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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
COST icon
26
Costco
COST
$420B
$32.6M 0.6%
57,422
-695
-1% -$356K
CRM icon
27
Salesforce
CRM
$158B
$32.6M 0.6%
+128,207
New +$36M
ABT icon
28
Abbott
ABT
$186B
$32.5M 0.6%
231,207
-3,272
-1% -$419K
ABBV icon
29
AbbVie
ABBV
$434B
$31.8M 0.58%
235,220
-649
-0.3% -$76.7K
KO icon
30
Coca-Cola
KO
$375B
$31.4M 0.58%
529,932
-4,629
-0.9% -$258K
PEP icon
31
PepsiCo
PEP
$190B
$31M 0.57%
+178,520
New +$29.2M
CMCSA icon
32
Comcast
CMCSA
$90.2B
$30.2M 0.55%
599,987
-8,075
-1% -$421K
LLY icon
33
Eli Lilly
LLY
$1.06T
$29.9M 0.55%
108,207
-1,398
-1% -$354K
CVX icon
34
Chevron
CVX
$366B
$29.5M 0.54%
251,027
-2,953
-1% -$335K
WMT icon
35
Walmart Inc
WMT
$890B
$28.9M 0.53%
598,821
-5,760
-1% -$275K
VZ icon
36
Verizon
VZ
$195B
$28.6M 0.52%
550,850
-2,365
-0.4% -$123K
PYPL icon
37
PayPal
PYPL
$50.4B
$27.6M 0.51%
146,556
-1,766
-1% -$382K
NKE icon
38
Nike
NKE
$62.1B
$27.6M 0.51%
165,803
-2,016
-1% -$333K
INTC icon
39
Intel
INTC
$510B
$27.5M 0.5%
534,655
-6,986
-1% -$357K
DHR icon
40
Danaher
DHR
$144B
$27.4M 0.5%
93,843
-1,188
-1% -$327K
QCOM icon
41
Qualcomm
QCOM
$175B
$27.2M 0.5%
148,990
-1,754
-1% -$281K
MCD icon
42
McDonald's
MCD
$194B
$26M 0.48%
96,902
-1,505
-2% -$380K
WFC icon
43
Wells Fargo
WFC
$264B
$25.7M 0.47%
535,938
-7,715
-1% -$380K
MRK icon
44
Merck
MRK
$318B
$25.6M 0.47%
334,542
-4,169
-1% -$332K
LOW icon
45
Lowe's Companies
LOW
$125B
$23.9M 0.44%
92,506
-2,673
-3% -$635K
NEE icon
46
NextEra Energy
NEE
$177B
$23.7M 0.43%
253,900
-3,419
-1% -$295K
INTU icon
47
Intuit
INTU
$89.3B
$23.1M 0.42%
35,924
-349
-1% -$215K
T icon
48
AT&T
T
$163B
$23M 0.42%
1,240,273
-12,152
-1% -$227K
AMD icon
49
Advanced Micro Devices
AMD
$783B
$22.9M 0.42%
159,195
-1,849
-1% -$249K
TXN icon
50
Texas Instruments
TXN
$260B
$22.9M 0.42%
+121,383
New +$23.3M
1
2
3 4 5

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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.