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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 | |
|---|---|---|---|---|---|---|
526
Lucid Motors
LCID
$2.77B
| $1.57M | 0.02% |
6,197
+1,026
| +20% | +$306K |
|
527
Teva Pharmaceuticals
TEVA
$41.2B
| $1.55M | 0.02% |
165,346
+30,190
| +22% | +$252K |
|
528
Lyft
LYFT
$6.63B
| $1.55M | 0.02% |
40,321
+6,459
| +19% | +$253K |
|
529
HEICO Corp Class A
HEI.A
$37.2B
| $1.54M | 0.02% |
12,148
+502
| +4% | +$60.8K |
|
530
Campbell Soup
CPB
$6.87B
| $1.53M | 0.02% |
34,286
+6,921
| +25% | +$306K |
|
531
Jacobs Solutions
J
$17B
| $1.51M | 0.02% |
13,282
-8,016
| -38% | -$860K |
|
532
Teladoc Health
TDOC
$1.3B
| $1.51M | 0.02% |
20,987
+3,364
| +19% | +$242K |
|
533
Lennox International
LII
$15.2B
| $1.51M | 0.02% |
5,865
+1,216
| +26% | +$334K |
|
534
Arrow Electronics
ARW
$10.4B
| $1.49M | 0.02% |
12,530
+2,386
| +24% | +$299K |
|
|
DAY
535
DELISTED
Dayforce
DAY
| $1.48M | 0.02% |
21,638
+3,869
| +22% | +$287K |
|
536
NRG Energy
NRG
$24.8B
| $1.47M | 0.02% |
38,387
+8,838
| +30% | +$344K |
|
537
Western Union
WU
$2.21B
| $1.47M | 0.02% |
78,188
+13,797
| +21% | +$255K |
|
538
Lear
LEA
$8.18B
| $1.46M | 0.02% |
10,267
+1,216
| +13% | +$198K |
|
539
A.O. Smith
AOS
$8.7B
| $1.46M | 0.02% |
22,782
+5,426
| +31% | +$395K |
|
540
AGNC Investment
AGNC
$12.9B
| $1.44M | 0.02% |
110,029
+22,828
| +26% | +$319K |
|
541
Newell Brands
NWL
$2.56B
| $1.43M | 0.02% |
66,841
+7,070
| +12% | +$163K |
|
542
Annaly Capital Management
NLY
$17.4B
| $1.43M | 0.02% |
50,695
+3,953
| +8% | +$117K |
|
543
Franklin Resources
BEN
$17.2B
| $1.42M | 0.02% |
50,769
+14,529
| +40% | +$444K |
|
|
BKI
544
DELISTED
Black Knight, Inc. Common Stock
BKI
| $1.4M | 0.02% |
24,218
+3,586
| +17% | +$236K |
|
545
Tradeweb Markets
TW
$21.6B
| $1.4M | 0.02% |
15,899
+4,254
| +37% | +$369K |
|
546
First Citizens BancShares
FCNCA
$25.3B
| $1.38M | 0.02% |
+2,069
| New | +$1.61M |
|
547
RingCentral
RNG
$5.28B
| $1.37M | 0.02% |
11,697
+1,697
| +17% | +$250K |
|
548
Rollins
ROL
$18.2B
| $1.37M | 0.02% |
39,076
+4,520
| +13% | +$147K |
|
549
Rivian
RIVN
$23.2B
| $1.37M | 0.02% |
27,206
+5,927
| +28% | +$361K |
|
|
AVLR
550
DELISTED
Avalara, Inc.
AVLR
| $1.36M | 0.02% |
13,712
+2,174
| +19% | +$220K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
NMO
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.