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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
DOC icon
376
Healthpeak Properties
DOC
$14.8B
$2.64M 0.05%
73,195
+1,141
+2% +$39.4K
DTE icon
377
DTE Energy
DTE
$29.1B
$2.64M 0.05%
22,062
– –
VTR icon
378
Ventas
VTR
$47.9B
$2.63M 0.05%
51,519
– –
HAL icon
379
Halliburton
HAL
$26.6B
$2.61M 0.05%
114,175
-2,401
-2% -$56.9K
HES
380
DELISTED
Hess
HES
$2.61M 0.05%
35,252
-465
-1% -$37.7K
WDC icon
381
Western Digital
WDC
$150B
$2.6M 0.05%
52,860
-405
-0.8% -$17.6K
CE icon
382
Celanese
CE
$4.82B
$2.59M 0.05%
15,413
-367
-2% -$59.8K
TDY icon
383
Teledyne Technologies
TDY
$32B
$2.58M 0.05%
5,912
– –
TTWO icon
384
Take-Two Interactive
TTWO
$46.1B
$2.58M 0.05%
14,534
-236
-2% -$41.1K
DRI icon
385
Darden Restaurants
DRI
$24.4B
$2.58M 0.05%
17,112
– –
AKAM icon
386
Akamai
AKAM
$15.9B
$2.57M 0.05%
21,938
-250
-1% -$27.5K
MTB icon
387
M&T Bank
MTB
$36.2B
$2.55M 0.05%
16,609
– –
TECH icon
388
Bio-Techne
TECH
$11.3B
$2.55M 0.05%
19,720
-300
-1% -$36.8K
PCG icon
389
PG&E
PCG
$38.5B
$2.52M 0.05%
207,487
-3,784
-2% -$44.3K
PINS icon
390
Pinterest
PINS
$13.4B
$2.5M 0.05%
68,894
– –
AEE icon
391
Ameren
AEE
$30.1B
$2.5M 0.05%
28,032
-1,997
-7% -$170K
ACGL icon
392
Arch Capital
ACGL
$33.6B
$2.48M 0.05%
55,893
– –
BURL icon
393
Burlington
BURL
$23.2B
$2.48M 0.05%
8,512
-128
-1% -$36K
CZR icon
394
Caesars Entertainment
CZR
$6.14B
$2.47M 0.05%
26,443
-365
-1% -$37K
LHX icon
395
L3Harris
LHX
$53.4B
$2.47M 0.05%
11,579
-675
-6% -$150K
J icon
396
Jacobs Solutions
J
$17B
$2.45M 0.05%
21,298
– –
MOH icon
397
Molina Healthcare
MOH
$10.3B
$2.44M 0.04%
7,678
– –
CMS icon
398
CMS Energy
CMS
$22.3B
$2.43M 0.04%
37,356
– –
SSNC icon
399
SS&C Technologies
SSNC
$18.6B
$2.43M 0.04%
29,622
– –
AVY icon
400
Avery Dennison
AVY
$13.4B
$2.42M 0.04%
11,161
+92
+0.8% +$19.7K
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
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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.