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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
WRK
426
DELISTED
WestRock Company
WRK
$2M 0.04%
40,105
+2,298
+6% +$116K
CAH icon
427
Cardinal Health
CAH
$55.4B
$1.99M 0.04%
40,126
– –
DASH icon
428
DoorDash
DASH
$93.7B
$1.96M 0.04%
+9,516
New +$1.82M
ABMD
429
DELISTED
Abiomed Inc
ABMD
$1.96M 0.04%
6,021
– –
NVAX icon
430
Novavax
NVAX
$1.31B
$1.96M 0.04%
9,452
– –
LNC icon
431
Lincoln National
LNC
$8.81B
$1.96M 0.04%
28,452
-679
-2% -$44.4K
IPG
432
DELISTED
Interpublic Group of Companies
IPG
$1.95M 0.04%
53,149
+402
+0.8% +$14.4K
AES icon
433
AES
AES
$10.5B
$1.95M 0.04%
85,303
– –
FDS icon
434
Factset
FDS
$10.2B
$1.95M 0.04%
4,929
-115
-2% -$41.8K
BMRN icon
435
BioMarin Pharmaceuticals
BMRN
$12.4B
$1.94M 0.04%
25,139
– –
VICI icon
436
VICI Properties
VICI
$29.4B
$1.93M 0.04%
67,887
+487
+0.7% +$14.8K
LKQ icon
437
LKQ Corp
LKQ
$6.29B
$1.93M 0.04%
38,321
– –
BBWI icon
438
Bath & Body Works
BBWI
$4.1B
$1.93M 0.04%
30,536
-6,593
-18% -$419K
CTRA
439
DELISTED
Coterra Energy
CTRA
$1.92M 0.04%
+88,099
New +$1.51M
AVLR
440
DELISTED
Avalara, Inc.
AVLR
$1.91M 0.04%
10,937
+354
+3% +$60.9K
ZEN
441
DELISTED
ZENDESK INC
ZEN
$1.9M 0.04%
16,329
– –
TDG icon
442
TransDigm Group
TDG
$67.7B
$1.89M 0.04%
3,024
– –
CPT icon
443
Camden Property Trust
CPT
$11.3B
$1.88M 0.04%
12,754
-271
-2% -$39.7K
PTC icon
444
PTC
PTC
$16B
$1.87M 0.04%
15,615
+107
+0.7% +$14.3K
WPC icon
445
W.P. Carey
WPC
$16.4B
$1.87M 0.04%
26,156
– –
FFIV icon
446
F5
FFIV
$22.7B
$1.87M 0.04%
9,389
– –
STLD icon
447
Steel Dynamics
STLD
$37.6B
$1.86M 0.04%
31,773
-2,698
-8% -$172K
MOS icon
448
The Mosaic Company
MOS
$7.33B
$1.85M 0.04%
51,920
– –
LYFT icon
449
Lyft
LYFT
$6.63B
$1.85M 0.04%
34,540
– –
JBHT icon
450
JB Hunt Transport Services
JBHT
$25.2B
$1.85M 0.04%
11,045
– –
16 17
18
19 20

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IA
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AT
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UM
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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 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.