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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
FMC icon
451
FMC
FMC
$1.33B
$2.06M 0.04%
18,769
-397
-2% -$39.9K
WPC icon
452
W.P. Carey
WPC
$16.4B
$2.06M 0.04%
25,649
-507
-2% -$38.8K
CAH icon
453
Cardinal Health
CAH
$55.4B
$2.03M 0.04%
39,392
-734
-2% -$36K
TFX icon
454
Teleflex
TFX
$5.98B
$2.01M 0.04%
6,117
-96
-2% -$32.7K
DASH icon
455
DoorDash
DASH
$93.7B
$2.01M 0.04%
13,475
+3,959
+42% +$750K
MOS icon
456
The Mosaic Company
MOS
$7.33B
$2M 0.04%
50,878
-1,042
-2% -$39.9K
IPG
457
DELISTED
Interpublic Group of Companies
IPG
$1.99M 0.04%
53,149
– –
SEDG icon
458
SolarEdge
SEDG
$1.95B
$1.99M 0.04%
+7,082
New +$2.24M
PHM icon
459
Pultegroup
PHM
$25.3B
$1.98M 0.04%
34,658
-404
-1% -$20.7K
WHR icon
460
Whirlpool
WHR
$2.82B
$1.98M 0.04%
8,442
– –
CCK icon
461
Crown Holdings
CCK
$13.1B
$1.97M 0.04%
17,837
-360
-2% -$38.3K
LCID icon
462
Lucid Motors
LCID
$2.77B
$1.97M 0.04%
+5,171
New +$1.95M
ELS icon
463
Equity Lifestyle Properties
ELS
$12.6B
$1.97M 0.04%
22,435
– –
EVRG icon
464
Evergy
EVRG
$19.2B
$1.96M 0.04%
28,623
-668
-2% -$43.4K
LNC icon
465
Lincoln National
LNC
$8.81B
$1.96M 0.04%
28,744
+292
+1% +$20.6K
FNF icon
466
Fidelity National Financial
FNF
$13.5B
$1.95M 0.04%
38,782
-894
-2% -$42.8K
MASI
467
DELISTED
Masimo
MASI
$1.94M 0.04%
6,636
-138
-2% -$39.3K
OC icon
468
Owens Corning
OC
$12.4B
$1.94M 0.04%
21,410
+28
+0.1% +$2.54K
SJM icon
469
J.M. Smucker
SJM
$12.8B
$1.93M 0.04%
+14,175
New +$1.81M
LNT icon
470
Alliant Energy
LNT
$18B
$1.92M 0.04%
31,249
– –
RHI icon
471
Robert Half
RHI
$4.37B
$1.92M 0.04%
17,190
– –
CTRA
472
DELISTED
Coterra Energy
CTRA
$1.91M 0.04%
100,599
+12,500
+14% +$261K
CHRW icon
473
C.H. Robinson
CHRW
$17.5B
$1.9M 0.03%
17,691
– –
CF icon
474
CF Industries
CF
$17.3B
$1.9M 0.03%
26,845
-651
-2% -$40.8K
PTC icon
475
PTC
PTC
$16B
$1.89M 0.03%
15,615
– –
17 18
19
20 21

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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.