32,651
+2,987
+10% +$649K
FCX icon
169
Freeport-McMoran
FCX
$97.5B
$7.08M 0.12%
241,899
+9,994
+4% +$400K
OKE icon
170
Oneok
OKE
$54.5B
$7.05M 0.12%
127,001
+2,653
+2% +$172K
CDNS icon
171
Cadence Design Systems
CDNS
$93.4B
$7.04M 0.12%
46,915
+4,727
+11% +$714K
PRU icon
172
Prudential Financial
PRU
$41.8B
$7.04M 0.12%
73,531
+6,086
+9% +$644K
HCA icon
173
HCA Healthcare
HCA
$89.5B
$7.03M 0.12%
41,847
– –
ROP icon
174
Roper Technologies
ROP
$39.8B
$7M 0.12%
17,744
+710
+4% +$309K
EIX icon
175
Edison International
EIX
$26.4B
$6.93M 0.12%
109,645
+3,311
+3% +$224K
5 6
7
8 9

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IFM Investors's Q2 2022 Portfolio in Review

As of Q2 2022, IFM Investors held 660 positions worth $5.7B, down 12% from $6.44B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

IFM Investors deployed $374M of net new capital in Q2 2022, opening 15 new positions and adding to 427 existing holdings. Its largest new stake was Marathon Oil Corporation: 119,893 shares worth $2.69M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was AT&T, an estimated $5.5M trimmed.

  • IFM Investors's largest Q2 2022 buy was Marathon Oil Corporation: 119,893 shares worth $2.69M.
  • IFM Investors added most to Apple in Q2 2022, an estimated $24.2M increase.
  • IFM Investors's biggest Q2 2022 reduction was AT&T, cutting an estimated $5.5M.
  • IFM Investors fully exited Cerner Corp in Q2 2022, selling an estimated $4.14M.
  • IFM Investors's ten largest holdings make up 26% of its $5.7B portfolio in Q2 2022.
  • IFM Investors opened 15 new positions and closed 16 in Q2 2022.
  • IFM Investors's portfolio value fell 12% quarter-over-quarter to $5.7B.

Based on IFM Investors's 13F filing for Q2 2022, filed 15 Jul 2022.