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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
NUE icon
201
Nucor
NUE
$62.1B
$7M 0.11%
45,308
+93
+0.2% +$14.8K
RSG icon
202
Republic Services
RSG
$65.7B
$7M 0.11%
51,753
+2,116
+4% +$270K
EA
203
DELISTED
Electronic Arts
EA
$6.97M 0.11%
57,843
+1,537
+3% +$180K
ILMN icon
204
Illumina
ILMN
$28.4B
$6.96M 0.11%
30,749
+872
+3% +$178K
PEG icon
205
Public Service Enterprise Group
PEG
$37.7B
$6.95M 0.11%
111,296
+4,330
+4% +$262K
ROST icon
206
Ross Stores
ROST
$81.9B
$6.94M 0.11%
65,438
+1,463
+2% +$164K
AJG icon
207
Arthur J. Gallagher & Co
AJG
$63.6B
$6.93M 0.11%
36,242
+1,200
+3% +$228K
XYZ
208
Block Inc
XYZ
$47.5B
$6.93M 0.11%
100,947
+6,438
+7% +$482K
YUM icon
209
Yum! Brands
YUM
$41.1B
$6.84M 0.1%
51,782
+425
+0.8% +$54.7K
O icon
210
Realty Income
O
$59.1B
$6.82M 0.1%
107,707
+2,775
+3% +$180K
NOC icon
211
Northrop Grumman
NOC
$81.2B
$6.82M 0.1%
14,770
+307
+2% +$142K
PCAR icon
212
PACCAR
PCAR
$70.1B
$6.79M 0.1%
92,749
+2,378
+3% +$170K
NEM icon
213
Newmont
NEM
$119B
$6.77M 0.1%
138,066
+838
+0.6% +$40.6K
IQV icon
214
IQVIA
IQV
$39.3B
$6.7M 0.1%
33,684
+1,033
+3% +$221K
SBAC icon
215
SBA Communications
SBAC
$19.5B
$6.69M 0.1%
25,619
+703
+3% +$193K
ON icon
216
ON Semiconductor
ON
$31.6B
$6.68M 0.1%
81,182
+3,412
+4% +$259K
HSY icon
217
Hershey
HSY
$36.6B
$6.67M 0.1%
26,200
+942
+4% +$221K
BNY
218
Bank of New York Mellon
BNY
$107B
$6.63M 0.1%
145,991
+1,802
+1% +$87.4K
WEC icon
219
WEC Energy
WEC
$35.1B
$6.62M 0.1%
69,799
+416
+0.6% +$38.5K
CNC icon
220
Centene
CNC
$32.5B
$6.59M 0.1%
104,332
+227
+0.2% +$16.1K
AMP icon
221
Ameriprise Financial
AMP
$48.8B
$6.57M 0.1%
21,449
+462
+2% +$151K
SNOW icon
222
Snowflake
SNOW
$115B
$6.53M 0.1%
42,336
+1,561
+4% +$229K
PAYX icon
223
Paychex
PAYX
$42.7B
$6.52M 0.1%
56,886
+1,877
+3% +$214K
STZ icon
224
Constellation Brands
STZ
$23.2B
$6.51M 0.1%
28,818
+592
+2% +$132K
HES
225
DELISTED
Hess
HES
$6.49M 0.1%
49,076
+1,325
+3% +$184K
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 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.