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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
AMC icon
376
AMC Entertainment Holdings
AMC
$2.31B
$2.45M 0.05%
+6,442
New +$2.6M
BURL icon
377
Burlington
BURL
$23.2B
$2.45M 0.05%
8,640
– –
ENPH icon
378
Enphase Energy
ENPH
$5.53B
$2.44M 0.05%
16,304
+143
+0.9% +$24.5K
W icon
379
Wayfair
W
$14.6B
$2.44M 0.05%
9,566
-105
-1% -$29.6K
AEE icon
380
Ameren
AEE
$30.1B
$2.43M 0.05%
30,029
+170
+0.6% +$14.5K
ETR icon
381
Entergy
ETR
$50B
$2.43M 0.05%
48,860
– –
TECH icon
382
Bio-Techne
TECH
$11.3B
$2.42M 0.05%
20,020
– –
DRE
383
DELISTED
Duke Realty Corp.
DRE
$2.41M 0.05%
50,420
-880
-2% -$44.4K
DOC icon
384
Healthpeak Properties
DOC
$14.8B
$2.41M 0.05%
72,054
+761
+1% +$26.9K
TER icon
385
Teradyne
TER
$59.3B
$2.38M 0.05%
21,824
– –
CE icon
386
Celanese
CE
$4.82B
$2.38M 0.05%
15,780
– –
CINF icon
387
Cincinnati Financial
CINF
$27.1B
$2.37M 0.05%
20,739
+125
+0.6% +$14.8K
GWW icon
388
W.W. Grainger
GWW
$60.2B
$2.36M 0.05%
6,015
-86
-1% -$37.3K
MAS icon
389
Masco
MAS
$15.3B
$2.34M 0.05%
42,177
– –
TFX icon
390
Teleflex
TFX
$5.98B
$2.34M 0.05%
6,213
– –
J icon
391
Jacobs Solutions
J
$17B
$2.33M 0.05%
21,298
+100
+0.5% +$11.1K
GPC icon
392
Genuine Parts
GPC
$18.7B
$2.33M 0.05%
19,250
– –
AKAM icon
393
Akamai
AKAM
$15.9B
$2.32M 0.05%
22,188
– –
BKR icon
394
Baker Hughes
BKR
$61.1B
$2.32M 0.05%
93,637
– –
NVR icon
395
NVR
NVR
$17B
$2.3M 0.05%
480
+2
+0.4% +$10.2K
AVY icon
396
Avery Dennison
AVY
$13.4B
$2.29M 0.05%
11,069
-144
-1% -$30.9K
TTWO icon
397
Take-Two Interactive
TTWO
$46.1B
$2.28M 0.05%
14,770
– –
MGM icon
398
MGM Resorts International
MGM
$11.2B
$2.27M 0.05%
52,701
– –
BIO icon
399
Bio-Rad Laboratories Class A
BIO
$9.42B
$2.27M 0.05%
3,047
+139
+5% +$104K
WDC icon
400
Western Digital
WDC
$150B
$2.27M 0.05%
53,265
+472
+0.9% +$22.4K
14 15
16
17 18

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.