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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
+0.71%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$4.83B
AUM Growth
-$57.6M
Cap. Flow
-$42.9M
Cap. Flow %
-0.89%
Top 10 Hldgs %
28.45%
Holding
610
New
7
Increased
248
Reduced
173
Closed
25

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$108M
2
AMZN icon
Amazon
AMZN
+$12.6M
3
SNOW icon
Snowflake
SNOW
+$6.34M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$5.76M
5
TSLA icon
Tesla
TSLA
+$5.02M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$30M
2
PFE icon
Pfizer
PFE
+$28.7M
3
PEP icon
PepsiCo
PEP
+$26.8M
4
ACN icon
Accenture
ACN
+$24.8M
5
TXN icon
Texas Instruments
TXN
+$23.6M

Sector Composition

Rank Sector Weight
1 Technology 26.02%
2 Financials 13.59%
3 Healthcare 12.95%
4 Consumer Discretionary 12.77%
5 Communication Services 12.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WEC icon
276
WEC Energy
WEC
$35.1B
$3.46M 0.07%
39,234
+269
+0.7% +$25.2K
ETSY icon
277
Etsy
ETSY
$7.85B
$3.37M 0.07%
16,179
+131
+0.8% +$26.6K
LBRDK icon
278
Liberty Broadband Class C
LBRDK
$5.15B
$3.36M 0.07%
19,453
+80
+0.4% +$14.4K
LEN icon
279
Lennar Class A
LEN
$21.2B
$3.35M 0.07%
36,929
+144
+0.4% +$14.3K
DDOG icon
280
Datadog
DDOG
$84B
$3.35M 0.07%
23,667
+645
+3% +$81.5K
NET icon
281
Cloudflare
NET
$107B
$3.34M 0.07%
29,670
-157
-0.5% -$18.8K
HIG icon
282
Hartford Financial Services
HIG
$39.3B
$3.34M 0.07%
47,526
-631
-1% -$41.7K
URI icon
283
United Rentals
URI
$72.4B
$3.34M 0.07%
9,510
– –
GNRC icon
284
Generac Holdings
GNRC
$12.5B
$3.32M 0.07%
8,124
– –
MDB icon
285
MongoDB
MDB
$32.1B
$3.32M 0.07%
7,032
– –
LMT icon
286
Lockheed Martin
LMT
$136B
$3.31M 0.07%
9,583
-115
-1% -$41.6K
ED icon
287
Consolidated Edison
ED
$39.9B
$3.3M 0.07%
45,517
+342
+0.8% +$25.5K
OKE icon
288
Oneok
OKE
$54.5B
$3.3M 0.07%
56,849
+636
+1% +$34.2K
BBY icon
289
Best Buy
BBY
$17.3B
$3.27M 0.07%
30,911
+127
+0.4% +$14.3K
ALB icon
290
Albemarle
ALB
$15.5B
$3.26M 0.07%
14,875
+114
+0.8% +$24.3K
HSY icon
291
Hershey
HSY
$36.6B
$3.23M 0.07%
19,098
+82
+0.4% +$14.5K
KHC icon
292
Kraft Heinz
KHC
$30B
$3.23M 0.07%
87,754
+709
+0.8% +$26.7K
RSG icon
293
Republic Services
RSG
$65.7B
$3.23M 0.07%
26,864
-491
-2% -$58.7K
COO icon
294
Cooper Companies
COO
$14.5B
$3.08M 0.06%
29,780
– –
TSCO icon
295
Tractor Supply
TSCO
$18B
$3.07M 0.06%
75,665
– –
MAA icon
296
Mid-America Apartment Communities
MAA
$15.7B
$3.06M 0.06%
16,368
-32
-0.2% -$6K
SGEN
297
DELISTED
Seagen Inc. Common Stock
SGEN
$3.05M 0.06%
17,969
– –
KDP icon
298
Keurig Dr Pepper
KDP
$40.8B
$3.04M 0.06%
88,982
+2,921
+3% +$102K
O icon
299
Realty Income
O
$59.1B
$3.04M 0.06%
48,342
+323
+0.7% +$21.8K
ALNY icon
300
Alnylam Pharmaceuticals
ALNY
$29.3B
$3.02M 0.06%
15,991
+75
+0.5% +$14.1K
10 11
12
13 14

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IA
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AT
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UM
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FCAS
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RFC
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GF
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NMO
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IFM Investors's Q3 2021 Portfolio in Review

As of Q3 2021, IFM Investors held 610 positions worth $4.83B, down 1.2% from $4.89B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

IFM Investors's Q3 2021 filing shows 7 new, 248 increased, 173 reduced and 25 closed positions. Its largest new stake was Alphabet (Google) Class C: 780,540 shares worth $104M. The largest sale was Salesforce, an estimated $30M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Healthcare.

  • IFM Investors's largest Q3 2021 buy was Alphabet (Google) Class C: 780,540 shares worth $104M.
  • IFM Investors added most to Amazon in Q3 2021, an estimated $12.6M increase.
  • IFM Investors's biggest Q3 2021 reduction was L3Harris, cutting an estimated $3.46M.
  • IFM Investors fully exited Salesforce in Q3 2021, selling an estimated $30M.
  • IFM Investors's ten largest holdings make up 28% of its $4.83B portfolio in Q3 2021.
  • IFM Investors opened 7 new positions and closed 25 in Q3 2021.
  • IFM Investors's portfolio value fell 1.2% quarter-over-quarter to $4.83B.

Based on IFM Investors's 13F filing for Q3 2021, filed 13 Oct 2021.