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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
ROST icon
176
Ross Stores
ROST
$81.9B
$7.43M 0.12%
63,975
-3,176
-5% -$324K
COF icon
177
Capital One
COF
$134B
$7.36M 0.12%
79,133
+10,278
+15% +$1.01M
CTVA icon
178
Corteva
CTVA
$51.3B
$7.3M 0.12%
124,194
– –
ED icon
179
Consolidated Edison
ED
$39.9B
$7.29M 0.12%
76,527
-24,990
-25% -$2.27M
EXC icon
180
Exelon
EXC
$47B
$7.29M 0.12%
168,708
+2,900
+2% +$115K
MAR icon
181
Marriott International
MAR
$92.3B
$7.29M 0.12%
48,954
+274
+0.6% +$42.2K
DVN icon
182
Devon Energy
DVN
$47.3B
$7.19M 0.12%
116,945
+9,760
+9% +$665K
MNST icon
183
Monster Beverage
MNST
$88.5B
$7.11M 0.12%
140,120
– –
FIS icon
184
Fidelity National Information Services
FIS
$22.1B
$7.08M 0.12%
104,308
+370
+0.4% +$26.3K
CMI icon
185
Cummins
CMI
$88.7B
$7.03M 0.12%
29,034
+5,230
+22% +$1.24M
LULU icon
186
lululemon athletica
LULU
$14.6B
$6.99M 0.12%
21,816
+1,209
+6% +$398K
SBAC icon
187
SBA Communications
SBAC
$19.5B
$6.98M 0.12%
24,916
-6,489
-21% -$1.81M
MCHP icon
188
Microchip Technology
MCHP
$46B
$6.9M 0.12%
98,259
-403
-0.4% -$27.8K
EA
189
DELISTED
Electronic Arts
EA
$6.88M 0.12%
56,306
+8,160
+17% +$1.02M
MELI icon
190
Mercado Libre
MELI
$92.3B
$6.84M 0.11%
8,087
+461
+6% +$410K
CHTR icon
191
Charter Communications
CHTR
$18.2B
$6.84M 0.11%
20,157
-15
-0.1% -$5.27K
HLT icon
192
Hilton Worldwide
HLT
$71.5B
$6.82M 0.11%
53,977
+4,203
+8% +$554K
CMG icon
193
Chipotle Mexican Grill
CMG
$41.5B
$6.81M 0.11%
245,500
– –
SYY icon
194
Sysco
SYY
$40.3B
$6.81M 0.11%
89,076
– –
ENPH icon
195
Enphase Energy
ENPH
$5.53B
$6.8M 0.11%
25,658
+1,670
+7% +$486K
ES icon
196
Eversource Energy
ES
$27.2B
$6.8M 0.11%
81,049
-19,389
-19% -$1.54M
HES
197
DELISTED
Hess
HES
$6.77M 0.11%
47,751
– –
IQV icon
198
IQVIA
IQV
$39.3B
$6.69M 0.11%
32,651
– –
PH icon
199
Parker-Hannifin
PH
$135B
$6.67M 0.11%
22,914
-2,404
-9% -$688K
O icon
200
Realty Income
O
$59.1B
$6.66M 0.11%
104,932
+2,085
+2% +$129K
6 7
8
9 10

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IA
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UM
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FCAS
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RFC
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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.