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II

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
COST icon
26
Costco
COST
$420B
$39.7M 0.62%
68,866
+11,444
+20% +$6.01M
DIS icon
27
Walt Disney
DIS
$181B
$39.4M 0.61%
287,081
+47,503
+20% +$6.87M
CSCO icon
28
Cisco
CSCO
$479B
$37.3M 0.58%
668,844
+116,264
+21% +$6.58M
PEP icon
29
PepsiCo
PEP
$190B
$37M 0.57%
221,148
+42,628
+24% +$7.16M
LLY icon
30
Eli Lilly
LLY
$1.06T
$36.9M 0.57%
128,773
+20,566
+19% +$5.29M
TMO icon
31
Thermo Fisher Scientific
TMO
$220B
$36.3M 0.56%
61,516
+10,164
+20% +$5.84M
WMT icon
32
Walmart Inc
WMT
$890B
$35.9M 0.56%
722,589
+123,768
+21% +$5.81M
ADBE icon
33
Adobe
ADBE
$105B
$34.9M 0.54%
76,547
+12,188
+19% +$5.86M
VZ icon
34
Verizon
VZ
$196B
$34.8M 0.54%
683,639
+132,789
+24% +$7.03M
AMT icon
35
American Tower
AMT
$80.4B
$33.7M 0.52%
134,227
+74,405
+124% +$18.2M
CMCSA icon
36
Comcast
CMCSA
$90B
$33.7M 0.52%
719,213
+119,226
+20% +$5.74M
CRM icon
37
Salesforce
CRM
$158B
$33.3M 0.52%
156,668
+28,461
+22% +$6.13M
ABT icon
38
Abbott
ABT
$187B
$33.1M 0.51%
279,811
+48,604
+21% +$6.03M
MRK icon
39
Merck
MRK
$318B
$33M 0.51%
401,791
+67,249
+20% +$5.3M
INTC icon
40
Intel
INTC
$513B
$31.7M 0.49%
639,671
+105,016
+20% +$5.21M
WFC icon
41
Wells Fargo
WFC
$264B
$30.5M 0.47%
628,740
+92,802
+17% +$4.97M
DHR icon
42
Danaher
DHR
$144B
$29.4M 0.46%
112,968
+19,125
+20% +$4.79M
MCD icon
43
McDonald's
MCD
$195B
$28.5M 0.44%
115,375
+18,473
+19% +$4.6M
AMD icon
44
Advanced Micro Devices
AMD
$789B
$28.3M 0.44%
259,267
+100,072
+63% +$11.9M
QCOM icon
45
Qualcomm
QCOM
$176B
$27.2M 0.42%
177,701
+28,711
+19% +$4.82M
NKE icon
46
Nike
NKE
$61.9B
$27.1M 0.42%
201,242
+35,439
+21% +$4.98M
TXN icon
47
Texas Instruments
TXN
$261B
$27M 0.42%
146,891
+25,508
+21% +$4.5M
T icon
48
AT&T
T
$163B
$26.6M 0.41%
1,489,080
+248,807
+20% +$4.6M
BMY icon
49
Bristol-Myers Squibb
BMY
$132B
$26.2M 0.41%
358,632
+55,413
+18% +$3.72M
NFLX icon
50
Netflix
NFLX
$309B
$26.2M 0.41%
698,620
+117,680
+20% +$4.9M
1
2
3 4 5

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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 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.