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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
-3.24%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$6.44B
AUM Growth
+$991M
(+18%)
Cap. Flow
+$1.27B
Cap. Flow
% of AUM
19.64%
Top 10 Holdings %
Top 10 Hldgs %
27.85%
Holding
650
New
47
Increased
584
Reduced
13
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$73.3M |
| 2 |
Microsoft
MSFT
|
+$59.1M |
| 3 |
Amazon
AMZN
|
+$40.4M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$39.2M |
| 5 |
NextEra Energy
NEE
|
+$25.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
RTX Corp
RTX
|
+$6.77M |
| 2 |
XLNX
Xilinx Inc
XLNX
|
+$6.76M |
| 3 |
Honeywell
HON
|
+$6.53M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$6.44M |
| 5 |
Boeing
BA
|
+$3.58M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.42% |
| 2 | Healthcare | 12.99% |
| 3 | Financials | 12.45% |
| 4 | Consumer Discretionary | 11.81% |
| 5 | Communication Services | 9.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
CenterPoint Energy
CNP
$26.8B
| $5.23M | 0.08% |
170,611
+94,221
| +123% | +$2.65M |
|
252
Monster Beverage
MNST
$88.5B
| $5.17M | 0.08% |
129,358
+28,256
| +28% | +$1.19M |
|
253
Fastenal
FAST
$59.5B
| $5.12M | 0.08% |
172,388
+25,658
| +17% | +$717K |
|
254
Align Technology
ALGN
$12.3B
| $5.05M | 0.08% |
11,586
+1,746
| +18% | +$850K |
|
|
DFS
255
DELISTED
Discover Financial Services
DFS
| $5.03M | 0.08% |
45,684
+5,017
| +12% | +$590K |
|
256
PPG Industries
PPG
$26.6B
| $5.02M | 0.08% |
38,294
+7,868
| +26% | +$1.14M |
|
257
Mettler-Toledo International
MTD
$28.6B
| $5.02M | 0.08% |
3,653
+628
| +21% | +$906K |
|
258
Veeva Systems
VEEV
$37.4B
| $5.01M | 0.08% |
23,593
+5,961
| +34% | +$1.29M |
|
259
Rockwell Automation
ROK
$49B
| $5M | 0.08% |
17,839
+2,688
| +18% | +$772K |
|
260
Biogen
BIIB
$30.7B
| $4.97M | 0.08% |
23,597
+3,376
| +17% | +$734K |
|
261
Baker Hughes
BKR
$61.1B
| $4.91M | 0.08% |
134,722
+40,628
| +43% | +$1.23M |
|
262
Evergy
EVRG
$19.2B
| $4.87M | 0.08% |
71,312
+42,689
| +149% | +$2.75M |
|
263
Hershey
HSY
$36.6B
| $4.87M | 0.08% |
22,494
+3,632
| +19% | +$738K |
|
264
Corning
GLW
$143B
| $4.87M | 0.08% |
131,828
+33,788
| +34% | +$1.32M |
|
|
FITB
265
Fifth Third Bancorp
FITB
$51.8B
| $4.84M | 0.08% |
112,527
+21,747
| +24% | +$1.02M |
|
266
Trade Desk
TTD
$6.49B
| $4.83M | 0.07% |
69,706
+15,566
| +29% | +$1.12M |
|
267
Cloudflare
NET
$107B
| $4.82M | 0.07% |
40,247
+8,507
| +27% | +$887K |
|
268
Verisk Analytics
VRSK
$25B
| $4.82M | 0.07% |
22,441
+2,785
| +14% | +$549K |
|
269
CBRE Group
CBRE
$42.9B
| $4.82M | 0.07% |
52,624
+9,817
| +23% | +$956K |
|
270
Alexandria Real Estate Equities
ARE
$8.56B
| $4.8M | 0.07% |
23,845
+2,707
| +13% | +$528K |
|
271
Equity Residential
EQR
$25.1B
| $4.8M | 0.07% |
53,352
+6,432
| +14% | +$568K |
|
272
Expedia Group
EXPE
$37.3B
| $4.79M | 0.07% |
24,494
+6,261
| +34% | +$1.17M |
|
273
Match Group
MTCH
$8.55B
| $4.75M | 0.07% |
43,640
+10,848
| +33% | +$1.2M |
|
274
Alliant Energy
LNT
$18B
| $4.72M | 0.07% |
75,518
+44,269
| +142% | +$2.63M |
|
275
Otis Worldwide
OTIS
$28.2B
| $4.71M | 0.07% |
61,199
+8,666
| +16% | +$693K |
|
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UM
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IFM Investors's Q1 2022 Portfolio in Review
As of Q1 2022, IFM Investors held 650 positions worth $6.44B, up 18% from $5.45B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
IFM Investors deployed $1.27B of net new capital in Q1 2022, opening 47 new positions and adding to 584 existing holdings. Its largest new stake was Apollo Global Management: 56,427 shares worth $3.5M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was RTX Corp, an estimated $6.77M trimmed.
- IFM Investors's largest Q1 2022 buy was Apollo Global Management: 56,427 shares worth $3.5M.
- IFM Investors added most to Apple in Q1 2022, an estimated $73.3M increase.
- IFM Investors's biggest Q1 2022 reduction was RTX Corp, cutting an estimated $6.77M.
- IFM Investors fully exited Xilinx Inc in Q1 2022, selling an estimated $6.76M.
- IFM Investors's ten largest holdings make up 28% of its $6.44B portfolio in Q1 2022.
- IFM Investors opened 47 new positions and closed 5 in Q1 2022.
- IFM Investors's portfolio value rose 18% quarter-over-quarter to $6.44B.
Based on IFM Investors's 13F filing for Q1 2022, filed 13 Apr 2022.