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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
PKG icon
501
Packaging Corp of America
PKG
$22.8B
$1.72M 0.03%
12,621
-264
-2% -$35.5K
FOXA icon
502
Fox Class A
FOXA
$26.9B
$1.72M 0.03%
46,498
+1,929
+4% +$76K
EXAS
503
DELISTED
Exact Sciences
EXAS
$1.71M 0.03%
22,011
+361
+2% +$31.9K
LVS icon
504
Las Vegas Sands
LVS
$29.6B
$1.71M 0.03%
45,435
– –
BKI
505
DELISTED
Black Knight, Inc. Common Stock
BKI
$1.71M 0.03%
20,632
– –
XRAY icon
506
Dentsply Sirona
XRAY
$2.43B
$1.7M 0.03%
30,518
+281
+0.9% +$15.5K
ZEN
507
DELISTED
ZENDESK INC
ZEN
$1.7M 0.03%
16,329
– –
MTN icon
508
Vail Resorts
MTN
$5.3B
$1.7M 0.03%
5,188
– –
MPT
509
Medical Properties Trust
MPT
$2.81B
$1.68M 0.03%
71,087
+509
+0.7% +$10.9K
WTRG icon
510
Essential Utilities
WTRG
$11.4B
$1.67M 0.03%
31,124
-882
-3% -$42.8K
NUAN
511
DELISTED
Nuance Communications, Inc.
NUAN
$1.67M 0.03%
+30,090
New +$1.66M
ATH
512
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$1.66M 0.03%
19,932
-4,591
-19% -$377K
LEA icon
513
Lear
LEA
$8.18B
$1.66M 0.03%
9,051
+60
+0.7% +$10.5K
WRB icon
514
W.R. Berkley
WRB
$26.6B
$1.64M 0.03%
44,777
– –
HWM icon
515
Howmet Aerospace
HWM
$112B
$1.63M 0.03%
51,204
-1,164
-2% -$35.9K
JKHY icon
516
Jack Henry & Associates
JKHY
$11.1B
$1.63M 0.03%
9,746
-157
-2% -$25.4K
TDOC icon
517
Teladoc Health
TDOC
$1.3B
$1.62M 0.03%
17,623
– –
CTXS
518
DELISTED
Citrix Systems Inc
CTXS
$1.62M 0.03%
17,091
+242
+1% +$22.1K
MHK icon
519
Mohawk Industries
MHK
$9.22B
$1.62M 0.03%
8,868
– –
SNA icon
520
Snap-on
SNA
$21.5B
$1.6M 0.03%
7,418
– –
LUMN icon
521
Lumen
LUMN
$6.44B
$1.59M 0.03%
126,950
+2,057
+2% +$26.2K
BAH icon
522
Booz Allen Hamilton
BAH
$9.15B
$1.55M 0.03%
18,244
-458
-2% -$38.6K
EG icon
523
Everest Group
EG
$14.4B
$1.54M 0.03%
5,635
– –
COUP
524
DELISTED
Coupa Software Incorporated
COUP
$1.51M 0.03%
9,574
+98
+1% +$20.2K
LII icon
525
Lennox International
LII
$15.2B
$1.51M 0.03%
4,649
-134
-3% -$41.9K
19 20
21
22 23

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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.