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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
VLO icon
276
Valero Energy
VLO
$85.9B
$3.94M 0.07%
52,441
-693
-1% -$51.6K
PCAR icon
277
PACCAR
PCAR
$70.1B
$3.93M 0.07%
66,732
-690
-1% -$39.9K
LH icon
278
Labcorp
LH
$25.9B
$3.92M 0.07%
14,509
-207
-1% -$51.2K
IT icon
279
Gartner
IT
$11.7B
$3.86M 0.07%
11,556
-111
-1% -$35.7K
HUBS icon
280
HubSpot
HUBS
$10.5B
$3.86M 0.07%
5,852
-31
-0.5% -$23.5K
SWK icon
281
Stanley Black & Decker
SWK
$15.7B
$3.85M 0.07%
20,417
-305
-1% -$56.3K
CDW icon
282
CDW
CDW
$17B
$3.84M 0.07%
18,763
-250
-1% -$47.5K
EXR icon
283
Extra Space Storage
EXR
$31.6B
$3.84M 0.07%
16,917
– –
RSG icon
284
Republic Services
RSG
$65.7B
$3.75M 0.07%
26,864
– –
MDB icon
285
MongoDB
MDB
$32.1B
$3.72M 0.07%
7,032
– –
PLTR icon
286
Palantir
PLTR
$413B
$3.72M 0.07%
204,097
– –
MAA icon
287
Mid-America Apartment Communities
MAA
$15.7B
$3.7M 0.07%
16,124
-244
-1% -$50.5K
ON icon
288
ON Semiconductor
ON
$31.6B
$3.69M 0.07%
54,266
– –
GLW icon
289
Corning
GLW
$143B
$3.65M 0.07%
98,040
– –
HSY icon
290
Hershey
HSY
$36.6B
$3.65M 0.07%
18,862
-236
-1% -$42.7K
OKTA icon
291
Okta
OKTA
$25.8B
$3.65M 0.07%
16,278
– –
VMC icon
292
Vulcan Materials
VMC
$36.9B
$3.63M 0.07%
17,506
-280
-2% -$54.2K
WEC icon
293
WEC Energy
WEC
$35.1B
$3.63M 0.07%
37,428
-1,806
-5% -$165K
CERN
294
DELISTED
Cerner Corp
CERN
$3.62M 0.07%
38,996
-559
-1% -$42.5K
DVN icon
295
Devon Energy
DVN
$47.3B
$3.61M 0.07%
81,870
+204
+0.2% +$8.48K
MLM icon
296
Martin Marietta Materials
MLM
$33B
$3.59M 0.07%
8,140
-181
-2% -$73.4K
ZBH icon
297
Zimmer Biomet
ZBH
$18.4B
$3.55M 0.07%
28,818
+444
+2% +$58.1K
TSCO icon
298
Tractor Supply
TSCO
$18B
$3.55M 0.07%
74,460
-1,205
-2% -$52.7K
ETSY icon
299
Etsy
ETSY
$7.85B
$3.54M 0.06%
16,179
– –
TER icon
300
Teradyne
TER
$59.3B
$3.51M 0.06%
21,491
-333
-2% -$46.8K
10 11
12
13 14

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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 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.