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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
BG icon
476
Bunge Global
BG
$21.5B
$1.89M 0.03%
20,243
– –
TDG icon
477
TransDigm Group
TDG
$67.8B
$1.88M 0.03%
2,948
-76
-3% -$47.6K
RNG icon
478
RingCentral
RNG
$5.4B
$1.87M 0.03%
10,000
– –
INCY icon
479
Incyte
INCY
$24.8B
$1.87M 0.03%
25,496
– –
DAY
480
DELISTED
Dayforce
DAY
$1.86M 0.03%
17,769
– –
CBOE icon
481
Cboe Global Markets
CBOE
$30.5B
$1.84M 0.03%
14,108
– –
GDDY icon
482
GoDaddy
GDDY
$11.5B
$1.84M 0.03%
21,662
-521
-2% -$37.3K
W icon
483
Wayfair
W
$14.7B
$1.83M 0.03%
9,640
+74
+0.8% +$17.5K
FICO icon
484
Fair Isaac
FICO
$22.8B
$1.82M 0.03%
4,197
– –
PLUG icon
485
Plug Power
PLUG
$2.94B
$1.82M 0.03%
64,318
+275
+0.4% +$9.51K
FWONK icon
486
Liberty Media Series C
FWONK
$25.7B
$1.81M 0.03%
29,581
-731
-2% -$41K
AMC icon
487
AMC Entertainment Holdings
AMC
$2.15B
$1.81M 0.03%
6,648
+206
+3% +$72.6K
HST icon
488
Host Hotels & Resorts
HST
$15.6B
$1.79M 0.03%
102,821
+3,553
+4% +$60K
DT icon
489
Dynatrace
DT
$14.5B
$1.78M 0.03%
29,583
+1,239
+4% +$84.4K
NDSN icon
490
Nordson
NDSN
$17.3B
$1.78M 0.03%
6,993
– –
HRL icon
491
Hormel Foods
HRL
$13.6B
$1.78M 0.03%
36,393
-1,060
-3% -$46.5K
GTM
492
ZoomInfo Technologies
GTM
$1.26B
$1.77M 0.03%
+27,612
New +$1.85M
GD icon
493
General Dynamics
GD
$107B
$1.77M 0.03%
8,494
-857
-9% -$173K
REG icon
494
Regency Centers
REG
$13.9B
$1.77M 0.03%
23,483
– –
WRK
495
DELISTED
WestRock Company
WRK
$1.75M 0.03%
39,376
-729
-2% -$34.3K
ATO icon
496
Atmos Energy
ATO
$28.3B
$1.74M 0.03%
16,567
– –
RPM icon
497
RPM International
RPM
$14.7B
$1.73M 0.03%
17,120
-468
-3% -$42.6K
CGNX icon
498
Cognex
CGNX
$10.8B
$1.73M 0.03%
22,189
-453
-2% -$36.6K
L icon
499
Loews
L
$23.5B
$1.72M 0.03%
29,807
-1,391
-4% -$78.9K
HAS icon
500
Hasbro
HAS
$13.2B
$1.72M 0.03%
16,895
-420
-2% -$40.3K
18 19
20
21 22

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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 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.