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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
IDXX icon
151
Idexx Laboratories
IDXX
$46.2B
$9.03M 0.14%
18,054
+2,007
+13% +$960K
XEL icon
152
Xcel Energy
XEL
$48.8B
$8.94M 0.14%
132,547
+2,314
+2% +$156K
F icon
153
Ford
F
$55.7B
$8.89M 0.13%
705,355
+20,667
+3% +$259K
BIIB icon
154
Biogen
BIIB
$30.7B
$8.85M 0.13%
31,844
+803
+3% +$222K
ADSK icon
155
Autodesk
ADSK
$52.6B
$8.75M 0.13%
42,051
+584
+1% +$120K
CMG icon
156
Chipotle Mexican Grill
CMG
$41.5B
$8.67M 0.13%
253,750
+8,250
+3% +$259K
DG icon
157
Dollar General
DG
$27.9B
$8.67M 0.13%
41,183
+1,161
+3% +$261K
OXY icon
158
Occidental Petroleum
OXY
$55.9B
$8.66M 0.13%
138,658
-28,171
-17% -$1.75M
PSX icon
159
Phillips 66
PSX
$81.4B
$8.58M 0.13%
84,595
+2,420
+3% +$246K
CARR icon
160
Carrier Global
CARR
$52.8B
$8.56M 0.13%
187,049
+1,827
+1% +$81.8K
DD icon
161
DuPont de Nemours
DD
$19.2B
$8.56M 0.13%
94,974
+605
+0.6% +$55.2K
APH icon
162
Amphenol
APH
$209B
$8.55M 0.13%
209,368
+4,026
+2% +$159K
DXCM icon
163
DexCom
DXCM
$32B
$8.52M 0.13%
73,300
+1,086
+2% +$122K
ABNB icon
164
Airbnb
ABNB
$107B
$8.51M 0.13%
68,430
+921
+1% +$105K
ROP icon
165
Roper Technologies
ROP
$39.8B
$8.41M 0.13%
19,080
+626
+3% +$271K
MAR icon
166
Marriott International
MAR
$92.3B
$8.35M 0.13%
50,293
+1,339
+3% +$223K
FTNT icon
167
Fortinet
FTNT
$117B
$8.29M 0.13%
124,765
+2,207
+2% +$125K
AFL icon
168
Aflac
AFL
$62.6B
$8.27M 0.13%
128,163
+2,856
+2% +$196K
UBER icon
169
Uber
UBER
$153B
$8.27M 0.13%
260,810
+13,528
+5% +$429K
LNG icon
170
Cheniere Energy
LNG
$52.9B
$8.26M 0.13%
52,397
+593
+1% +$89.5K
MCHP icon
171
Microchip Technology
MCHP
$46B
$8.24M 0.13%
98,371
+112
+0.1% +$8.93K
LULU icon
172
lululemon athletica
LULU
$14.6B
$8.21M 0.12%
22,543
+727
+3% +$228K
ADM icon
173
Archer Daniels Midland
ADM
$36.9B
$8.19M 0.12%
102,816
+7,279
+8% +$595K
A icon
174
Agilent Technologies
A
$41.2B
$8.07M 0.12%
58,349
-152
-0.3% -$22.2K
KMB icon
175
Kimberly-Clark
KMB
$36.5B
$8.05M 0.12%
60,013
+1,172
+2% +$152K
5 6
7
8 9

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
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RFC
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GF
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Verition Fund Management
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NMO
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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.