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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
+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
WMB icon
151
Williams Companies
WMB
$86.1B
$8.62M 0.14%
262,087
-84,447
-24% -$2.75M
PSA icon
152
Public Storage
PSA
$61.3B
$8.61M 0.14%
30,720
+4,554
+17% +$1.33M
BIIB icon
153
Biogen
BIIB
$30.7B
$8.6M 0.14%
31,041
+3,231
+12% +$913K
PSX icon
154
Phillips 66
PSX
$81.4B
$8.55M 0.14%
82,175
– –
CNC icon
155
Centene
CNC
$32.5B
$8.54M 0.14%
104,105
+3,571
+4% +$292K
GM icon
156
General Motors
GM
$76.8B
$8.45M 0.14%
251,076
+5,100
+2% +$188K
CDNS icon
157
Cadence Design Systems
CDNS
$93.4B
$8.3M 0.14%
51,669
+3,673
+8% +$587K
MSI icon
158
Motorola Solutions
MSI
$77.4B
$8.27M 0.14%
32,105
+2,589
+9% +$647K
DXCM icon
159
DexCom
DXCM
$32B
$8.18M 0.14%
72,214
+4,588
+7% +$504K
DD icon
160
DuPont de Nemours
DD
$19.2B
$8.13M 0.14%
94,369
+17,247
+22% +$1.38M
TRV icon
161
Travelers Companies
TRV
$80.2B
$8.07M 0.14%
43,039
+1,394
+3% +$251K
KMB icon
162
Kimberly-Clark
KMB
$36.5B
$7.99M 0.13%
58,841
– –
ROP icon
163
Roper Technologies
ROP
$39.8B
$7.97M 0.13%
18,454
+400
+2% +$165K
F icon
164
Ford
F
$55.7B
$7.96M 0.13%
684,688
– –
NOC icon
165
Northrop Grumman
NOC
$81.2B
$7.89M 0.13%
14,463
+1,487
+11% +$776K
KMI icon
166
Kinder Morgan
KMI
$68.7B
$7.85M 0.13%
433,988
-147,084
-25% -$2.65M
APH icon
167
Amphenol
APH
$209B
$7.82M 0.13%
205,342
– –
LNG icon
168
Cheniere Energy
LNG
$52.9B
$7.77M 0.13%
51,804
-15,700
-23% -$2.63M
PANW icon
169
Palo Alto Networks
PANW
$297B
$7.75M 0.13%
111,084
+7,392
+7% +$594K
ADSK icon
170
Autodesk
ADSK
$52.6B
$7.75M 0.13%
41,467
+4,199
+11% +$843K
AWK icon
171
American Water Works
AWK
$26.9B
$7.74M 0.13%
50,797
-11,532
-19% -$1.66M
FDX icon
172
FedEx
FDX
$75.4B
$7.68M 0.13%
44,336
+566
+1% +$94.1K
CARR icon
173
Carrier Global
CARR
$52.8B
$7.64M 0.13%
185,222
+29,268
+19% +$1.19M
CTAS icon
174
Cintas
CTAS
$81.3B
$7.52M 0.13%
66,644
+3,572
+6% +$386K
PRU icon
175
Prudential Financial
PRU
$41.8B
$7.44M 0.13%
74,831
+1,300
+2% +$132K
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 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.