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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
Cap. Flow
+$1.27B
Cap. Flow %
19.64%
Top 10 Hldgs %
27.85%
Holding
650
New
47
Increased
584
Reduced
13
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$73.3M
2
MSFT icon
Microsoft
MSFT
+$59.1M
3
AMZN icon
Amazon
AMZN
+$40.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$39.2M
5
NEE icon
NextEra Energy
NEE
+$25.5M

Top Sells

Rank Stock Value
1
RTX icon
RTX Corp
RTX
+$6.77M
2
XLNX
Xilinx Inc
XLNX
+$6.76M
3
HON icon
Honeywell
HON
+$6.53M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$6.44M
5
BA icon
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
RSG icon
276
Republic Services
RSG
$65.7B
$4.7M 0.07%
35,450
+8,586
+32% +$1.09M
TWTR
277
DELISTED
Twitter, Inc.
TWTR
$4.67M 0.07%
120,833
+17,472
+17% +$638K
CMI icon
278
Cummins
CMI
$88.7B
$4.63M 0.07%
22,559
+3,573
+19% +$773K
KKR icon
279
KKR & Co
KKR
$92.3B
$4.62M 0.07%
78,983
+12,946
+20% +$815K
GD icon
280
General Dynamics
GD
$106B
$4.59M 0.07%
19,046
+10,552
+124% +$2.34M
WST icon
281
West Pharmaceutical
WST
$24.9B
$4.57M 0.07%
11,134
+1,682
+18% +$658K
PCAR icon
282
PACCAR
PCAR
$70.1B
$4.56M 0.07%
77,705
+10,973
+16% +$670K
ON icon
283
ON Semiconductor
ON
$31.6B
$4.53M 0.07%
72,278
+18,012
+33% +$1.1M
HES
284
DELISTED
Hess
HES
$4.49M 0.07%
41,906
+6,654
+19% +$631K
TWLO icon
285
Twilio
TWLO
$36.6B
$4.48M 0.07%
27,162
+6,154
+29% +$1.12M
ODFL icon
286
Old Dominion Freight Line
ODFL
$44.9B
$4.47M 0.07%
29,946
+4,498
+18% +$700K
ATO icon
287
Atmos Energy
ATO
$28.8B
$4.46M 0.07%
37,357
+20,790
+125% +$2.27M
BALL icon
288
Ball Corp
BALL
$16.8B
$4.42M 0.07%
49,101
+7,178
+17% +$653K
MDB icon
289
MongoDB
MDB
$32.1B
$4.41M 0.07%
9,937
+2,905
+41% +$1.14M
KEYS icon
290
Keysight
KEYS
$58.3B
$4.37M 0.07%
27,684
+3,879
+16% +$646K
EFX icon
291
Equifax
EFX
$21.4B
$4.32M 0.07%
18,216
+2,611
+17% +$615K
WY icon
292
Weyerhaeuser
WY
$18.4B
$4.25M 0.07%
112,205
+15,959
+17% +$633K
FRC
293
DELISTED
First Republic Bank
FRC
$4.25M 0.07%
26,215
+4,188
+19% +$731K
VTR icon
294
Ventas
VTR
$47.9B
$4.2M 0.07%
68,000
+16,481
+32% +$901K
ANSS
295
DELISTED
Ansys
ANSS
$4.17M 0.06%
13,143
+2,171
+20% +$709K
ZBH icon
296
Zimmer Biomet
ZBH
$18.4B
$4.15M 0.06%
32,429
+3,611
+13% +$435K
CERN
297
DELISTED
Cerner Corp
CERN
$4.14M 0.06%
44,280
+5,284
+14% +$489K
KHC icon
298
Kraft Heinz
KHC
$30B
$4.12M 0.06%
104,707
+18,291
+21% +$685K
LHX icon
299
L3Harris
LHX
$53.4B
$4.12M 0.06%
16,570
+4,991
+43% +$1.16M
MOS icon
300
The Mosaic Company
MOS
$7.33B
$4.11M 0.06%
61,860
+10,982
+22% +$549K
10 11
12
13 14

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UM
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FCAS
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RFC
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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.