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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
FTNT icon
176
Fortinet
FTNT
$117B
$6.92M 0.12%
122,260
+2,915
+2% +$173K
O icon
177
Realty Income
O
$59.1B
$6.89M 0.12%
100,956
+16,347
+19% +$1.12M
TRV icon
178
Travelers Companies
TRV
$80.2B
$6.83M 0.12%
40,404
+3,703
+10% +$644K
AFL icon
179
Aflac
AFL
$62.6B
$6.81M 0.12%
123,007
+9,262
+8% +$547K
BA icon
180
Boeing
BA
$185B
$6.7M 0.12%
48,989
+4,561
+10% +$673K
A icon
181
Agilent Technologies
A
$41.2B
$6.7M 0.12%
56,378
+2,707
+5% +$333K
CTVA icon
182
Corteva
CTVA
$51.3B
$6.69M 0.12%
123,516
+13,546
+12% +$786K
PSX icon
183
Phillips 66
PSX
$81.4B
$6.66M 0.12%
81,192
+15,093
+23% +$1.4M
ECL icon
184
Ecolab
ECL
$79.9B
$6.64M 0.12%
43,178
+2,373
+6% +$394K
AEE icon
185
Ameren
AEE
$30.1B
$6.63M 0.12%
73,355
+1,211
+2% +$112K
APH icon
186
Amphenol
APH
$209B
$6.61M 0.12%
205,342
+28,808
+16% +$1M
MAR icon
187
Marriott International
MAR
$92.3B
$6.6M 0.12%
48,519
+6,849
+16% +$1.13M
ETR icon
188
Entergy
ETR
$50B
$6.58M 0.12%
116,850
+3,374
+3% +$198K
HPQ icon
189
HP
HPQ
$27.5B
$6.54M 0.11%
199,620
-3,964
-2% -$146K
CMG icon
190
Chipotle Mexican Grill
CMG
$41.5B
$6.45M 0.11%
246,800
+31,950
+15% +$890K
ADSK icon
191
Autodesk
ADSK
$52.6B
$6.45M 0.11%
37,478
+1,406
+4% +$270K
STZ icon
192
Constellation Brands
STZ
$23.2B
$6.41M 0.11%
27,499
+2,346
+9% +$571K
DOW icon
193
Dow Inc
DOW
$21.2B
$6.39M 0.11%
123,777
+3,341
+3% +$214K
DLR icon
194
Digital Realty Trust
DLR
$71.7B
$6.32M 0.11%
48,652
+3,557
+8% +$491K
MNST icon
195
Monster Beverage
MNST
$88.5B
$6.29M 0.11%
135,814
+6,456
+5% +$281K
MRVL icon
196
Marvell Technology
MRVL
$196B
$6.27M 0.11%
144,074
+12,379
+9% +$702K
FE icon
197
FirstEnergy
FE
$27.5B
$6.22M 0.11%
162,030
+4,149
+3% +$177K
PAYX icon
198
Paychex
PAYX
$42.7B
$6.14M 0.11%
53,904
+4,961
+10% +$623K
WELL icon
199
Welltower
WELL
$171B
$6.12M 0.11%
74,299
+4,495
+6% +$400K
DLTR icon
200
Dollar Tree
DLTR
$25.2B
$6.09M 0.11%
39,096
+4,688
+14% +$743K
6 7
8
9 10

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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.