We are live on ! Find out more
II

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
KMB icon
176
Kimberly-Clark
KMB
$36.5B
$6.62M 0.12%
58,841
– –
MSI icon
177
Motorola Solutions
MSI
$77.4B
$6.61M 0.12%
29,516
+520
+2% +$123K
UBER icon
178
Uber
UBER
$153B
$6.55M 0.12%
247,282
+3,802
+2% +$105K
FDX icon
179
FedEx
FDX
$75.4B
$6.5M 0.12%
43,770
– –
ROP icon
180
Roper Technologies
ROP
$39.8B
$6.49M 0.12%
18,054
+310
+2% +$126K
STZ icon
181
Constellation Brands
STZ
$23.2B
$6.48M 0.12%
28,226
+727
+3% +$177K
DVN icon
182
Devon Energy
DVN
$47.3B
$6.45M 0.12%
107,185
+1,492
+1% +$92.7K
TRV icon
183
Travelers Companies
TRV
$80.2B
$6.38M 0.12%
41,645
+1,241
+3% +$202K
MRVL icon
184
Marvell Technology
MRVL
$196B
$6.37M 0.12%
148,374
+4,300
+3% +$213K
SNOW icon
185
Snowflake
SNOW
$115B
$6.36M 0.12%
37,431
+2,094
+6% +$347K
COF icon
186
Capital One
COF
$134B
$6.35M 0.12%
68,855
– –
EIX icon
187
Edison International
EIX
$26.4B
$6.31M 0.11%
111,602
+1,957
+2% +$130K
MELI icon
188
Mercado Libre
MELI
$92.3B
$6.31M 0.11%
7,626
+48
+0.6% +$41.3K
PRU icon
189
Prudential Financial
PRU
$41.8B
$6.31M 0.11%
73,531
– –
SYY icon
190
Sysco
SYY
$40.3B
$6.3M 0.11%
89,076
+4,499
+5% +$375K
BA icon
191
Boeing
BA
$185B
$6.24M 0.11%
51,547
+2,558
+5% +$392K
ECL icon
192
Ecolab
ECL
$79.9B
$6.24M 0.11%
43,178
– –
EXC icon
193
Exelon
EXC
$47B
$6.21M 0.11%
165,808
+6,008
+4% +$266K
PAYX icon
194
Paychex
PAYX
$42.7B
$6.17M 0.11%
55,009
+1,105
+2% +$137K
AEE icon
195
Ameren
AEE
$30.1B
$6.16M 0.11%
76,433
+3,078
+4% +$281K
PH icon
196
Parker-Hannifin
PH
$135B
$6.13M 0.11%
25,318
+2,787
+12% +$754K
FTNT icon
197
Fortinet
FTNT
$117B
$6.12M 0.11%
124,656
+2,396
+2% +$130K
CTAS icon
198
Cintas
CTAS
$81.3B
$6.12M 0.11%
63,072
– –
CHTR icon
199
Charter Communications
CHTR
$18.2B
$6.12M 0.11%
20,172
– –
PPL
200
PPL Corp
PPL
$26.7B
$6.11M 0.11%
241,120
+31,207
+15% +$893K
6 7
8
9 10

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.