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II

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
Cap. Flow
+$1.27B
Cap. Flow %
19.64%
Top 10 Hldgs %
27.85%
Holding
650
New
47
Increased
584
Reduced
13
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$73.3M
2
MSFT icon
Microsoft
MSFT
+$59.1M
3
AMZN icon
Amazon
AMZN
+$40.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$39.2M
5
NEE icon
NextEra Energy
NEE
+$25.5M

Top Sells

Rank Stock Value
1
RTX icon
RTX Corp
RTX
+$6.77M
2
XLNX
Xilinx Inc
XLNX
+$6.76M
3
HON icon
Honeywell
HON
+$6.53M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$6.44M
5
BA icon
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
HOOD icon
626
Robinhood
HOOD
$83.9B
$408K 0.01%
30,178
+8,256
+38% +$110K
ASAN icon
627
Asana
ASAN
$2.13B
$388K 0.01%
9,706
+1,547
+19% +$80.5K
MGEE icon
628
MGE Energy Inc
MGEE
$3.08B
$383K 0.01%
+4,803
New +$365K
CCOI icon
629
Cogent Communications
CCOI
$508M
$373K 0.01%
+5,623
New +$361K
UNIT
630
Uniti Group
UNIT
$2.32B
$357K 0.01%
+25,923
New +$328K
AGR
631
DELISTED
Avangrid, Inc.
AGR
$354K 0.01%
+7,578
New +$347K
MLCO icon
632
Melco Resorts & Entertainment
MLCO
$2.14B
$349K 0.01%
45,623
+18,981
+71% +$183K
ONC
633
BeOne Medicines Ltd
ONC
$39.4B
$326K 0.01%
+1,729
New +$368K
FUTU icon
634
Futu Holdings
FUTU
$15.3B
$293K ﹤0.01%
8,988
+1,688
+23% +$67.6K
HTHT icon
635
Huazhu Hotels Group
HTHT
$13B
$266K ﹤0.01%
+8,077
New +$299K
HTO
636
H2O America
HTO
$2.62B
$254K ﹤0.01%
+3,655
New +$246K
BILI icon
637
Bilibili
BILI
$7.84B
$212K ﹤0.01%
+8,287
New +$267K
NWN icon
638
Northwest Natural Holdings
NWN
$2.12B
$209K ﹤0.01%
+4,033
New +$202K
BEKE icon
639
KE Holdings
BEKE
$18.8B
$200K ﹤0.01%
+16,142
New +$288K
VIPS icon
640
Vipshop
VIPS
$7.53B
$191K ﹤0.01%
+21,191
New +$187K
TME icon
641
Tencent Music
TME
$15.6B
$172K ﹤0.01%
+35,296
New +$199K
LU icon
642
Lufax Holding
LU
$1.3B
$130K ﹤0.01%
+5,833
New +$128K
EDU icon
643
New Oriental
EDU
$8.98B
$105K ﹤0.01%
+9,173
New +$134K
RLX icon
644
RLX Technology
RLX
$2.46B
$58K ﹤0.01%
+32,551
New +$96.8K
OSH
645
DELISTED
Oak Street Health, Inc.
OSH
– –
-10,502
Closed -$348K
NUAN
646
DELISTED
Nuance Communications, Inc.
NUAN
– –
-30,090
Closed -$1.67M
INFO
647
DELISTED
IHS Markit Ltd. Common Shares
INFO
– –
-48,425
Closed -$6.44M
XLNX
648
DELISTED
Xilinx Inc
XLNX
– –
-31,905
Closed -$6.76M
ATH
649
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
– –
-19,932
Closed -$1.66M
MBT
650
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
$0 ﹤0.01%
+65,610
New +$490K
22 23 24 25
26

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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 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.