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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
CAT icon
76
Caterpillar
CAT
$387B
$14.8M 0.27%
71,755
-829
-1% -$167K
ADP icon
77
Automatic Data Processing
ADP
$108B
$14.1M 0.26%
57,256
-936
-2% -$212K
GE icon
78
GE Aerospace
GE
$384B
$14M 0.26%
237,287
-1,880
-0.8% -$118K
MMM icon
79
3M
MMM
$94.3B
$13.7M 0.25%
92,411
-1,489
-2% -$222K
LRCX icon
80
Lam Research
LRCX
$390B
$13.7M 0.25%
190,730
-3,320
-2% -$208K
DE icon
81
Deere & Co
DE
$168B
$13.6M 0.25%
39,769
-659
-2% -$229K
MU icon
82
Micron Technology
MU
$991B
$13.5M 0.25%
144,974
-1,387
-0.9% -$108K
BKNG icon
83
Booking.com
BKNG
$161B
$13.3M 0.24%
138,800
-1,100
-0.8% -$104K
ADI icon
84
Analog Devices
ADI
$190B
$13.2M 0.24%
75,278
-1,014
-1% -$180K
COP icon
85
ConocoPhillips
COP
$141B
$12.9M 0.24%
179,243
-1,901
-1% -$139K
BA icon
86
Boeing
BA
$185B
$12.5M 0.23%
62,266
-958
-2% -$202K
GILD icon
87
Gilead Sciences
GILD
$165B
$12.5M 0.23%
171,681
-791
-0.5% -$54.5K
MDLZ icon
88
Mondelez International
MDLZ
$79.9B
$12.3M 0.23%
186,121
-1,947
-1% -$120K
TJX icon
89
TJX Companies
TJX
$178B
$12.2M 0.22%
160,640
-2,291
-1% -$159K
SYK icon
90
Stryker
SYK
$130B
$11.9M 0.22%
44,495
-653
-1% -$171K
EL icon
91
Estee Lauder
EL
$32B
$11.6M 0.21%
31,324
-279
-0.9% -$94.7K
CCI icon
92
Crown Castle
CCI
$32.2B
$11.5M 0.21%
55,116
-776
-1% -$143K
MRNA icon
93
Moderna
MRNA
$23.6B
$11.5M 0.21%
45,124
+82
+0.2% +$24K
PNC icon
94
PNC Financial Services
PNC
$101B
$11.4M 0.21%
56,954
-480
-0.8% -$97.7K
MRSH
95
Marsh
MRSH
$91.5B
$11.4M 0.21%
65,557
-97
-0.1% -$16.1K
SHW icon
96
Sherwin-Williams
SHW
$89.8B
$11.3M 0.21%
32,190
-403
-1% -$130K
BX icon
97
Blackstone
BX
$110B
$11.3M 0.21%
87,342
-1,020
-1% -$136K
CHTR icon
98
Charter Communications
CHTR
$18.2B
$11.2M 0.2%
17,126
-483
-3% -$329K
CSX icon
99
CSX Corp
CSX
$93.1B
$10.8M 0.2%
288,027
-5,035
-2% -$178K
EW icon
100
Edwards Lifesciences
EW
$51.7B
$10.8M 0.2%
83,438
+224
+0.3% +$26.1K
2 3
4
5 6

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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 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.