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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
CCK icon
451
Crown Holdings
CCK
$13.1B
$1.83M 0.04%
18,197
– –
MASI
452
DELISTED
Masimo
MASI
$1.83M 0.04%
6,774
– –
GD icon
453
General Dynamics
GD
$106B
$1.83M 0.04%
9,351
-210
-2% -$41.1K
OC icon
454
Owens Corning
OC
$12.4B
$1.83M 0.04%
21,382
+2,580
+14% +$243K
Z icon
455
Zillow
Z
$7.56B
$1.82M 0.04%
20,704
+403
+2% +$40.8K
EVRG icon
456
Evergy
EVRG
$19.2B
$1.82M 0.04%
29,291
– –
CGNX icon
457
Cognex
CGNX
$11.3B
$1.82M 0.04%
22,642
– –
EQH icon
458
Equitable Holdings
EQH
$14.1B
$1.81M 0.04%
61,166
– –
AAP icon
459
Advance Auto Parts
AAP
$3.49B
$1.81M 0.04%
8,660
-188
-2% -$39.2K
CTXS
460
DELISTED
Citrix Systems Inc
CTXS
$1.81M 0.04%
16,849
+84
+0.5% +$9.07K
EMN icon
461
Eastman Chemical
EMN
$8.42B
$1.8M 0.04%
17,901
– –
CNP icon
462
CenterPoint Energy
CNP
$26.8B
$1.8M 0.04%
73,064
– –
FOXA icon
463
Fox Class A
FOXA
$26.9B
$1.79M 0.04%
44,569
– –
VMW
464
DELISTED
VMware, Inc
VMW
$1.78M 0.04%
11,941
– –
PKG icon
465
Packaging Corp of America
PKG
$22.8B
$1.77M 0.04%
12,885
– –
FMC icon
466
FMC
FMC
$1.33B
$1.75M 0.04%
19,166
– –
XRAY icon
467
Dentsply Sirona
XRAY
$2.43B
$1.75M 0.04%
30,237
– –
INCY icon
468
Incyte
INCY
$24.4B
$1.75M 0.04%
25,496
– –
ELS icon
469
Equity Lifestyle Properties
ELS
$12.6B
$1.75M 0.04%
22,435
– –
LNT icon
470
Alliant Energy
LNT
$18B
$1.75M 0.04%
31,249
+246
+0.8% +$14.5K
CBOE icon
471
Cboe Global Markets
CBOE
$29.9B
$1.75M 0.04%
14,108
– –
IRM icon
472
Iron Mountain
IRM
$36.1B
$1.75M 0.04%
40,190
-906
-2% -$40.8K
MTN icon
473
Vail Resorts
MTN
$5.3B
$1.73M 0.04%
5,188
-128
-2% -$39.5K
FNF icon
474
Fidelity National Financial
FNF
$13.5B
$1.73M 0.04%
39,676
+329
+0.8% +$14.6K
RHI icon
475
Robert Half
RHI
$4.37B
$1.73M 0.04%
17,190
– –
17 18
19
20 21

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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.