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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
WHR icon
476
Whirlpool
WHR
$2.7B
$1.72M 0.04%
8,442
– –
ELAN icon
477
Elanco Animal Health
ELAN
$10.8B
$1.72M 0.04%
53,817
-5,258
-9% -$176K
FBIN icon
478
Fortune Brands Innovations
FBIN
$5.75B
$1.71M 0.04%
22,420
+101
+0.5% +$8.4K
BRO icon
479
Brown & Brown
BRO
$23.8B
$1.7M 0.04%
30,726
-710
-2% -$39.6K
ATH
480
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$1.69M 0.03%
+24,523
New +$1.63M
L icon
481
Loews
L
$23.5B
$1.68M 0.03%
31,198
– –
FICO icon
482
Fair Isaac
FICO
$22.7B
$1.67M 0.03%
4,197
– –
NDSN icon
483
Nordson
NDSN
$17.3B
$1.67M 0.03%
6,993
– –
LVS icon
484
Las Vegas Sands
LVS
$29.4B
$1.66M 0.03%
45,435
– –
LDOS icon
485
Leidos
LDOS
$17.5B
$1.65M 0.03%
17,186
+114
+0.7% +$11.3K
BG icon
486
Bunge Global
BG
$21.5B
$1.65M 0.03%
20,243
– –
PLUG icon
487
Plug Power
PLUG
$2.96B
$1.64M 0.03%
64,043
– –
HWM icon
488
Howmet Aerospace
HWM
$113B
$1.63M 0.03%
52,368
– –
JKHY icon
489
Jack Henry & Associates
JKHY
$11B
$1.63M 0.03%
9,903
– –
HST icon
490
Host Hotels & Resorts
HST
$15.5B
$1.62M 0.03%
99,268
– –
PHM icon
491
Pultegroup
PHM
$24.5B
$1.61M 0.03%
35,062
+160
+0.5% +$8.31K
REG icon
492
Regency Centers
REG
$13.9B
$1.58M 0.03%
23,483
– –
NLY icon
493
Annaly Capital Management
NLY
$17.2B
$1.57M 0.03%
46,742
– –
MHK icon
494
Mohawk Industries
MHK
$9.04B
$1.57M 0.03%
8,868
-937
-10% -$182K
SNA icon
495
Snap-on
SNA
$21.4B
$1.55M 0.03%
7,418
+66
+0.9% +$14.6K
LUMN icon
496
Lumen
LUMN
$6.6B
$1.55M 0.03%
124,893
-3,066
-2% -$38.4K
GDDY icon
497
GoDaddy
GDDY
$11.5B
$1.55M 0.03%
22,183
– –
HAS icon
498
Hasbro
HAS
$13.2B
$1.54M 0.03%
17,315
– –
CHRW icon
499
C.H. Robinson
CHRW
$17.4B
$1.54M 0.03%
17,691
-416
-2% -$37.6K
HRL icon
500
Hormel Foods
HRL
$13.7B
$1.54M 0.03%
37,453
– –
18 19
20
21 22

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IA
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AT
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UM
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FCAS
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GF
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Verition Fund Management
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NMO
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BGC
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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.