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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
+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
XEL icon
251
Xcel Energy
XEL
$48.8B
$4.39M 0.08%
64,923
-1,954
-3% -$127K
AME icon
252
Ametek
AME
$58.2B
$4.37M 0.08%
29,750
-293
-1% -$40.1K
MTCH icon
253
Match Group
MTCH
$8.55B
$4.34M 0.08%
32,792
-321
-1% -$46.5K
NUE icon
254
Nucor
NUE
$62.1B
$4.33M 0.08%
37,950
-429
-1% -$46.9K
KR icon
255
Kroger
KR
$34.8B
$4.26M 0.08%
94,120
-1,247
-1% -$52.4K
EQR icon
256
Equity Residential
EQR
$25.1B
$4.25M 0.08%
46,920
– –
AJG icon
257
Arthur J. Gallagher & Co
AJG
$63.6B
$4.25M 0.08%
25,019
– –
PEG icon
258
Public Service Enterprise Group
PEG
$37.7B
$4.21M 0.08%
63,084
-1,287
-2% -$81.4K
ZBRA icon
259
Zebra Technologies
ZBRA
$17.8B
$4.18M 0.08%
7,027
-86
-1% -$48.8K
NET icon
260
Cloudflare
NET
$107B
$4.17M 0.08%
31,740
+2,070
+7% +$347K
KMI icon
261
Kinder Morgan
KMI
$68.7B
$4.15M 0.08%
261,544
-2,218
-0.8% -$36.9K
CPRT icon
262
Copart
CPRT
$27.5B
$4.14M 0.08%
109,312
-1,048
-0.9% -$38.9K
CMI icon
263
Cummins
CMI
$88.7B
$4.14M 0.08%
18,986
-255
-1% -$58.1K
SE icon
264
Sea Limited
SE
$69.5B
$4.12M 0.08%
18,421
+9,719
+112% +$2.9M
DLTR icon
265
Dollar Tree
DLTR
$25.2B
$4.12M 0.08%
29,315
-921
-3% -$112K
LEN icon
266
Lennar Class A
LEN
$21.2B
$4.11M 0.08%
36,528
-401
-1% -$41K
ES icon
267
Eversource Energy
ES
$27.2B
$4.1M 0.08%
45,016
-444
-1% -$38.2K
PSX icon
268
Phillips 66
PSX
$81.4B
$4.07M 0.07%
56,209
-754
-1% -$57K
BALL icon
269
Ball Corp
BALL
$16.8B
$4.04M 0.07%
41,923
-404
-1% -$37.4K
DOCU
270
DocuSign
DOCU
$11.5B
$4.02M 0.07%
26,383
+83
+0.3% +$18.9K
WMB icon
271
Williams Companies
WMB
$86.1B
$4M 0.07%
153,485
– –
CSGP icon
272
CoStar Group
CSGP
$12.3B
$3.99M 0.07%
50,513
-467
-0.9% -$39.2K
WY icon
273
Weyerhaeuser
WY
$18.4B
$3.96M 0.07%
96,246
-1,376
-1% -$52.3K
ED icon
274
Consolidated Edison
ED
$39.9B
$3.96M 0.07%
46,403
+886
+2% +$69.6K
FITB
275
Fifth Third Bancorp
FITB
$51.8B
$3.95M 0.07%
90,780
-1,603
-2% -$70.1K
9 10
11
12 13

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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
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RFC
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GF
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Verition Fund Management
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NMO
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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.