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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
WCN
201
Waste Connections
WCN
$42B
$6.63M 0.11%
50,004
+6,310
+14% +$858K
AJG icon
202
Arthur J. Gallagher & Co
AJG
$63.6B
$6.61M 0.11%
35,042
+700
+2% +$131K
YUM icon
203
Yum! Brands
YUM
$41.1B
$6.58M 0.11%
51,357
– –
BNY
204
Bank of New York Mellon
BNY
$107B
$6.56M 0.11%
144,189
+12,265
+9% +$526K
PEG icon
205
Public Service Enterprise Group
PEG
$37.7B
$6.55M 0.11%
106,966
-36,852
-26% -$2.14M
IDXX icon
206
Idexx Laboratories
IDXX
$46.2B
$6.55M 0.11%
16,047
+1,803
+13% +$700K
STZ icon
207
Constellation Brands
STZ
$23.2B
$6.54M 0.11%
28,226
– –
MSCI icon
208
MSCI
MSCI
$40.9B
$6.54M 0.11%
14,050
– –
AMP icon
209
Ameriprise Financial
AMP
$48.8B
$6.53M 0.11%
20,987
– –
WEC icon
210
WEC Energy
WEC
$35.1B
$6.51M 0.11%
69,383
-22,580
-25% -$2.09M
SPG icon
211
Simon Property Group
SPG
$72.3B
$6.49M 0.11%
55,214
– –
NEM icon
212
Newmont
NEM
$119B
$6.48M 0.11%
137,228
+3,865
+3% +$173K
KHC icon
213
Kraft Heinz
KHC
$30B
$6.45M 0.11%
158,537
+30,927
+24% +$1.17M
RSG icon
214
Republic Services
RSG
$65.7B
$6.4M 0.11%
49,637
+9,609
+24% +$1.28M
DOW icon
215
Dow Inc
DOW
$21.2B
$6.36M 0.11%
126,177
+2,400
+2% +$117K
PAYX icon
216
Paychex
PAYX
$42.7B
$6.36M 0.11%
55,009
– –
OKE icon
217
Oneok
OKE
$54.5B
$6.35M 0.11%
96,661
-32,897
-25% -$2.02M
KDP icon
218
Keurig Dr Pepper
KDP
$40.8B
$6.29M 0.11%
176,258
+44,496
+34% +$1.67M
ECL icon
219
Ecolab
ECL
$79.9B
$6.28M 0.11%
43,178
– –
ALL icon
220
Allstate
ALL
$67.5B
$6.23M 0.1%
45,953
– –
HAL icon
221
Halliburton
HAL
$26.6B
$6.22M 0.1%
158,077
– –
KR icon
222
Kroger
KR
$34.8B
$6.21M 0.1%
139,224
+20,049
+17% +$921K
UBER icon
223
Uber
UBER
$153B
$6.12M 0.1%
247,282
– –
FTNT icon
224
Fortinet
FTNT
$117B
$5.99M 0.1%
122,558
-2,098
-2% -$109K
PCAR icon
225
PACCAR
PCAR
$70.1B
$5.96M 0.1%
90,371
– –
7 8
9
10 11

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
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 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.