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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
ARMK icon
576
Aramark
ARMK
$14.7B
$1.01M 0.02%
37,989
– –
DBX icon
577
Dropbox
DBX
$8.12B
$1.01M 0.02%
41,076
+799
+2% +$21.5K
NWSA icon
578
News Corp Class A
NWSA
$15.4B
$996K 0.02%
44,666
– –
DISCK
579
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$989K 0.02%
43,201
+3,377
+8% +$81.3K
VNO icon
580
Vornado Realty Trust
VNO
$7.38B
$969K 0.02%
23,158
– –
SOFI icon
581
SoFi Technologies
SOFI
$23.7B
$937K 0.02%
+59,243
New +$1.09M
VST icon
582
Vistra
VST
$47.4B
$936K 0.02%
41,108
– –
U icon
583
Unity
U
$18.9B
$908K 0.02%
6,352
– –
UHAL icon
584
U-Haul Holding Co
UHAL
$14.6B
$895K 0.02%
12,320
– –
LSXMK
585
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$878K 0.02%
22,289
– –
LSXMA
586
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$866K 0.02%
23,185
-1,205
-5% -$44.5K
RUN icon
587
Sunrun
RUN
$2.46B
$865K 0.02%
25,222
– –
SEIC icon
588
SEI Investments
SEIC
$12.6B
$862K 0.02%
14,143
– –
ERIE icon
589
Erie Indemnity
ERIE
$13.2B
$807K 0.01%
4,187
– –
IPGP icon
590
IPG Photonics
IPGP
$3.84B
$728K 0.01%
4,230
– –
LUV icon
591
Southwest Airlines
LUV
$23B
$727K 0.01%
16,979
– –
LBRDA icon
592
Liberty Broadband Class A
LBRDA
$5.16B
$700K 0.01%
4,349
+13
+0.3% +$2.11K
ZG icon
593
Zillow
ZG
$7.63B
$668K 0.01%
10,736
-1,150
-10% -$82.6K
FOX icon
594
Fox Class B
FOX
$23.9B
$657K 0.01%
19,166
-3,277
-15% -$120K
ASAN icon
595
Asana
ASAN
$2.13B
$608K 0.01%
+8,159
New +$864K
HEI icon
596
HEICO Corp
HEI
$51.4B
$528K 0.01%
3,658
– –
CHWY icon
597
Chewy
CHWY
$9.63B
$525K 0.01%
8,897
+130
+1% +$8.5K
UPST icon
598
Upstart Holdings
UPST
$3.03B
$469K 0.01%
+3,100
New +$774K
WBD icon
599
Warner Bros
WBD
$67.1B
$446K 0.01%
18,928
-2,553
-12% -$63.6K
HOOD icon
600
Robinhood
HOOD
$83.9B
$389K 0.01%
+21,922
New +$674K
21 22 23
24
25

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IA
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UM
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FCAS
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RFC
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GF
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Verition Fund Management
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NMO
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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.