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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
RIVN icon
426
Rivian
RIVN
$23.2B
$2.21M 0.04%
+21,279
New +$2.45M
PARA
427
DELISTED
Paramount Global Class B
PARA
$2.2M 0.04%
73,023
– –
BMRN icon
428
BioMarin Pharmaceuticals
BMRN
$12.4B
$2.18M 0.04%
24,669
-470
-2% -$38.8K
CAG icon
429
Conagra Brands
CAG
$7.23B
$2.17M 0.04%
63,607
-1,130
-2% -$37K
BRO icon
430
Brown & Brown
BRO
$23.9B
$2.16M 0.04%
30,726
– –
EQH icon
431
Equitable Holdings
EQH
$14.1B
$2.15M 0.04%
65,675
+4,509
+7% +$148K
JNPR
432
DELISTED
Juniper Networks
JNPR
$2.15M 0.04%
+60,145
New +$1.88M
NOC icon
433
Northrop Grumman
NOC
$81.2B
$2.14M 0.04%
5,534
-355
-6% -$132K
VICI icon
434
VICI Properties
VICI
$29.4B
$2.14M 0.04%
71,091
+3,204
+5% +$92.9K
CNP icon
435
CenterPoint Energy
CNP
$26.8B
$2.13M 0.04%
76,390
+3,326
+5% +$88.8K
BBWI icon
436
Bath & Body Works
BBWI
$4.1B
$2.13M 0.04%
30,536
– –
FBIN icon
437
Fortune Brands Innovations
FBIN
$6.06B
$2.13M 0.04%
23,284
+864
+4% +$74.8K
GEN icon
438
Gen Digital
GEN
$17.5B
$2.12M 0.04%
81,707
– –
ABMD
439
DELISTED
Abiomed Inc
ABMD
$2.12M 0.04%
5,909
-112
-2% -$37.8K
EMN icon
440
Eastman Chemical
EMN
$8.42B
$2.12M 0.04%
17,540
-361
-2% -$40.1K
OMC icon
441
Omnicom Group
OMC
$23.4B
$2.12M 0.04%
28,936
– –
CCL icon
442
Carnival Corporation Ltd
CCL
$39.7B
$2.11M 0.04%
105,061
– –
IRM icon
443
Iron Mountain
IRM
$36.1B
$2.1M 0.04%
40,190
– –
ENTG icon
444
Entegris
ENTG
$23.2B
$2.09M 0.04%
+15,107
New +$2.11M
SBNY
445
DELISTED
Signature Bank
SBNY
$2.09M 0.04%
+6,463
New +$2.01M
MKTX icon
446
MarketAxess Holdings
MKTX
$5.72B
$2.09M 0.04%
5,073
-86
-2% -$33.9K
STLD icon
447
Steel Dynamics
STLD
$37.6B
$2.08M 0.04%
33,535
+1,762
+6% +$110K
AAP icon
448
Advance Auto Parts
AAP
$3.49B
$2.08M 0.04%
8,660
– –
CVNA icon
449
Carvana
CVNA
$77.9B
$2.08M 0.04%
44,765
– –
AES icon
450
AES
AES
$10.5B
$2.07M 0.04%
85,303
– –
16 17
18
19 20

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UM
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FCAS
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RFC
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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.