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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
ES icon
151
Eversource Energy
ES
$27.2B
$7.83M 0.14%
100,438
+1,745
+2% +$154K
CNC icon
152
Centene
CNC
$32.5B
$7.82M 0.14%
100,534
+815
+0.8% +$72.8K
HCA icon
153
HCA Healthcare
HCA
$89.5B
$7.75M 0.14%
42,180
+333
+0.8% +$66.3K
ADM icon
154
Archer Daniels Midland
ADM
$36.9B
$7.68M 0.14%
95,521
+1,597
+2% +$131K
F icon
155
Ford
F
$55.7B
$7.67M 0.14%
684,688
+11,889
+2% +$166K
PSA icon
156
Public Storage
PSA
$61.3B
$7.66M 0.14%
26,166
+285
+1% +$92.7K
BIIB icon
157
Biogen
BIIB
$30.7B
$7.42M 0.13%
27,810
+977
+4% +$207K
VLO icon
158
Valero Energy
VLO
$85.9B
$7.4M 0.13%
69,263
– –
CMG icon
159
Chipotle Mexican Grill
CMG
$41.5B
$7.38M 0.13%
245,500
-1,300
-0.5% -$40.3K
EMR icon
160
Emerson Electric
EMR
$88.3B
$7.37M 0.13%
100,584
+1,165
+1% +$96.8K
AZO icon
161
AutoZone
AZO
$51.1B
$7.25M 0.13%
3,386
– –
CTVA icon
162
Corteva
CTVA
$51.3B
$7.1M 0.13%
124,194
+678
+0.5% +$39.5K
MRNA icon
163
Moderna
MRNA
$23.6B
$7.08M 0.13%
59,827
+1,003
+2% +$152K
AIG icon
164
American International
AIG
$41.3B
$7.03M 0.13%
147,977
+3,659
+3% +$192K
ADSK icon
165
Autodesk
ADSK
$52.6B
$6.96M 0.13%
37,268
-210
-0.6% -$42.4K
AFL icon
166
Aflac
AFL
$62.6B
$6.91M 0.13%
123,007
– –
APH icon
167
Amphenol
APH
$209B
$6.88M 0.12%
205,342
– –
A icon
168
Agilent Technologies
A
$41.2B
$6.86M 0.12%
56,469
+91
+0.2% +$11.7K
MCO icon
169
Moody's
MCO
$82.7B
$6.83M 0.12%
28,091
– –
MAR icon
170
Marriott International
MAR
$92.3B
$6.82M 0.12%
48,680
+161
+0.3% +$24.6K
ABNB icon
171
Airbnb
ABNB
$107B
$6.76M 0.12%
64,358
+5,177
+9% +$574K
FCX icon
172
Freeport-McMoran
FCX
$97.5B
$6.7M 0.12%
245,146
+3,247
+1% +$95K
ENPH icon
173
Enphase Energy
ENPH
$5.53B
$6.66M 0.12%
23,988
+367
+2% +$99K
OKE icon
174
Oneok
OKE
$54.5B
$6.64M 0.12%
129,558
+2,557
+2% +$152K
PSX icon
175
Phillips 66
PSX
$81.4B
$6.63M 0.12%
82,175
+983
+1% +$83.8K
5 6
7
8 9

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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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NMO
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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.