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
+11.77%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$5.45B
AUM Growth
+$619M
Cap. Flow
+$147M
Cap. Flow %
2.69%
Top 10 Hldgs %
28.83%
Holding
615
New
30
Increased
85
Reduced
373
Closed
12

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$36M
2
PFE icon
Pfizer
PFE
+$35.9M
3
PEP icon
PepsiCo
PEP
+$29.2M
4
TXN icon
Texas Instruments
TXN
+$23.3M
5
SCHW
Charles Schwab
SCHW
+$15.8M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.72M
2
MSFT icon
Microsoft
MSFT
+$3.93M
3
KSU
Kansas City Southern
KSU
+$3.47M
4
ORCL icon
Oracle
ORCL
+$2.34M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.12M

Sector Composition

Rank Sector Weight
1 Technology 28.19%
2 Healthcare 13.26%
3 Financials 12.67%
4 Consumer Discretionary 12.61%
5 Communication Services 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHI icon
226
D.R. Horton
DHI
$42.3B
$4.84M 0.09%
44,643
-732
-2% -$70.5K
ADM icon
227
Archer Daniels Midland
ADM
$36.9B
$4.79M 0.09%
70,851
-605
-0.8% -$39.1K
EPAM icon
228
EPAM Systems
EPAM
$5.03B
$4.78M 0.09%
7,157
-55
-0.8% -$35.4K
IFF icon
229
International Flavors & Fragrances
IFF
$21.9B
$4.74M 0.09%
31,458
-272
-0.9% -$39.6K
ARE icon
230
Alexandria Real Estate Equities
ARE
$8.56B
$4.71M 0.09%
21,138
+418
+2% +$86.5K
FAST icon
231
Fastenal
FAST
$59.5B
$4.7M 0.09%
146,730
-1,580
-1% -$46.6K
DFS
232
DELISTED
Discover Financial Services
DFS
$4.7M 0.09%
40,667
+43
+0.1% +$5.09K
ANET icon
233
Arista Networks
ANET
$238B
$4.67M 0.09%
129,996
-1,412
-1% -$42.1K
WELL icon
234
Welltower
WELL
$171B
$4.66M 0.09%
54,372
-823
-1% -$68.6K
CBRE icon
235
CBRE Group
CBRE
$42.9B
$4.64M 0.09%
42,807
-617
-1% -$63.2K
DDOG icon
236
Datadog
DDOG
$84B
$4.63M 0.08%
26,006
+2,339
+10% +$397K
ALL icon
237
Allstate
ALL
$67.5B
$4.61M 0.08%
39,196
-564
-1% -$66.7K
OTIS icon
238
Otis Worldwide
OTIS
$28.2B
$4.57M 0.08%
52,533
-441
-0.8% -$36.9K
AMP icon
239
Ameriprise Financial
AMP
$48.8B
$4.57M 0.08%
15,160
-259
-2% -$76.6K
EFX icon
240
Equifax
EFX
$21.4B
$4.57M 0.08%
15,605
-149
-0.9% -$41.5K
ODFL icon
241
Old Dominion Freight Line
ODFL
$44.9B
$4.56M 0.08%
25,448
-288
-1% -$48.6K
WCN
242
Waste Connections
WCN
$42B
$4.56M 0.08%
33,459
-341
-1% -$45.3K
FRC
243
DELISTED
First Republic Bank
FRC
$4.55M 0.08%
22,027
-188
-0.8% -$39.7K
VEEV icon
244
Veeva Systems
VEEV
$37.4B
$4.5M 0.08%
17,632
– –
VRSK icon
245
Verisk Analytics
VRSK
$25B
$4.5M 0.08%
19,656
-488
-2% -$106K
STT icon
246
State Street
STT
$50.7B
$4.47M 0.08%
48,049
+121
+0.3% +$11.4K
TWTR
247
DELISTED
Twitter, Inc.
TWTR
$4.47M 0.08%
103,361
-445
-0.4% -$23.1K
CTVA icon
248
Corteva
CTVA
$51.3B
$4.46M 0.08%
94,300
-863
-0.9% -$39.3K
WST icon
249
West Pharmaceutical
WST
$24.9B
$4.43M 0.08%
9,452
-128
-1% -$55.1K
ANSS
250
DELISTED
Ansys
ANSS
$4.4M 0.08%
10,972
-107
-1% -$41.1K
8 9
10
11 12

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
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
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

IFM Investors's Q4 2021 Portfolio in Review

As of Q4 2021, IFM Investors held 615 positions worth $5.45B, up 13% from $4.83B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

IFM Investors's Q4 2021 filing shows 30 new, 85 increased, 373 reduced and 12 closed positions. Its largest new stake was Salesforce: 128,207 shares worth $32.6M. The largest sale was Apple, an estimated $6.72M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.

  • IFM Investors's largest Q4 2021 buy was Salesforce: 128,207 shares worth $32.6M.
  • IFM Investors added most to Sea Limited in Q4 2021, an estimated $2.9M increase.
  • IFM Investors's biggest Q4 2021 reduction was Apple, cutting an estimated $6.72M.
  • IFM Investors fully exited Kansas City Southern in Q4 2021, selling an estimated $3.47M.
  • IFM Investors's ten largest holdings make up 29% of its $5.45B portfolio in Q4 2021.
  • IFM Investors opened 30 new positions and closed 12 in Q4 2021.
  • IFM Investors's portfolio value rose 13% quarter-over-quarter to $5.45B.

Based on IFM Investors's 13F filing for Q4 2021, filed 18 Jan 2022.