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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
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
DUK icon
51
Duke Energy
DUK
$97.3B
$25.2M 0.39%
225,734
+125,353
+125% +$13M
UPS icon
52
United Parcel Service
UPS
$88.9B
$24.6M 0.38%
114,573
+20,342
+22% +$4.32M
CSX icon
53
CSX Corp
CSX
$93.1B
$24.2M 0.38%
645,326
+357,299
+124% +$12.6M
CCI icon
54
Crown Castle
CCI
$32.2B
$23.5M 0.36%
127,396
+72,280
+131% +$12.9M
SO icon
55
Southern Company
SO
$107B
$22.7M 0.35%
313,288
+186,648
+147% +$12.6M
ORCL icon
56
Oracle
ORCL
$423B
$22.3M 0.35%
269,576
+38,538
+17% +$3.12M
SPGI icon
57
S&P Global
SPGI
$120B
$22.2M 0.34%
54,102
+22,251
+70% +$9.06M
AMGN icon
58
Amgen
AMGN
$222B
$21.7M 0.34%
89,699
+12,458
+16% +$2.86M
LOW icon
59
Lowe's Companies
LOW
$125B
$21.6M 0.33%
106,624
+14,118
+15% +$3.25M
CVS icon
60
CVS Health
CVS
$122B
$21.5M 0.33%
212,156
+39,001
+23% +$4.1M
COP icon
61
ConocoPhillips
COP
$141B
$20.9M 0.33%
209,462
+30,219
+17% +$2.78M
NSC icon
62
Norfolk Southern
NSC
$75.1B
$20.5M 0.32%
71,819
+40,012
+126% +$11M
PYPL icon
63
PayPal
PYPL
$50.5B
$20.5M 0.32%
176,862
+30,306
+21% +$4.03M
D icon
64
Dominion Energy
D
$59.3B
$20.3M 0.32%
238,937
+130,836
+121% +$10.5M
INTU icon
65
Intuit
INTU
$89B
$20.2M 0.31%
42,037
+6,113
+17% +$3.13M
SCHW
66
Charles Schwab
SCHW
$187B
$20.2M 0.31%
239,687
+44,926
+23% +$3.95M
IBM icon
67
IBM
IBM
$224B
$19.9M 0.31%
153,291
+34,090
+29% +$4.45M
AXP icon
68
American Express
AXP
$230B
$19.9M 0.31%
106,492
+14,812
+16% +$2.67M
ELV icon
69
Elevance Health
ELV
$85.5B
$19.3M 0.3%
39,346
+5,841
+17% +$2.67M
DE icon
70
Deere & Co
DE
$168B
$19.2M 0.3%
46,326
+6,557
+16% +$2.51M
BLK icon
71
Blackrock
BLK
$176B
$19.1M 0.3%
24,950
+4,900
+24% +$3.83M
MS icon
72
Morgan Stanley
MS
$340B
$19M 0.29%
217,449
+30,462
+16% +$2.94M
CAT icon
73
Caterpillar
CAT
$387B
$18.9M 0.29%
85,017
+13,262
+18% +$2.78M
AMAT icon
74
Applied Materials
AMAT
$428B
$18.6M 0.29%
141,449
+20,444
+17% +$2.81M
PLD icon
75
Prologis
PLD
$133B
$18.5M 0.29%
114,583
+19,654
+21% +$3M
1 2
3
4 5

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IA
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AT
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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 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.