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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
AAPL icon
1
Apple
AAPL
$4.89T
$377M 6.34%
2,903,593
+90,214
+3% +$12.9M
MSFT icon
2
Microsoft
MSFT
$2.84T
$309M 5.18%
1,286,492
+48,919
+4% +$11.7M
AMZN icon
3
Amazon
AMZN
$2.5T
$138M 2.33%
1,648,524
+55,438
+3% +$5.48M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.9T
$99.2M 1.67%
1,118,175
+10,097
+0.9% +$964K
UNH icon
5
UnitedHealth
UNH
$382B
$90.7M 1.52%
171,082
+6,566
+4% +$3.48M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.91T
$84.9M 1.43%
962,166
+42,025
+5% +$3.99M
JNJ icon
7
Johnson & Johnson
JNJ
$635B
$84.8M 1.42%
480,018
+17,909
+4% +$3.09M
XOM icon
8
ExxonMobil
XOM
$651B
$79.3M 1.33%
719,377
+4,660
+0.7% +$499K
JPM icon
9
JPMorgan Chase
JPM
$939B
$70.2M 1.18%
523,312
+16,300
+3% +$2.07M
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.07T
$69.6M 1.17%
225,445
+3,115
+1% +$925K
NVDA icon
11
NVIDIA
NVDA
$5.01T
$66.8M 1.12%
4,572,410
+228,890
+5% +$3.36M
PG icon
12
Procter & Gamble
PG
$343B
$63.6M 1.07%
419,482
+3,220
+0.8% +$451K
V icon
13
Visa
V
$677B
$61.6M 1.03%
296,302
+12,136
+4% +$2.45M
CVX icon
14
Chevron
CVX
$388B
$61.3M 1.03%
341,582
+19,077
+6% +$3.33M
TSLA icon
15
Tesla
TSLA
$1.24T
$59.6M 1%
483,443
+23,612
+5% +$4.47M
HD icon
16
Home Depot
HD
$332B
$58.7M 0.99%
185,904
+9,120
+5% +$2.78M
MA icon
17
Mastercard
MA
$477B
$54.3M 0.91%
156,270
+6,749
+5% +$2.22M
LLY icon
18
Eli Lilly
LLY
$1.07T
$53.6M 0.9%
146,463
+6,537
+5% +$2.32M
PFE icon
19
Pfizer
PFE
$140B
$52.5M 0.88%
1,024,125
+58,601
+6% +$2.81M
ABBV icon
20
AbbVie
ABBV
$458B
$51.8M 0.87%
320,661
+12,893
+4% +$1.98M
MRK icon
21
Merck
MRK
$324B
$51.7M 0.87%
466,267
+28,701
+7% +$2.93M
META icon
22
Meta Platforms (Facebook)
META
$1.51T
$48.5M 0.82%
403,369
+10,483
+3% +$1.23M
KO icon
23
Coca-Cola
KO
$354B
$44.6M 0.75%
701,052
+4,100
+0.6% +$248K
PEP icon
24
PepsiCo
PEP
$186B
$43.4M 0.73%
240,354
+5,575
+2% +$994K
BAC icon
25
Bank of America
BAC
$435B
$42.4M 0.71%
1,281,006
+28,021
+2% +$965K
1
2 3 4 5

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IA
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AT
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MSV
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CCM
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UM
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FCAS
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RFC
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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.