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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
ZS icon
301
Zscaler
ZS
$27.3B
$3.46M 0.06%
10,776
– –
ROKU icon
302
Roku
ROKU
$22.7B
$3.46M 0.06%
15,162
-154
-1% -$41.5K
ALB icon
303
Albemarle
ALB
$15.5B
$3.44M 0.06%
14,709
-166
-1% -$41.1K
OXY icon
304
Occidental Petroleum
OXY
$55.9B
$3.42M 0.06%
117,956
-1,590
-1% -$49.9K
EIX icon
305
Edison International
EIX
$26.4B
$3.4M 0.06%
49,850
-655
-1% -$41.5K
SYF icon
306
Synchrony
SYF
$25.6B
$3.37M 0.06%
72,712
-884
-1% -$42.5K
DOV icon
307
Dover
DOV
$28.4B
$3.36M 0.06%
18,493
-234
-1% -$39.7K
SWKS icon
308
Skyworks Solutions
SWKS
$10.6B
$3.34M 0.06%
+21,543
New +$3.45M
VRSN icon
309
VeriSign
VRSN
$26.6B
$3.32M 0.06%
13,068
-236
-2% -$54.6K
KDP icon
310
Keurig Dr Pepper
KDP
$40.8B
$3.31M 0.06%
89,943
+961
+1% +$33.9K
INVH icon
311
Invitation Homes
INVH
$18B
$3.31M 0.06%
72,996
– –
OKE icon
312
Oneok
OKE
$54.5B
$3.3M 0.06%
56,141
-708
-1% -$43.9K
EXPE icon
313
Expedia Group
EXPE
$37.3B
$3.29M 0.06%
18,233
+424
+2% +$72.1K
HIG icon
314
Hartford Financial Services
HIG
$39.3B
$3.28M 0.06%
47,526
– –
DRE
315
DELISTED
Duke Realty Corp.
DRE
$3.26M 0.06%
49,661
-759
-2% -$43.8K
TSN icon
316
Tyson Foods
TSN
$20.4B
$3.24M 0.06%
37,152
-548
-1% -$45.1K
LMT icon
317
Lockheed Martin
LMT
$136B
$3.23M 0.06%
9,098
-485
-5% -$168K
CHD icon
318
Church & Dwight Co
CHD
$24.5B
$3.21M 0.06%
31,280
-920
-3% -$83.4K
WAB icon
319
Wabtec
WAB
$49.3B
$3.2M 0.06%
34,695
+3,337
+11% +$306K
ESS icon
320
Essex Property Trust
ESS
$18.5B
$3.19M 0.06%
9,071
-114
-1% -$38.8K
VMW
321
DELISTED
VMware, Inc
VMW
$3.19M 0.06%
27,537
+15,596
+131% +$2.05M
IR icon
322
Ingersoll Rand
IR
$33.7B
$3.19M 0.06%
51,551
+1,459
+3% +$83.1K
NTRS icon
323
Northern Trust
NTRS
$33.9B
$3.16M 0.06%
26,451
– –
COO icon
324
Cooper Companies
COO
$14.5B
$3.15M 0.06%
30,064
+284
+1% +$28.9K
NDAQ icon
325
Nasdaq
NDAQ
$52.9B
$3.14M 0.06%
44,901
-564
-1% -$38.4K
11 12
13
14 15

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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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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.