We are live on ! Find out more
II

IFM Investors Portfolio holdings

AUM $15.1B
1-Year Est. Return 40.57%
This Fund
S&P 500
This Quarter Est. Return
-3.89%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$5.5B
AUM Growth
-$198M
Cap. Flow
+$105M
Cap. Flow %
1.9%
Top 10 Hldgs %
26.42%
Holding
649
New
5
Increased
341
Reduced
47
Closed
9

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$6.58M
2
AAPL icon
Apple
AAPL
+$5.97M
3
AMZN icon
Amazon
AMZN
+$4.46M
4
TSLA icon
Tesla
TSLA
+$3.14M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$2.98M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$1.81M
2
TWTR
Twitter, Inc.
TWTR
+$648K
3
PTON icon
Peloton Interactive
PTON
+$375K
4
CVX icon
Chevron
CVX
+$314K
5
CVNA icon
Carvana
CVNA
+$243K

Sector Composition

Rank Sector Weight
1 Technology 24.55%
2 Healthcare 14.69%
3 Financials 12.4%
4 Consumer Discretionary 11.46%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$389M 7.07%
2,813,379
+38,017
+1% +$5.97M
MSFT icon
2
Microsoft
MSFT
$2.84T
$288M 5.24%
1,237,573
+24,932
+2% +$6.58M
AMZN icon
3
Amazon
AMZN
$2.5T
$180M 3.27%
1,593,086
+35,294
+2% +$4.46M
TSLA icon
4
Tesla
TSLA
$1.24T
$122M 2.22%
459,831
+11,235
+3% +$3.14M
GOOG icon
5
Alphabet (Google) Class C
GOOG
$3.9T
$107M 1.94%
1,108,078
+7,278
+0.7% +$813K
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.91T
$88M 1.6%
920,141
+26,001
+3% +$2.88M
UNH icon
7
UnitedHealth
UNH
$382B
$83.1M 1.51%
164,516
+5,225
+3% +$2.75M
JNJ icon
8
Johnson & Johnson
JNJ
$635B
$75.5M 1.37%
462,109
+15,053
+3% +$2.55M
XOM icon
9
ExxonMobil
XOM
$651B
$62.4M 1.13%
714,717
+5,301
+0.7% +$484K
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.07T
$59.4M 1.08%
222,330
+7,470
+3% +$2.13M
META icon
11
Meta Platforms (Facebook)
META
$1.51T
$53.3M 0.97%
392,886
+2,801
+0.7% +$454K
JPM icon
12
JPMorgan Chase
JPM
$939B
$53M 0.96%
507,012
+7,984
+2% +$916K
NVDA icon
13
NVIDIA
NVDA
$5.01T
$52.7M 0.96%
4,343,520
+74,340
+2% +$1.18M
PG icon
14
Procter & Gamble
PG
$343B
$52.6M 0.96%
416,262
+14,822
+4% +$2.11M
V icon
15
Visa
V
$677B
$50.5M 0.92%
284,166
+1,972
+0.7% +$401K
HD icon
16
Home Depot
HD
$332B
$48.8M 0.89%
176,784
+758
+0.4% +$224K
CVX icon
17
Chevron
CVX
$388B
$46.3M 0.84%
322,505
-2,062
-0.6% -$314K
LLY icon
18
Eli Lilly
LLY
$1.07T
$45.2M 0.82%
139,926
+1,952
+1% +$618K
NEE icon
19
NextEra Energy
NEE
$187B
$44.6M 0.81%
568,744
+4,167
+0.7% +$354K
MA icon
20
Mastercard
MA
$477B
$42.5M 0.77%
149,521
+1,036
+0.7% +$343K
PFE icon
21
Pfizer
PFE
$140B
$42.3M 0.77%
965,524
+22,746
+2% +$1.11M
ABBV icon
22
AbbVie
ABBV
$458B
$41.3M 0.75%
307,768
+2,868
+0.9% +$412K
KO icon
23
Coca-Cola
KO
$354B
$39M 0.71%
696,952
+11,483
+2% +$714K
PEP icon
24
PepsiCo
PEP
$186B
$38.3M 0.7%
234,779
+3,013
+1% +$519K
BAC icon
25
Bank of America
BAC
$435B
$37.8M 0.69%
1,252,985
+12,503
+1% +$418K
1
2 3 4 5

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $15.1B AUM 26.53% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

IFM Investors's Q3 2022 Portfolio in Review

As of Q3 2022, IFM Investors held 649 positions worth $5.5B, down 3.5% from $5.7B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Trading was light in Q3 2022: portfolio turnover was 2.2%. IFM Investors opened 5 new positions and exited 9, leaving the 649-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 25% a quarter earlier, followed by Healthcare and Financials.

  • IFM Investors's largest Q3 2022 buy was Gaming and Leisure Properties: 60,276 shares worth $2.67M.
  • IFM Investors added most to Microsoft in Q3 2022, an estimated $6.58M increase.
  • IFM Investors's biggest Q3 2022 reduction was Twitter, Inc., cutting an estimated $648K.
  • IFM Investors fully exited Baidu in Q3 2022, selling an estimated $1.81M.
  • IFM Investors's ten largest holdings make up 26% of its $5.5B portfolio in Q3 2022.
  • IFM Investors opened 5 new positions and closed 9 in Q3 2022.
  • IFM Investors's portfolio value fell 3.5% quarter-over-quarter to $5.5B.

Based on IFM Investors's 13F filing for Q3 2022, filed 12 Oct 2022.