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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
AAPL icon
1
Apple
AAPL
$4.54T
$489M 7.42%
2,967,391
+63,798
+2% +$9.41M
MSFT icon
2
Microsoft
MSFT
$3.45T
$383M 5.82%
1,330,120
+43,628
+3% +$11.1M
AMZN icon
3
Amazon
AMZN
$2.92T
$177M 2.68%
1,709,983
+61,459
+4% +$5.94M
NVDA icon
4
NVIDIA
NVDA
$4.86T
$129M 1.96%
4,657,430
+85,020
+2% +$1.84M
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.36T
$119M 1.8%
1,140,629
+22,454
+2% +$2.17M
TSLA icon
6
Tesla
TSLA
$1.23T
$104M 1.58%
503,282
+19,839
+4% +$3.46M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.36T
$103M 1.56%
990,296
+28,130
+3% +$2.7M
META icon
8
Meta Platforms (Facebook)
META
$1.42T
$87.5M 1.33%
412,833
+9,464
+2% +$1.61M
UNH icon
9
UnitedHealth
UNH
$376B
$83.3M 1.26%
176,191
+5,109
+3% +$2.47M
XOM icon
10
ExxonMobil
XOM
$644B
$80.9M 1.23%
737,675
+18,298
+3% +$2.02M
JNJ icon
11
Johnson & Johnson
JNJ
$618B
$76.3M 1.16%
492,511
+12,493
+3% +$2.02M
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.1T
$72M 1.09%
233,117
+7,672
+3% +$2.36M
JPM icon
13
JPMorgan Chase
JPM
$935B
$71.2M 1.08%
546,608
+23,296
+4% +$3.19M
V icon
14
Visa
V
$684B
$68.6M 1.04%
304,364
+8,062
+3% +$1.79M
PG icon
15
Procter & Gamble
PG
$336B
$63.8M 0.97%
429,355
+9,873
+2% +$1.41M
MA icon
16
Mastercard
MA
$502B
$58.3M 0.88%
160,482
+4,212
+3% +$1.53M
CVX icon
17
Chevron
CVX
$392B
$57M 0.87%
349,628
+8,046
+2% +$1.35M
HD icon
18
Home Depot
HD
$331B
$56.3M 0.85%
190,876
+4,972
+3% +$1.52M
ABBV icon
19
AbbVie
ABBV
$443B
$52.6M 0.8%
330,289
+9,628
+3% +$1.47M
LLY icon
20
Eli Lilly
LLY
$1.02T
$51.9M 0.79%
151,054
+4,591
+3% +$1.55M
MRK icon
21
Merck
MRK
$322B
$51.1M 0.78%
480,561
+14,294
+3% +$1.54M
AVGO icon
22
Broadcom
AVGO
$1.85T
$49.9M 0.76%
777,230
+59,420
+8% +$3.57M
PEP icon
23
PepsiCo
PEP
$190B
$45.6M 0.69%
250,328
+9,974
+4% +$1.74M
KO icon
24
Coca-Cola
KO
$377B
$45.5M 0.69%
734,131
+33,079
+5% +$2M
PFE icon
25
Pfizer
PFE
$143B
$42.9M 0.65%
1,051,703
+27,578
+3% +$1.19M
1
2 3 4 5

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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
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
Verition Fund Management
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Mawer Investment Management
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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.