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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
AVTR icon
351
Avantor
AVTR
$9.19B
$2.89M 0.05%
68,494
-888
-1% -$35K
XYL icon
352
Xylem
XYL
$28.1B
$2.88M 0.05%
23,995
-315
-1% -$39.1K
DPZ icon
353
Domino's
DPZ
$11.6B
$2.87M 0.05%
5,090
-166
-3% -$84.4K
CTLT
354
DELISTED
CATALENT, INC.
CTLT
$2.86M 0.05%
22,357
– –
FE icon
355
FirstEnergy
FE
$27.5B
$2.86M 0.05%
68,674
-1,020
-1% -$39.3K
TYL icon
356
Tyler Technologies
TYL
$12.8B
$2.84M 0.05%
+5,273
New +$2.73M
BF.B icon
357
Brown-Forman Class B
BF.B
$13.1B
$2.83M 0.05%
38,892
-1,327
-3% -$94.4K
GNRC icon
358
Generac Holdings
GNRC
$12.5B
$2.82M 0.05%
8,014
-110
-1% -$45.6K
HPE icon
359
Hewlett Packard
HPE
$70.5B
$2.81M 0.05%
178,174
+2,158
+1% +$32.5K
POOL icon
360
Pool Corp
POOL
$7.5B
$2.81M 0.05%
4,964
-84
-2% -$44K
CLX icon
361
Clorox
CLX
$12.7B
$2.8M 0.05%
16,039
-229
-1% -$38.2K
SGEN
362
DELISTED
Seagen Inc. Common Stock
SGEN
$2.79M 0.05%
18,065
+96
+0.5% +$16.1K
NVR icon
363
NVR
NVR
$17B
$2.79M 0.05%
472
-8
-2% -$42.2K
RF icon
364
Regions Financial
RF
$26.8B
$2.79M 0.05%
127,929
-1,705
-1% -$39K
KMX icon
365
CarMax
KMX
$8.26B
$2.79M 0.05%
21,388
-284
-1% -$39.8K
BR icon
366
Broadridge
BR
$19B
$2.77M 0.05%
15,147
-150
-1% -$26.4K
HOLX
367
DELISTED
Hologic
HOLX
$2.76M 0.05%
36,002
-1,118
-3% -$82.2K
CFG icon
368
Citizens Financial Group
CFG
$30.6B
$2.75M 0.05%
58,146
-365
-0.6% -$17.6K
LYV icon
369
Live Nation Entertainment
LYV
$42.1B
$2.73M 0.05%
22,805
+525
+2% +$56.6K
COR icon
370
Cencora
COR
$61.2B
$2.73M 0.05%
20,502
-304
-1% -$37.4K
ETR icon
371
Entergy
ETR
$50B
$2.71M 0.05%
48,128
-732
-1% -$38.4K
ALNY icon
372
Alnylam Pharmaceuticals
ALNY
$29.3B
$2.7M 0.05%
15,932
-59
-0.4% -$11K
PPL
373
PPL Corp
PPL
$26.7B
$2.7M 0.05%
89,760
-5,559
-6% -$160K
GPC icon
374
Genuine Parts
GPC
$18.7B
$2.66M 0.05%
18,950
-300
-2% -$39.7K
MPWR icon
375
Monolithic Power Systems
MPWR
$68.9B
$2.66M 0.05%
5,383
-75
-1% -$38.7K
13 14
15
16 17

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UM
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FCAS
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RFC
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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.