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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
Cap. Flow
+$1.27B
Cap. Flow %
19.64%
Top 10 Hldgs %
27.85%
Holding
650
New
47
Increased
584
Reduced
13
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$73.3M
2
MSFT icon
Microsoft
MSFT
+$59.1M
3
AMZN icon
Amazon
AMZN
+$40.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$39.2M
5
NEE icon
NextEra Energy
NEE
+$25.5M

Top Sells

Rank Stock Value
1
RTX icon
RTX Corp
RTX
+$6.77M
2
XLNX
Xilinx Inc
XLNX
+$6.76M
3
HON icon
Honeywell
HON
+$6.53M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$6.44M
5
BA icon
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
AVTR icon
401
Avantor
AVTR
$9.29B
$2.75M 0.04%
81,324
+12,830
+19% +$458K
TRMB icon
402
Trimble
TRMB
$13.6B
$2.75M 0.04%
38,111
+4,953
+15% +$353K
GPC icon
403
Genuine Parts
GPC
$18.5B
$2.75M 0.04%
21,801
+2,851
+15% +$369K
TDG icon
404
TransDigm Group
TDG
$67.6B
$2.74M 0.04%
4,209
+1,261
+43% +$810K
BILL icon
405
BILL Holdings
BILL
$4.91B
$2.73M 0.04%
12,032
+2,395
+25% +$499K
SEDG icon
406
SolarEdge
SEDG
$1.98B
$2.72M 0.04%
8,449
+1,367
+19% +$375K
TTWO icon
407
Take-Two Interactive
TTWO
$47.4B
$2.72M 0.04%
17,712
+3,178
+22% +$508K
CPT icon
408
Camden Property Trust
CPT
$11B
$2.72M 0.04%
16,377
+3,623
+28% +$598K
CE icon
409
Celanese
CE
$4.88B
$2.72M 0.04%
19,029
+3,616
+23% +$552K
AES icon
410
AES
AES
$10.5B
$2.72M 0.04%
105,645
+20,342
+24% +$460K
ENTG icon
411
Entegris
ENTG
$22B
$2.69M 0.04%
20,521
+5,414
+36% +$696K
MGM icon
412
MGM Resorts International
MGM
$10.9B
$2.65M 0.04%
63,302
+10,601
+20% +$456K
CLX icon
413
Clorox
CLX
$13B
$2.63M 0.04%
18,944
+2,905
+18% +$445K
BRO icon
414
Brown & Brown
BRO
$24B
$2.62M 0.04%
36,315
+5,589
+18% +$375K
UDR icon
415
UDR
UDR
$12.1B
$2.62M 0.04%
45,650
+7,165
+19% +$407K
JNPR
416
DELISTED
Juniper Networks
JNPR
$2.62M 0.04%
70,375
+10,230
+17% +$352K
DELL icon
417
Dell
DELL
$296B
$2.61M 0.04%
52,010
+11,717
+29% +$654K
IRM icon
418
Iron Mountain
IRM
$36.2B
$2.61M 0.04%
47,108
+6,918
+17% +$330K
MAS icon
419
Masco
MAS
$14.7B
$2.6M 0.04%
51,073
+8,163
+19% +$485K
TFX icon
420
Teleflex
TFX
$5.89B
$2.6M 0.04%
7,325
+1,208
+20% +$398K
SBNY
421
DELISTED
Signature Bank
SBNY
$2.56M 0.04%
8,738
+2,275
+35% +$739K
POOL icon
422
Pool Corp
POOL
$7.27B
$2.56M 0.04%
6,052
+1,088
+22% +$508K
K
423
DELISTED
Kellanova
K
$2.55M 0.04%
42,158
+5,060
+14% +$304K
SSNC icon
424
SS&C Technologies
SSNC
$18.7B
$2.55M 0.04%
34,012
+4,390
+15% +$343K
EPAM icon
425
EPAM Systems
EPAM
$5.02B
$2.55M 0.04%
8,587
+1,430
+20% +$561K
15 16
17
18 19

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IA
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AT
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UM
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GF
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Verition Fund Management
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NMO
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BGC
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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.