We are live on ! Find out more
II

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
HEI.A icon
526
HEICO Corp Class A
HEI.A
$37.2B
$1.5M 0.03%
11,646
-307
-3% -$39.1K
ELAN icon
527
Elanco Animal Health
ELAN
$11.1B
$1.5M 0.03%
52,670
-1,147
-2% -$35.7K
LDOS icon
528
Leidos
LDOS
$17.3B
$1.49M 0.03%
16,808
-378
-2% -$35.4K
AOS icon
529
A.O. Smith
AOS
$8.7B
$1.49M 0.03%
17,356
-604
-3% -$46K
AVLR
530
DELISTED
Avalara, Inc.
AVLR
$1.49M 0.03%
11,538
+601
+5% +$93.8K
NLY icon
531
Annaly Capital Management
NLY
$17.4B
$1.46M 0.03%
46,742
– –
HSIC icon
532
Henry Schein
HSIC
$9.82B
$1.46M 0.03%
18,792
-477
-2% -$36.5K
LYFT icon
533
Lyft
LYFT
$6.63B
$1.45M 0.03%
33,862
-678
-2% -$31.7K
NI icon
534
NiSource
NI
$20.4B
$1.45M 0.03%
52,397
– –
BWA icon
535
BorgWarner
BWA
$13.9B
$1.44M 0.03%
36,177
– –
TXG icon
536
10x Genomics
TXG
$6.61B
$1.43M 0.03%
9,630
+387
+4% +$59.3K
Z icon
537
Zillow
Z
$7.56B
$1.42M 0.03%
22,181
+1,477
+7% +$106K
AFG icon
538
American Financial Group
AFG
$12.1B
$1.41M 0.03%
10,279
-587
-5% -$80.7K
HII icon
539
Huntington Ingalls Industries
HII
$12.8B
$1.39M 0.03%
7,441
– –
AIZ icon
540
Assurant
AIZ
$14.3B
$1.39M 0.03%
8,906
– –
Y
541
DELISTED
Alleghany Corp
Y
$1.37M 0.03%
2,053
– –
ARW icon
542
Arrow Electronics
ARW
$10.4B
$1.36M 0.03%
10,144
-393
-4% -$48.2K
PPLI
543
People Inc
PPLI
$3.1B
$1.35M 0.02%
12,602
-340
-3% -$38.3K
GL icon
544
Globe Life
GL
$14.3B
$1.34M 0.02%
14,337
-405
-3% -$37.5K
UHS icon
545
Universal Health Services
UHS
$10.5B
$1.33M 0.02%
10,300
-263
-2% -$33.8K
NBIX icon
546
Neurocrine Biosciences
NBIX
$16.6B
$1.33M 0.02%
15,617
+903
+6% +$83.1K
NVAX icon
547
Novavax
NVAX
$1.31B
$1.33M 0.02%
9,277
-175
-2% -$30.1K
CABO icon
548
Cable One
CABO
$212M
$1.32M 0.02%
746
– –
AGNC icon
549
AGNC Investment
AGNC
$12.9B
$1.31M 0.02%
87,201
– –
NWL icon
550
Newell Brands
NWL
$2.56B
$1.3M 0.02%
59,771
+892
+2% +$20.1K
20 21
22
23 24

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.