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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
VFC icon
326
VF Corp
VFC
$5.89B
$3.13M 0.06%
42,792
-607
-1% -$44.3K
FTV icon
327
Fortive
FTV
$18.6B
$3.13M 0.06%
54,469
-684
-1% -$38.7K
SUI icon
328
Sun Communities
SUI
$14.7B
$3.13M 0.06%
14,890
+362
+2% +$71.3K
LNG icon
329
Cheniere Energy
LNG
$52.9B
$3.12M 0.06%
30,771
-48
-0.2% -$5.01K
URI icon
330
United Rentals
URI
$72.4B
$3.11M 0.06%
9,347
-163
-2% -$58.1K
KHC icon
331
Kraft Heinz
KHC
$30B
$3.1M 0.06%
86,416
-1,338
-2% -$48.1K
GWW icon
332
W.W. Grainger
GWW
$60.2B
$3.07M 0.06%
5,927
-88
-1% -$41.5K
BBY icon
333
Best Buy
BBY
$17.3B
$3.07M 0.06%
30,217
-694
-2% -$79K
RVTY icon
334
Revvity
RVTY
$12.8B
$3.05M 0.06%
+15,187
New +$2.75M
WAT icon
335
Waters Corp
WAT
$39.9B
$3.05M 0.06%
8,194
-106
-1% -$37.1K
EXPD icon
336
Expeditors International
EXPD
$23.2B
$3.05M 0.06%
22,706
– –
MKC icon
337
McCormick & Company Non-Voting
MKC
$14.2B
$3.04M 0.06%
31,483
-937
-3% -$79.8K
LBRDK icon
338
Liberty Broadband Class C
LBRDK
$5.15B
$3.02M 0.06%
18,764
-689
-4% -$113K
DGX icon
339
Quest Diagnostics
DGX
$26.3B
$3.02M 0.06%
17,438
-575
-3% -$87.5K
MAS icon
340
Masco
MAS
$15.3B
$3.01M 0.06%
42,910
+733
+2% +$47.4K
ENPH icon
341
Enphase Energy
ENPH
$5.53B
$3M 0.06%
16,382
+78
+0.5% +$16.3K
NTAP icon
342
NetApp
NTAP
$37.2B
$2.99M 0.05%
32,550
– –
KEY icon
343
KeyCorp
KEY
$24.4B
$2.98M 0.05%
128,789
-1,732
-1% -$40.2K
PFG icon
344
Principal Financial Group
PFG
$24.3B
$2.97M 0.05%
41,111
-224
-0.5% -$15.6K
PAYC icon
345
Paycom
PAYC
$9.69B
$2.97M 0.05%
7,148
-69
-1% -$32.7K
ULTA icon
346
Ulta Beauty
ULTA
$24.3B
$2.94M 0.05%
7,124
-133
-2% -$51.7K
TRU icon
347
TransUnion
TRU
$15.3B
$2.92M 0.05%
24,637
-323
-1% -$37K
BXP icon
348
Boston Properties
BXP
$11.1B
$2.91M 0.05%
25,232
+2,389
+10% +$275K
TRMB icon
349
Trimble
TRMB
$13.9B
$2.89M 0.05%
33,158
-442
-1% -$38K
HBAN icon
350
Huntington Bancshares
HBAN
$35.5B
$2.89M 0.05%
187,320
-3,013
-2% -$47.5K
12 13
14
15 16

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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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Verition Fund Management
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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.