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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
+0.71%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$4.83B
AUM Growth
-$57.6M
Cap. Flow
-$42.9M
Cap. Flow %
-0.89%
Top 10 Hldgs %
28.45%
Holding
610
New
7
Increased
248
Reduced
173
Closed
25

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$108M
2
AMZN icon
Amazon
AMZN
+$12.6M
3
SNOW icon
Snowflake
SNOW
+$6.34M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$5.76M
5
TSLA icon
Tesla
TSLA
+$5.02M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$30M
2
PFE icon
Pfizer
PFE
+$28.7M
3
PEP icon
PepsiCo
PEP
+$26.8M
4
ACN icon
Accenture
ACN
+$24.8M
5
TXN icon
Texas Instruments
TXN
+$23.6M

Sector Composition

Rank Sector Weight
1 Technology 26.02%
2 Financials 13.59%
3 Healthcare 12.95%
4 Consumer Discretionary 12.77%
5 Communication Services 12.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EL icon
101
Estee Lauder
EL
$32B
$9.48M 0.2%
31,603
+1,616
+5% +$528K
EW icon
102
Edwards Lifesciences
EW
$51.7B
$9.42M 0.19%
83,214
-245
-0.3% -$28K
EQIX icon
103
Equinix
EQIX
$103B
$9.33M 0.19%
11,804
-15
-0.1% -$12.5K
CI icon
104
Cigna
CI
$74.6B
$9.33M 0.19%
46,594
-145
-0.3% -$31.5K
BDX icon
105
Becton Dickinson
BDX
$48.2B
$9.25M 0.19%
38,573
-86
-0.2% -$21.1K
SHW icon
106
Sherwin-Williams
SHW
$89.8B
$9.12M 0.19%
32,593
-337
-1% -$98.6K
CME icon
107
CME Group
CME
$94.8B
$9.04M 0.19%
46,731
-123
-0.3% -$24.9K
GM icon
108
General Motors
GM
$76.8B
$8.81M 0.18%
167,097
+31
+0% +$1.65K
HCA icon
109
HCA Healthcare
HCA
$89.5B
$8.75M 0.18%
36,048
-84
-0.2% -$20.5K
ITW icon
110
Illinois Tool Works
ITW
$84.5B
$8.72M 0.18%
42,215
-805
-2% -$182K
CSX icon
111
CSX Corp
CSX
$93.1B
$8.72M 0.18%
293,062
-20,601
-7% -$660K
FISV
112
Fiserv Inc
FISV
$27.9B
$8.44M 0.17%
77,752
-33
-0% -$3.69K
BSX icon
113
Boston Scientific
BSX
$71.5B
$8.37M 0.17%
192,900
+3,032
+2% +$134K
REGN icon
114
Regeneron Pharmaceuticals
REGN
$80.8B
$8.36M 0.17%
13,816
-35
-0.3% -$21.7K
ICE icon
115
Intercontinental Exchange
ICE
$84.4B
$8.34M 0.17%
72,612
-245
-0.3% -$29.1K
CL icon
116
Colgate-Palmolive
CL
$74.4B
$8.27M 0.17%
109,478
+426
+0.4% +$33.8K
SO icon
117
Southern Company
SO
$107B
$8.23M 0.17%
132,862
-727
-0.5% -$46.8K
ADSK icon
118
Autodesk
ADSK
$52.6B
$8.21M 0.17%
28,774
-31
-0.1% -$9.49K
D icon
119
Dominion Energy
D
$59.3B
$8.02M 0.17%
109,787
+6,158
+6% +$470K
WM icon
120
Waste Management
WM
$91B
$7.82M 0.16%
52,380
-1,161
-2% -$174K
ATVI
121
DELISTED
Activision Blizzard
ATVI
$7.79M 0.16%
100,628
+92
+0.1% +$7.69K
NSC icon
122
Norfolk Southern
NSC
$75.1B
$7.75M 0.16%
32,409
+76
+0.2% +$19.5K
MCO icon
123
Moody's
MCO
$82.7B
$7.74M 0.16%
21,784
-87
-0.4% -$32.8K
ILMN icon
124
Illumina
ILMN
$28.4B
$7.69M 0.16%
19,490
-65
-0.3% -$29.9K
SNOW icon
125
Snowflake
SNOW
$115B
$7.66M 0.16%
25,318
+22,280
+733% +$6.34M
3 4
5
6 7

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IFM Investors's Q3 2021 Portfolio in Review

As of Q3 2021, IFM Investors held 610 positions worth $4.83B, down 1.2% from $4.89B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

IFM Investors's Q3 2021 filing shows 7 new, 248 increased, 173 reduced and 25 closed positions. Its largest new stake was Alphabet (Google) Class C: 780,540 shares worth $104M. The largest sale was Salesforce, an estimated $30M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Healthcare.

  • IFM Investors's largest Q3 2021 buy was Alphabet (Google) Class C: 780,540 shares worth $104M.
  • IFM Investors added most to Amazon in Q3 2021, an estimated $12.6M increase.
  • IFM Investors's biggest Q3 2021 reduction was L3Harris, cutting an estimated $3.46M.
  • IFM Investors fully exited Salesforce in Q3 2021, selling an estimated $30M.
  • IFM Investors's ten largest holdings make up 28% of its $4.83B portfolio in Q3 2021.
  • IFM Investors opened 7 new positions and closed 25 in Q3 2021.
  • IFM Investors's portfolio value fell 1.2% quarter-over-quarter to $4.83B.

Based on IFM Investors's 13F filing for Q3 2021, filed 13 Oct 2021.