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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 | |
|---|---|---|---|---|---|---|
576
Coinbase
COIN
$40.5B
| $1.13M | 0.02% |
5,962
+1,485
| +33% | +$290K |
|
577
Leidos
LDOS
$17.3B
| $1.12M | 0.02% |
10,347
-6,461
| -38% | -$623K |
|
|
MASI
578
DELISTED
Masimo
MASI
| $1.1M | 0.02% |
7,543
+907
| +14% | +$174K |
|
579
Guidewire Software
GWRE
$14.2B
| $1.09M | 0.02% |
11,527
+320
| +3% | +$30.6K |
|
580
Carlyle Group
CG
$17.2B
| $1.09M | 0.02% |
22,240
+3,769
| +20% | +$180K |
|
581
OGE Energy
OGE
$9.71B
| $1.09M | 0.02% |
+26,621
| New | +$1.01M |
|
582
Peloton Interactive
PTON
$2.49B
| $1.08M | 0.02% |
40,868
+7,517
| +23% | +$216K |
|
583
Booz Allen Hamilton
BAH
$9.15B
| $1.08M | 0.02% |
12,266
-5,978
| -33% | -$492K |
|
584
SiriusXM
SIRI
$10.1B
| $1.06M | 0.02% |
15,988
-131
| -0.8% | -$8.24K |
|
585
News Corp Class A
NWSA
$15.4B
| $1.04M | 0.02% |
46,820
+2,154
| +5% | +$47.6K |
|
586
HEICO Corp
HEI
$51.4B
| $996K | 0.02% |
6,489
+2,831
| +77% | +$411K |
|
587
DraftKings
DKNG
$11.9B
| $975K | 0.02% |
50,053
+7,562
| +18% | +$161K |
|
588
Erie Indemnity
ERIE
$13.2B
| $954K | 0.01% |
5,418
+1,231
| +29% | +$221K |
|
589
Affirm
AFRM
$25.2B
| $920K | 0.01% |
19,877
+8,876
| +81% | +$464K |
|
590
Sunrun
RUN
$2.46B
| $900K | 0.01% |
29,633
+4,411
| +17% | +$123K |
|
591
10x Genomics
TXG
$6.61B
| $879K | 0.01% |
11,549
+1,919
| +20% | +$168K |
|
592
Novavax
NVAX
$1.31B
| $817K | 0.01% |
11,096
+1,819
| +20% | +$162K |
|
593
Idacorp
IDA
$8.2B
| $774K | 0.01% |
+6,712
| New | +$731K |
|
594
Unity
U
$18.9B
| $774K | 0.01% |
7,798
+1,446
| +23% | +$150K |
|
595
Pinduoduo
PDD
$131B
| $771K | 0.01% |
+19,210
| New | +$987K |
|
596
Yum China
YUMC
$16.3B
| $771K | 0.01% |
+18,549
| New | +$874K |
|
597
Huntington Ingalls Industries
HII
$12.8B
| $751K | 0.01% |
3,765
-3,676
| -49% | -$717K |
|
598
U-Haul Holding Co
UHAL
$14.6B
| $741K | 0.01% |
12,410
+90
| +0.7% | +$5.55K |
|
599
SoFi Technologies
SOFI
$23.7B
| $735K | 0.01% |
77,796
+18,553
| +31% | +$213K |
|
600
Liberty Broadband Class A
LBRDA
$5.16B
| $676K | 0.01% |
5,155
+806
| +19% | +$115K |
|
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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.