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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
UGI icon
551
UGI
UGI
$7.33B
$1.28M 0.02%
27,960
-3,444
-11% -$153K
NRG icon
552
NRG Energy
NRG
$24.8B
$1.27M 0.02%
29,549
– –
GWRE icon
553
Guidewire Software
GWRE
$14.2B
$1.27M 0.02%
11,207
– –
TAP icon
554
Molson Coors Class B
TAP
$8.09B
$1.27M 0.02%
27,349
– –
IVZ icon
555
Invesco
IVZ
$13.9B
$1.25M 0.02%
54,480
-17
-0% -$414
SEE
556
DELISTED
Sealed Air
SEE
$1.25M 0.02%
18,571
– –
BEN icon
557
Franklin Resources
BEN
$17.2B
$1.21M 0.02%
36,240
-632
-2% -$20.8K
DVA icon
558
DaVita
DVA
$11.7B
$1.2M 0.02%
10,510
+206
+2% +$22.1K
PTON icon
559
Peloton Interactive
PTON
$2.49B
$1.19M 0.02%
33,351
+1,260
+4% +$76.9K
CPB icon
560
Campbell Soup
CPB
$6.87B
$1.19M 0.02%
27,365
– –
ROL icon
561
Rollins
ROL
$18.2B
$1.18M 0.02%
34,556
– –
BSY icon
562
Bentley Systems
BSY
$10.6B
$1.18M 0.02%
24,394
+398
+2% +$21.5K
DKNG icon
563
DraftKings
DKNG
$11.9B
$1.17M 0.02%
42,491
– –
TW icon
564
Tradeweb Markets
TW
$21.6B
$1.17M 0.02%
11,645
– –
WU icon
565
Western Union
WU
$2.21B
$1.15M 0.02%
64,391
– –
KNX icon
566
Knight Transportation
KNX
$11.4B
$1.14M 0.02%
18,620
– –
COIN icon
567
Coinbase
COIN
$40.5B
$1.13M 0.02%
+4,477
New +$1.3M
DISH
568
DELISTED
DISH Network Corp.
DISH
$1.13M 0.02%
34,686
– –
WYNN icon
569
Wynn Resorts
WYNN
$10.6B
$1.11M 0.02%
13,117
– –
AFRM icon
570
Affirm
AFRM
$25.2B
$1.11M 0.02%
+11,001
New +$1.45M
TEVA icon
571
Teva Pharmaceuticals
TEVA
$41.2B
$1.08M 0.02%
135,156
– –
DAL icon
572
Delta Air Lines
DAL
$60.1B
$1.05M 0.02%
26,940
+304
+1% +$12.2K
SIRI icon
573
SiriusXM
SIRI
$10.1B
$1.02M 0.02%
+16,119
New +$1.01M
TXT icon
574
Textron
TXT
$15.4B
$1.02M 0.02%
13,255
– –
CG icon
575
Carlyle Group
CG
$17.2B
$1.01M 0.02%
18,471
+878
+5% +$47.8K
21 22
23
24 25

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IA
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AT
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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
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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.