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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
-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
(+18%)
Cap. Flow
+$1.27B
Cap. Flow
% of AUM
19.64%
Top 10 Holdings %
Top 10 Hldgs %
27.85%
Holding
650
New
47
Increased
584
Reduced
13
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$73.3M |
| 2 |
Microsoft
MSFT
|
+$59.1M |
| 3 |
Amazon
AMZN
|
+$40.4M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$39.2M |
| 5 |
NextEra Energy
NEE
|
+$25.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
RTX Corp
RTX
|
+$6.77M |
| 2 |
XLNX
Xilinx Inc
XLNX
|
+$6.76M |
| 3 |
Honeywell
HON
|
+$6.53M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$6.44M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
501
AMC Entertainment Holdings
AMC
$2.31B
| $1.86M | 0.03% |
7,564
+916
| +14% | +$170K |
|
502
Nordson
NDSN
$17.3B
| $1.86M | 0.03% |
8,195
+1,202
| +17% | +$276K |
|
503
Burlington
BURL
$23.2B
| $1.83M | 0.03% |
10,039
+1,527
| +18% | +$335K |
|
504
Bath & Body Works
BBWI
$4.1B
| $1.82M | 0.03% |
38,151
+7,615
| +25% | +$411K |
|
|
EXAS
505
DELISTED
Exact Sciences
EXAS
| $1.8M | 0.03% |
25,720
+3,709
| +17% | +$271K |
|
506
Lumen
LUMN
$6.44B
| $1.77M | 0.03% |
157,394
+30,444
| +24% | +$348K |
|
507
Pultegroup
PHM
$25.3B
| $1.76M | 0.03% |
42,025
+7,367
| +21% | +$366K |
|
508
Webster Financial
WBS
$12.8B
| $1.72M | 0.03% |
+30,721
| New | +$1.82M |
|
509
Dentsply Sirona
XRAY
$2.43B
| $1.71M | 0.03% |
34,737
+4,219
| +14% | +$223K |
|
510
Neurocrine Biosciences
NBIX
$16.6B
| $1.7M | 0.03% |
18,083
+2,466
| +16% | +$209K |
|
511
Globe Life
GL
$14.3B
| $1.69M | 0.03% |
16,766
+2,429
| +17% | +$246K |
|
512
Fortune Brands Innovations
FBIN
$6.06B
| $1.67M | 0.03% |
26,244
+2,960
| +13% | +$228K |
|
513
Universal Health Services
UHS
$10.5B
| $1.64M | 0.03% |
11,313
+1,013
| +10% | +$140K |
|
|
SEE
514
DELISTED
Sealed Air
SEE
| $1.64M | 0.03% |
24,458
+5,887
| +32% | +$392K |
|
515
Molson Coors Class B
TAP
$8.09B
| $1.64M | 0.03% |
30,629
+3,280
| +12% | +$165K |
|
516
RPM International
RPM
$15B
| $1.63M | 0.03% |
20,068
+2,948
| +17% | +$253K |
|
517
Dynatrace
DT
$14.2B
| $1.63M | 0.03% |
34,555
+4,972
| +17% | +$234K |
|
518
Fortive
FTV
$18.6B
| $1.62M | 0.03% |
35,376
-19,093
| -35% | -$944K |
|
519
Baidu
BIDU
$37.2B
| $1.61M | 0.03% |
+12,192
| New | +$1.84M |
|
520
BorgWarner
BWA
$13.9B
| $1.6M | 0.02% |
46,780
+10,603
| +29% | +$396K |
|
521
Elanco Animal Health
ELAN
$11.1B
| $1.6M | 0.02% |
61,294
+8,624
| +16% | +$230K |
|
522
Whirlpool
WHR
$2.82B
| $1.59M | 0.02% |
9,225
+783
| +9% | +$159K |
|
523
Vail Resorts
MTN
$5.3B
| $1.59M | 0.02% |
6,122
+934
| +18% | +$254K |
|
524
Invesco
IVZ
$13.9B
| $1.58M | 0.02% |
68,580
+14,100
| +26% | +$313K |
|
525
Hasbro
HAS
$13.2B
| $1.58M | 0.02% |
19,266
+2,371
| +14% | +$222K |
|
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UM
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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.