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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
+9.95%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.64B
AUM Growth
+$1.04B
Cap. Flow
+$477M
Cap. Flow %
6.24%
Top 10 Hldgs %
29.21%
Holding
647
New
23
Increased
484
Reduced
92
Closed
9

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$24.4M
2
MSFT icon
Microsoft
MSFT
+$20.3M
3
NEE icon
NextEra Energy
NEE
+$14.1M
4
TSLA icon
Tesla
TSLA
+$11.7M
5
UNP icon
Union Pacific
UNP
+$10.6M

Top Sells

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$5.84M
2
BA icon
Boeing
BA
+$5.8M
3
INDA icon
iShares MSCI India ETF
INDA
+$2.76M
4
PLUG icon
Plug Power
PLUG
+$999K
5
NWL icon
Newell Brands
NWL
+$963K

Sector Composition

Rank Sector Weight
1 Technology 29.64%
2 Healthcare 13.15%
3 Financials 11.48%
4 Consumer Discretionary 11.08%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$603M 7.89%
3,107,640
+140,249
+5% +$24.4M
MSFT icon
2
Microsoft
MSFT
$2.84T
$475M 6.22%
1,394,992
+64,872
+5% +$20.3M
AMZN icon
3
Amazon
AMZN
$2.5T
$234M 3.06%
1,791,699
+81,716
+5% +$9.33M
NVDA icon
4
NVIDIA
NVDA
$5.01T
$207M 2.71%
4,885,520
+228,090
+5% +$7.57M
TSLA icon
5
Tesla
TSLA
$1.24T
$147M 1.93%
561,694
+58,412
+12% +$11.7M
GOOG icon
6
Alphabet (Google) Class C
GOOG
$3.9T
$142M 1.86%
1,172,632
+32,003
+3% +$3.7M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.91T
$126M 1.64%
1,048,893
+58,597
+6% +$6.74M
META icon
8
Meta Platforms (Facebook)
META
$1.51T
$123M 1.62%
430,248
+17,415
+4% +$4.3M
UNH icon
9
UnitedHealth
UNH
$382B
$88.9M 1.16%
184,998
+8,807
+5% +$4.31M
JNJ icon
10
Johnson & Johnson
JNJ
$635B
$85.3M 1.12%
515,497
+22,986
+5% +$3.71M
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.07T
$84M 1.1%
246,426
+13,309
+6% +$4.34M
JPM icon
12
JPMorgan Chase
JPM
$939B
$83.5M 1.09%
574,065
+27,457
+5% +$3.78M
XOM icon
13
ExxonMobil
XOM
$651B
$83M 1.09%
773,489
+35,814
+5% +$3.91M
V icon
14
Visa
V
$677B
$76.3M 1%
321,401
+17,037
+6% +$3.9M
LLY icon
15
Eli Lilly
LLY
$1.07T
$74.7M 0.98%
159,255
+8,201
+5% +$3.44M
AVGO icon
16
Broadcom
AVGO
$1.82T
$70.5M 0.92%
813,040
+35,810
+5% +$2.55M
PG icon
17
Procter & Gamble
PG
$343B
$68.5M 0.9%
451,452
+22,097
+5% +$3.33M
MA icon
18
Mastercard
MA
$477B
$66.2M 0.87%
168,213
+7,731
+5% +$2.9M
HD icon
19
Home Depot
HD
$332B
$62.3M 0.82%
200,500
+9,624
+5% +$2.84M
MRK icon
20
Merck
MRK
$324B
$58.3M 0.76%
505,189
+24,628
+5% +$2.8M
CVX icon
21
Chevron
CVX
$388B
$55.9M 0.73%
355,108
+5,480
+2% +$879K
PEP icon
22
PepsiCo
PEP
$186B
$49.2M 0.64%
265,745
+15,417
+6% +$2.88M
NEE icon
23
NextEra Energy
NEE
$187B
$48.3M 0.63%
650,993
+185,661
+40% +$14.1M
KO icon
24
Coca-Cola
KO
$354B
$47.3M 0.62%
785,686
+51,555
+7% +$3.21M
ABBV icon
25
AbbVie
ABBV
$458B
$46.8M 0.61%
347,004
+16,715
+5% +$2.45M
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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GF
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IFM Investors's Q2 2023 Portfolio in Review

As of Q2 2023, IFM Investors held 647 positions worth $7.64B, up 16% from $6.59B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

IFM Investors deployed $477M of net new capital in Q2 2023, opening 23 new positions and adding to 484 existing holdings. Its largest new stake was Builders FirstSource: 26,570 shares worth $3.61M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 28% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Lockheed Martin, an estimated $5.84M trimmed.

  • IFM Investors's largest Q2 2023 buy was Builders FirstSource: 26,570 shares worth $3.61M.
  • IFM Investors added most to Apple in Q2 2023, an estimated $24.4M increase.
  • IFM Investors's biggest Q2 2023 reduction was Lockheed Martin, cutting an estimated $5.84M.
  • IFM Investors fully exited iShares MSCI India ETF in Q2 2023, selling an estimated $2.76M.
  • IFM Investors's ten largest holdings make up 29% of its $7.64B portfolio in Q2 2023.
  • IFM Investors opened 23 new positions and closed 9 in Q2 2023.
  • IFM Investors's portfolio value rose 16% quarter-over-quarter to $7.64B.

Based on IFM Investors's 13F filing for Q2 2023, filed 27 Jul 2023.