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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
MSI icon
201
Motorola Solutions
MSI
$77.4B
$6.08M 0.11%
28,996
+242
+0.8% +$52.8K
CTSH icon
202
Cognizant
CTSH
$26B
$6.05M 0.11%
89,714
+6,887
+8% +$527K
NOC icon
203
Northrop Grumman
NOC
$81.2B
$5.99M 0.11%
12,516
+485
+4% +$223K
CTAS icon
204
Cintas
CTAS
$81.3B
$5.89M 0.1%
63,072
+7,212
+13% +$703K
EA
205
DELISTED
Electronic Arts
EA
$5.86M 0.1%
48,146
+5,352
+13% +$682K
CRWD icon
206
CrowdStrike
CRWD
$218B
$5.85M 0.1%
138,864
+16,436
+13% +$744K
MSCI icon
207
MSCI
MSCI
$40.9B
$5.83M 0.1%
14,144
+786
+6% +$342K
DVN icon
208
Devon Energy
DVN
$47.3B
$5.83M 0.1%
105,693
+5,760
+6% +$376K
ALL icon
209
Allstate
ALL
$67.5B
$5.82M 0.1%
45,953
+1,104
+2% +$145K
PPL
210
PPL Corp
PPL
$26.7B
$5.7M 0.1%
209,913
-3,332
-2% -$95.6K
BAX icon
211
Baxter International
BAX
$14.2B
$5.67M 0.1%
88,309
+3,473
+4% +$252K
KR icon
212
Kroger
KR
$34.8B
$5.64M 0.1%
119,175
+9,210
+8% +$491K
MCHP icon
213
Microchip Technology
MCHP
$46B
$5.62M 0.1%
96,785
+6,785
+8% +$449K
CARR icon
214
Carrier Global
CARR
$52.8B
$5.6M 0.1%
157,036
+7,719
+5% +$303K
YUM icon
215
Yum! Brands
YUM
$41.1B
$5.6M 0.1%
49,305
+4,534
+10% +$527K
HLT icon
216
Hilton Worldwide
HLT
$71.5B
$5.55M 0.1%
49,774
+7,815
+19% +$1.08M
PH icon
217
Parker-Hannifin
PH
$135B
$5.54M 0.1%
22,531
+1,622
+8% +$434K
AJG icon
218
Arthur J. Gallagher & Co
AJG
$63.6B
$5.5M 0.1%
33,748
+1,841
+6% +$306K
BIIB icon
219
Biogen
BIIB
$30.7B
$5.47M 0.1%
26,833
+3,236
+14% +$662K
LULU icon
220
lululemon athletica
LULU
$14.6B
$5.47M 0.1%
20,074
+1,802
+10% +$577K
GPN icon
221
Global Payments
GPN
$22.8B
$5.45M 0.1%
49,294
+5,253
+12% +$664K
RMD icon
222
ResMed
RMD
$30.7B
$5.44M 0.1%
25,947
+2,460
+10% +$524K
XYZ
223
Block Inc
XYZ
$47.5B
$5.43M 0.1%
88,280
+9,955
+13% +$910K
CMS icon
224
CMS Energy
CMS
$22.3B
$5.39M 0.09%
79,809
-4,184
-5% -$289K
HSY icon
225
Hershey
HSY
$36.6B
$5.36M 0.09%
24,932
+2,438
+11% +$531K
7 8
9
10 11

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IA
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AT
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UM
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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 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.