We are live on ! Find out more
II

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
UNP icon
51
Union Pacific
UNP
$174B
$21.8M 0.4%
86,598
-1,578
-2% -$374K
UPS icon
52
United Parcel Service
UPS
$88.9B
$20.2M 0.37%
94,231
-761
-0.8% -$155K
ORCL icon
53
Oracle
ORCL
$423B
$20.1M 0.37%
231,038
-24,884
-10% -$2.34M
AMAT icon
54
Applied Materials
AMAT
$428B
$19M 0.35%
121,005
-2,192
-2% -$318K
HON icon
55
Honeywell
HON
$78B
$18.9M 0.35%
96,405
-1,522
-2% -$307K
BMY icon
56
Bristol-Myers Squibb
BMY
$132B
$18.9M 0.35%
303,219
-777
-0.3% -$45.6K
BLK icon
57
Blackrock
BLK
$176B
$18.4M 0.34%
20,050
-290
-1% -$265K
MS icon
58
Morgan Stanley
MS
$340B
$18.4M 0.34%
186,987
-4,048
-2% -$403K
SBUX icon
59
Starbucks
SBUX
$120B
$18M 0.33%
153,737
-2,125
-1% -$240K
CVS icon
60
CVS Health
CVS
$122B
$17.9M 0.33%
173,155
-2,056
-1% -$190K
AMT icon
61
American Tower
AMT
$80.4B
$17.5M 0.32%
59,822
-254
-0.4% -$69.4K
AMGN icon
62
Amgen
AMGN
$222B
$17.4M 0.32%
77,241
-1,098
-1% -$232K
GS icon
63
Goldman Sachs
GS
$303B
$17.3M 0.32%
45,332
-787
-2% -$312K
ISRG icon
64
Intuitive Surgical
ISRG
$134B
$17.2M 0.32%
47,919
-192
-0.4% -$66.1K
NOW icon
65
ServiceNow
NOW
$129B
$17.1M 0.31%
131,910
-525
-0.4% -$68.9K
RTX icon
66
RTX Corp
RTX
$301B
$17M 0.31%
197,079
-4,669
-2% -$407K
SCHW
67
Charles Schwab
SCHW
$187B
$16.4M 0.3%
+194,761
New +$15.8M
C icon
68
Citigroup
C
$226B
$16.3M 0.3%
270,517
-5,862
-2% -$390K
PLD icon
69
Prologis
PLD
$133B
$16M 0.29%
94,929
-1,418
-1% -$212K
IBM icon
70
IBM
IBM
$224B
$15.9M 0.29%
119,201
-6,959
-6% -$873K
ELV icon
71
Elevance Health
ELV
$85.5B
$15.5M 0.28%
33,505
-315
-0.9% -$133K
ZTS icon
72
Zoetis
ZTS
$30B
$15.4M 0.28%
63,282
-861
-1% -$189K
TGT icon
73
Target
TGT
$68B
$15.1M 0.28%
65,258
-1,368
-2% -$333K
SPGI icon
74
S&P Global
SPGI
$120B
$15M 0.28%
+31,851
New +$14.6M
AXP icon
75
American Express
AXP
$230B
$15M 0.28%
91,680
-262
-0.3% -$44.7K
1 2
3
4 5

Similar funds

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 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.