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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
CCL icon
426
Carnival Corporation Ltd
CCL
$38.3B
$2.54M 0.04%
125,881
+20,820
+20% +$421K
CCK icon
427
Crown Holdings
CCK
$13B
$2.54M 0.04%
20,332
+2,495
+14% +$295K
GEN icon
428
Gen Digital
GEN
$17.6B
$2.54M 0.04%
95,765
+14,058
+17% +$387K
TECH icon
429
Bio-Techne
TECH
$11.2B
$2.53M 0.04%
23,400
+3,680
+19% +$380K
CAH icon
430
Cardinal Health
CAH
$55.6B
$2.53M 0.04%
44,573
+5,181
+13% +$277K
ALLY icon
431
Ally Financial
ALLY
$13.3B
$2.52M 0.04%
57,931
+8,317
+17% +$393K
JBHT icon
432
JB Hunt Transport Services
JBHT
$25B
$2.51M 0.04%
12,486
+1,658
+15% +$330K
BG icon
433
Bunge Global
BG
$21.7B
$2.48M 0.04%
22,426
+2,183
+11% +$224K
CAG icon
434
Conagra Brands
CAG
$7.04B
$2.46M 0.04%
73,285
+9,678
+15% +$330K
CZR icon
435
Caesars Entertainment
CZR
$6.15B
$2.46M 0.04%
31,794
+5,351
+20% +$430K
WDC icon
436
Western Digital
WDC
$151B
$2.45M 0.04%
65,364
+12,504
+24% +$513K
WRB icon
437
W.R. Berkley
WRB
$26.1B
$2.44M 0.04%
55,046
+10,269
+23% +$410K
KIM icon
438
Kimco Realty
KIM
$16.1B
$2.43M 0.04%
+98,305
New +$2.37M
AME icon
439
Ametek
AME
$58.1B
$2.41M 0.04%
18,125
-11,625
-39% -$1.56M
ETSY icon
440
Etsy
ETSY
$7.47B
$2.41M 0.04%
19,417
+3,238
+20% +$481K
DPZ icon
441
Domino's
DPZ
$11.4B
$2.41M 0.04%
5,927
+837
+16% +$365K
GTM
442
ZoomInfo Technologies
GTM
$1.25B
$2.41M 0.04%
40,360
+12,748
+46% +$684K
AVY icon
443
Avery Dennison
AVY
$13.5B
$2.41M 0.04%
13,852
+2,691
+24% +$500K
LNC icon
444
Lincoln National
LNC
$8.73B
$2.4M 0.04%
36,757
+8,013
+28% +$548K
KMX icon
445
CarMax
KMX
$8.43B
$2.4M 0.04%
24,859
+3,471
+16% +$373K
OC icon
446
Owens Corning
OC
$12.2B
$2.4M 0.04%
26,186
+4,776
+22% +$439K
NVR icon
447
NVR
NVR
$16.8B
$2.39M 0.04%
535
+63
+13% +$321K
FDS icon
448
Factset
FDS
$10.1B
$2.38M 0.04%
5,494
+565
+11% +$238K
EMN icon
449
Eastman Chemical
EMN
$8.36B
$2.38M 0.04%
21,233
+3,693
+21% +$433K
XYL icon
450
Xylem
XYL
$28.2B
$2.38M 0.04%
27,905
+3,910
+16% +$375K
16 17
18
19 20

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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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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.