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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
ISRG icon
76
Intuitive Surgical
ISRG
$134B
$18.2M 0.28%
60,188
+12,269
+26% +$3.58M
GS icon
77
Goldman Sachs
GS
$303B
$17.8M 0.28%
54,070
+8,738
+19% +$3.09M
NOW icon
78
ServiceNow
NOW
$129B
$17.6M 0.27%
158,350
+26,440
+20% +$2.96M
C icon
79
Citigroup
C
$226B
$16.9M 0.26%
317,358
+46,841
+17% +$2.89M
PM icon
80
Philip Morris
PM
$295B
$16.9M 0.26%
179,965
+70,325
+64% +$7.04M
SBUX icon
81
Starbucks
SBUX
$120B
$16.4M 0.25%
179,916
+26,179
+17% +$2.47M
TGT icon
82
Target
TGT
$68B
$16.3M 0.25%
76,626
+11,368
+17% +$2.46M
GE icon
83
GE Aerospace
GE
$384B
$15.8M 0.25%
277,980
+40,693
+17% +$2.43M
SRE icon
84
Sempra
SRE
$54.8B
$15.7M 0.24%
187,316
+104,402
+126% +$7.5M
BKNG icon
85
Booking.com
BKNG
$161B
$15.3M 0.24%
163,375
+24,575
+18% +$2.3M
ADP icon
86
Automatic Data Processing
ADP
$108B
$15.2M 0.24%
66,934
+9,678
+17% +$2.07M
AEP icon
87
American Electric Power
AEP
$68.4B
$14.5M 0.23%
145,829
+85,420
+141% +$7.8M
ADI icon
88
Analog Devices
ADI
$190B
$14.4M 0.22%
87,298
+12,020
+16% +$1.95M
SYK icon
89
Stryker
SYK
$130B
$14M 0.22%
52,515
+8,020
+18% +$2.08M
ZTS icon
90
Zoetis
ZTS
$30B
$13.9M 0.22%
73,646
+10,364
+16% +$2.05M
MRSH
91
Marsh
MRSH
$91.5B
$13.9M 0.22%
81,414
+15,857
+24% +$2.5M
MU icon
92
Micron Technology
MU
$991B
$13.8M 0.21%
177,764
+32,790
+23% +$2.8M
MDLZ icon
93
Mondelez International
MDLZ
$79.9B
$13.8M 0.21%
219,316
+33,195
+18% +$2.16M
MMM icon
94
3M
MMM
$94.3B
$13.7M 0.21%
110,100
+17,689
+19% +$2.35M
BX icon
95
Blackstone
BX
$110B
$13.6M 0.21%
107,484
+20,142
+23% +$2.46M
CME icon
96
CME Group
CME
$94.8B
$13.5M 0.21%
56,927
+10,805
+23% +$2.54M
CI icon
97
Cigna
CI
$74.6B
$12.6M 0.2%
52,600
+7,046
+15% +$1.65M
TMUS icon
98
T-Mobile US
TMUS
$190B
$12.6M 0.2%
98,049
+14,522
+17% +$1.73M
RTX icon
99
RTX Corp
RTX
$301B
$12.4M 0.19%
125,611
-71,468
-36% -$6.77M
PNC icon
100
PNC Financial Services
PNC
$101B
$12.4M 0.19%
67,374
+10,420
+18% +$2.11M
2 3
4
5 6

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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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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.