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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
(+18%)
Cap. Flow
+$1.27B
Cap. Flow
% of AUM
19.64%
Top 10 Holdings %
Top 10 Hldgs %
27.85%
Holding
650
New
47
Increased
584
Reduced
13
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$73.3M |
| 2 |
Microsoft
MSFT
|
+$59.1M |
| 3 |
Amazon
AMZN
|
+$40.4M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$39.2M |
| 5 |
NextEra Energy
NEE
|
+$25.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
RTX Corp
RTX
|
+$6.77M |
| 2 |
XLNX
Xilinx Inc
XLNX
|
+$6.76M |
| 3 |
Honeywell
HON
|
+$6.53M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$6.44M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
326
Diamondback Energy
FANG
$54.8B
| $3.68M | 0.06% |
26,832
+5,915
| +28% | +$769K |
|
327
Church & Dwight Co
CHD
$24.4B
| $3.67M | 0.06% |
36,957
+5,677
| +18% | +$566K |
|
328
Wabtec
WAB
$49.3B
| $3.66M | 0.06% |
38,040
+3,345
| +10% | +$310K |
|
329
Okta
OKTA
$26.5B
| $3.64M | 0.06% |
24,116
+7,838
| +48% | +$1.4M |
|
330
Hartford Financial Services
HIG
$38.9B
| $3.63M | 0.06% |
50,531
+3,005
| +6% | +$212K |
|
331
CF Industries
CF
$17.9B
| $3.61M | 0.06% |
35,063
+8,218
| +31% | +$663K |
|
332
Boston Properties
BXP
$10.9B
| $3.61M | 0.06% |
28,053
+2,821
| +11% | +$342K |
|
333
Cooper Companies
COO
$14.7B
| $3.6M | 0.06% |
34,480
+4,416
| +15% | +$445K |
|
334
Northern Trust
NTRS
$34.4B
| $3.58M | 0.06% |
30,755
+4,304
| +16% | +$510K |
|
335
KeyCorp
KEY
$24.3B
| $3.54M | 0.05% |
158,063
+29,274
| +23% | +$728K |
|
336
Hewlett Packard
HPE
$73.6B
| $3.53M | 0.05% |
211,031
+32,857
| +18% | +$551K |
|
337
Principal Financial Group
PFG
$24.3B
| $3.52M | 0.05% |
48,014
+6,903
| +17% | +$500K |
|
338
Apollo Global Management
APO
$73.8B
| $3.5M | 0.05% |
+56,427
| New | +$3.71M |
|
339
Invitation Homes
INVH
$17.8B
| $3.48M | 0.05% |
86,639
+13,643
| +19% | +$559K |
|
340
NetApp
NTAP
$39.3B
| $3.46M | 0.05% |
41,706
+9,156
| +28% | +$796K |
|
341
Lennar Class A
LEN
$20.6B
| $3.44M | 0.05% |
43,739
+7,211
| +20% | +$650K |
|
342
Citizens Financial Group
CFG
$30.6B
| $3.42M | 0.05% |
75,447
+17,301
| +30% | +$889K |
|
343
Zebra Technologies
ZBRA
$17.9B
| $3.4M | 0.05% |
8,229
+1,202
| +17% | +$552K |
|
344
Huntington Bancshares
HBAN
$35.6B
| $3.4M | 0.05% |
232,481
+45,161
| +24% | +$707K |
|
345
Stanley Black & Decker
SWK
$15.4B
| $3.38M | 0.05% |
24,211
+3,794
| +19% | +$627K |
|
|
DOCU
346
DocuSign
DOCU
$11.4B
| $3.37M | 0.05% |
31,409
+5,026
| +19% | +$577K |
|
|
PARA
347
DELISTED
Paramount Global Class B
PARA
| $3.36M | 0.05% |
88,976
+15,953
| +22% | +$543K |
|
348
VeriSign
VRSN
$26.7B
| $3.36M | 0.05% |
15,096
+2,028
| +16% | +$442K |
|
349
Palantir
PLTR
$421B
| $3.35M | 0.05% |
244,250
+40,153
| +20% | +$536K |
|
350
Essential Utilities
WTRG
$11.1B
| $3.34M | 0.05% |
65,292
+34,168
| +110% | +$1.65M |
|
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UM
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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.