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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
ANET icon
176
Arista Networks
ANET
$238B
$8.05M 0.12%
191,724
+7,056
+4% +$243K
WMB icon
177
Williams Companies
WMB
$86.1B
$8.04M 0.12%
269,237
+7,150
+3% +$221K
MSCI icon
178
MSCI
MSCI
$40.9B
$8.03M 0.12%
14,349
+299
+2% +$158K
MET icon
179
MetLife
MET
$62.1B
$8.02M 0.12%
138,385
-705
-0.5% -$47.6K
CTAS icon
180
Cintas
CTAS
$81.3B
$7.9M 0.12%
68,324
+1,680
+3% +$185K
KMI icon
181
Kinder Morgan
KMI
$68.7B
$7.79M 0.12%
445,099
+11,111
+3% +$198K
COF icon
182
Capital One
COF
$134B
$7.79M 0.12%
80,964
+1,831
+2% +$192K
CTVA icon
183
Corteva
CTVA
$51.3B
$7.72M 0.12%
128,068
+3,874
+3% +$237K
PH icon
184
Parker-Hannifin
PH
$135B
$7.67M 0.12%
22,817
-97
-0.4% -$32.1K
AWK icon
185
American Water Works
AWK
$26.9B
$7.66M 0.12%
52,313
+1,516
+3% +$225K
MNST icon
186
Monster Beverage
MNST
$88.5B
$7.65M 0.12%
141,589
+1,469
+1% +$75.3K
HLT icon
187
Hilton Worldwide
HLT
$71.5B
$7.55M 0.11%
53,590
-387
-0.7% -$54.5K
ED icon
188
Consolidated Edison
ED
$39.9B
$7.55M 0.11%
78,867
+2,340
+3% +$219K
ECL icon
189
Ecolab
ECL
$79.9B
$7.4M 0.11%
44,690
+1,512
+4% +$236K
AIG icon
190
American International
AIG
$41.3B
$7.38M 0.11%
146,559
-1,418
-1% -$82.8K
TRV icon
191
Travelers Companies
TRV
$80.2B
$7.35M 0.11%
42,853
-186
-0.4% -$33.8K
WDAY icon
192
Workday
WDAY
$44.4B
$7.3M 0.11%
35,340
+640
+2% +$116K
ES icon
193
Eversource Energy
ES
$27.2B
$7.25M 0.11%
92,644
+11,595
+14% +$916K
SYY icon
194
Sysco
SYY
$40.3B
$7.22M 0.11%
93,485
+4,409
+5% +$338K
CHTR icon
195
Charter Communications
CHTR
$18.2B
$7.21M 0.11%
20,151
-6
-0% -$2.24K
CMI icon
196
Cummins
CMI
$88.7B
$7.1M 0.11%
29,720
+686
+2% +$167K
KR icon
197
Kroger
KR
$34.8B
$7.07M 0.11%
143,104
+3,880
+3% +$177K
WCN
198
Waste Connections
WCN
$42B
$7.05M 0.11%
50,726
+722
+1% +$96.1K
MRVL icon
199
Marvell Technology
MRVL
$196B
$7.03M 0.11%
162,355
+2,593
+2% +$109K
DOW icon
200
Dow Inc
DOW
$21.2B
$7.03M 0.11%
128,156
+1,979
+2% +$111K
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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GF
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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.