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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
+0.71%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$4.83B
AUM Growth
-$57.6M
Cap. Flow
-$42.9M
Cap. Flow %
-0.89%
Top 10 Hldgs %
28.45%
Holding
610
New
7
Increased
248
Reduced
173
Closed
25

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$108M
2
AMZN icon
Amazon
AMZN
+$12.6M
3
SNOW icon
Snowflake
SNOW
+$6.34M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$5.76M
5
TSLA icon
Tesla
TSLA
+$5.02M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$30M
2
PFE icon
Pfizer
PFE
+$28.7M
3
PEP icon
PepsiCo
PEP
+$26.8M
4
ACN icon
Accenture
ACN
+$24.8M
5
TXN icon
Texas Instruments
TXN
+$23.6M

Sector Composition

Rank Sector Weight
1 Technology 26.02%
2 Financials 13.59%
3 Healthcare 12.95%
4 Consumer Discretionary 12.77%
5 Communication Services 12.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFG icon
351
Principal Financial Group
PFG
$24.3B
$2.66M 0.06%
41,335
– –
CHD icon
352
Church & Dwight Co
CHD
$24.5B
$2.66M 0.06%
32,200
-443
-1% -$37.5K
PPL
353
PPL Corp
PPL
$26.7B
$2.66M 0.06%
95,319
+1,014
+1% +$29.3K
MPWR icon
354
Monolithic Power Systems
MPWR
$68.9B
$2.65M 0.05%
5,458
– –
CCL icon
355
Carnival Corporation Ltd
CCL
$39.7B
$2.63M 0.05%
105,061
-1,313
-1% -$30.5K
MKC icon
356
McCormick & Company Non-Voting
MKC
$14.2B
$2.63M 0.05%
32,420
+346
+1% +$29.7K
ULTA icon
357
Ulta Beauty
ULTA
$24.3B
$2.62M 0.05%
7,257
– –
DGX icon
358
Quest Diagnostics
DGX
$26.3B
$2.62M 0.05%
18,013
– –
DRI icon
359
Darden Restaurants
DRI
$24.4B
$2.59M 0.05%
17,112
+101
+0.6% +$14.8K
CRL icon
360
Charles River Laboratories
CRL
$12.8B
$2.59M 0.05%
6,268
+35
+0.6% +$14.5K
BR icon
361
Broadridge
BR
$19B
$2.55M 0.05%
15,297
-283
-2% -$48.2K
TDY icon
362
Teledyne Technologies
TDY
$32B
$2.54M 0.05%
5,912
-60
-1% -$26.5K
ALLY icon
363
Ally Financial
ALLY
$13.3B
$2.53M 0.05%
49,614
+287
+0.6% +$14.8K
IR icon
364
Ingersoll Rand
IR
$33.7B
$2.52M 0.05%
50,092
+534
+1% +$27.2K
HAL icon
365
Halliburton
HAL
$26.6B
$2.52M 0.05%
116,576
+754
+0.7% +$15.4K
HPE icon
366
Hewlett Packard
HPE
$70.5B
$2.51M 0.05%
176,016
+999
+0.6% +$14.4K
DPZ icon
367
Domino's
DPZ
$11.6B
$2.51M 0.05%
5,256
– –
QRVO icon
368
Qorvo
QRVO
$8.74B
$2.49M 0.05%
14,896
– –
COR icon
369
Cencora
COR
$61.2B
$2.48M 0.05%
20,806
– –
ON icon
370
ON Semiconductor
ON
$31.6B
$2.48M 0.05%
54,266
+327
+0.6% +$14K
FE icon
371
FirstEnergy
FE
$27.5B
$2.48M 0.05%
69,694
+387
+0.6% +$14.7K
MTB icon
372
M&T Bank
MTB
$36.2B
$2.48M 0.05%
16,609
-295
-2% -$40.9K
PODD icon
373
Insulet
PODD
$9.79B
$2.48M 0.05%
8,727
– –
BXP icon
374
Boston Properties
BXP
$11.1B
$2.48M 0.05%
22,843
+225
+1% +$25.7K
DTE icon
375
DTE Energy
DTE
$29.1B
$2.46M 0.05%
22,062
-5,574
-20% -$654K
13 14
15
16 17

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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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NMO
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IFM Investors's Q3 2021 Portfolio in Review

As of Q3 2021, IFM Investors held 610 positions worth $4.83B, down 1.2% from $4.89B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

IFM Investors's Q3 2021 filing shows 7 new, 248 increased, 173 reduced and 25 closed positions. Its largest new stake was Alphabet (Google) Class C: 780,540 shares worth $104M. The largest sale was Salesforce, an estimated $30M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Healthcare.

  • IFM Investors's largest Q3 2021 buy was Alphabet (Google) Class C: 780,540 shares worth $104M.
  • IFM Investors added most to Amazon in Q3 2021, an estimated $12.6M increase.
  • IFM Investors's biggest Q3 2021 reduction was L3Harris, cutting an estimated $3.46M.
  • IFM Investors fully exited Salesforce in Q3 2021, selling an estimated $30M.
  • IFM Investors's ten largest holdings make up 28% of its $4.83B portfolio in Q3 2021.
  • IFM Investors opened 7 new positions and closed 25 in Q3 2021.
  • IFM Investors's portfolio value fell 1.2% quarter-over-quarter to $4.83B.

Based on IFM Investors's 13F filing for Q3 2021, filed 13 Oct 2021.