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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 | |
|---|---|---|---|---|---|---|
376
Arch Capital
ACGL
$33.5B
| $3.06M | 0.05% |
63,173
+7,280
| +13% | +$338K |
|
377
Ingersoll Rand
IR
$33.8B
| $3.06M | 0.05% |
60,690
+9,139
| +18% | +$490K |
|
378
Revvity
RVTY
$12.9B
| $3.05M | 0.05% |
17,503
+2,316
| +15% | +$412K |
|
379
Brown-Forman Class B
BF.B
$12.9B
| $3.05M | 0.05% |
45,558
+6,666
| +17% | +$444K |
|
380
Synchrony
SYF
$25.5B
| $3.02M | 0.05% |
86,885
+14,173
| +19% | +$593K |
|
381
Corpay
CPAY
$25.9B
| $3M | 0.05% |
12,043
+1,632
| +16% | +$387K |
|
382
Sun Communities
SUI
$14.5B
| $2.98M | 0.05% |
17,016
+2,126
| +14% | +$395K |
|
383
Teradyne
TER
$57.6B
| $2.97M | 0.05% |
25,126
+3,635
| +17% | +$460K |
|
384
TransUnion
TRU
$15.3B
| $2.94M | 0.05% |
28,441
+3,804
| +15% | +$386K |
|
385
Healthpeak Properties
DOC
$14.6B
| $2.93M | 0.05% |
85,360
+12,165
| +17% | +$410K |
|
|
CTLT
386
DELISTED
CATALENT, INC.
CTLT
| $2.92M | 0.05% |
26,321
+3,964
| +18% | +$414K |
|
387
Omnicom Group
OMC
$22.9B
| $2.92M | 0.05% |
34,382
+5,446
| +19% | +$438K |
|
388
Paycom
PAYC
$9.55B
| $2.9M | 0.05% |
8,378
+1,230
| +17% | +$413K |
|
389
VF Corp
VFC
$5.89B
| $2.86M | 0.04% |
50,357
+7,565
| +18% | +$469K |
|
390
Quest Diagnostics
DGX
$26.1B
| $2.85M | 0.04% |
20,843
+3,405
| +20% | +$475K |
|
391
Constellation Energy
CEG
$97.2B
| $2.85M | 0.04% |
+50,687
| New | +$2.47M |
|
392
Expeditors International
EXPD
$23.2B
| $2.85M | 0.04% |
27,586
+4,880
| +21% | +$538K |
|
393
Darden Restaurants
DRI
$24.6B
| $2.84M | 0.04% |
21,368
+4,256
| +25% | +$588K |
|
394
Generac Holdings
GNRC
$12.4B
| $2.82M | 0.04% |
9,474
+1,460
| +18% | +$438K |
|
395
FMC
FMC
$1.3B
| $2.8M | 0.04% |
21,296
+2,527
| +13% | +$297K |
|
396
Tyler Technologies
TYL
$13.1B
| $2.8M | 0.04% |
6,287
+1,014
| +19% | +$456K |
|
397
Liberty Broadband Class C
LBRDK
$5.09B
| $2.79M | 0.04% |
20,609
+1,845
| +10% | +$269K |
|
398
Insulet
PODD
$9.94B
| $2.77M | 0.04% |
10,416
+1,817
| +21% | +$446K |
|
399
International Paper
IP
$21.9B
| $2.77M | 0.04% |
60,093
+8,936
| +17% | +$411K |
|
400
Broadridge
BR
$19.4B
| $2.76M | 0.04% |
17,735
+2,588
| +17% | +$397K |
|
Similar funds
IA
AT
UM
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GF
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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.