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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
CME icon
101
CME Group
CME
$94.8B
$10.5M 0.19%
46,122
-609
-1% -$134K
DUK icon
102
Duke Energy
DUK
$97.3B
$10.5M 0.19%
100,381
-2,285
-2% -$232K
CI icon
103
Cigna
CI
$74.6B
$10.5M 0.19%
45,554
-1,040
-2% -$221K
F icon
104
Ford
F
$55.7B
$10.4M 0.19%
502,095
-4,272
-0.8% -$78.6K
PM icon
105
Philip Morris
PM
$295B
$10.4M 0.19%
109,640
– –
ITW icon
106
Illinois Tool Works
ITW
$84.5B
$10.4M 0.19%
42,003
-212
-0.5% -$49.3K
USB icon
107
US Bancorp
USB
$99.6B
$10.1M 0.19%
180,615
-2,981
-2% -$176K
TFC icon
108
Truist Financial
TFC
$64B
$10.1M 0.19%
172,272
-2,534
-1% -$155K
EQIX icon
109
Equinix
EQIX
$103B
$9.89M 0.18%
11,694
-110
-0.9% -$88.2K
ICE icon
110
Intercontinental Exchange
ICE
$84.4B
$9.83M 0.18%
71,860
-752
-1% -$99.6K
MRVL icon
111
Marvell Technology
MRVL
$196B
$9.73M 0.18%
111,246
-602
-0.5% -$45K
GM icon
112
General Motors
GM
$76.8B
$9.72M 0.18%
165,762
-1,335
-0.8% -$78K
TMUS icon
113
T-Mobile US
TMUS
$190B
$9.69M 0.18%
83,527
-717
-0.9% -$84.4K
NSC icon
114
Norfolk Southern
NSC
$75.1B
$9.47M 0.17%
31,807
-602
-2% -$168K
BDX icon
115
Becton Dickinson
BDX
$48.2B
$9.28M 0.17%
37,821
-752
-2% -$180K
CL icon
116
Colgate-Palmolive
CL
$74.4B
$9.17M 0.17%
107,486
-1,992
-2% -$156K
HCA icon
117
HCA Healthcare
HCA
$89.5B
$9.16M 0.17%
35,666
-382
-1% -$93.5K
SNOW icon
118
Snowflake
SNOW
$115B
$8.89M 0.16%
26,255
+937
+4% +$327K
WM icon
119
Waste Management
WM
$91B
$8.74M 0.16%
52,380
– –
FDX icon
120
FedEx
FDX
$75.4B
$8.71M 0.16%
33,680
-689
-2% -$165K
FIS icon
121
Fidelity National Information Services
FIS
$22.1B
$8.71M 0.16%
79,803
-1,059
-1% -$120K
SO icon
122
Southern Company
SO
$107B
$8.69M 0.16%
126,640
-6,222
-5% -$397K
REGN icon
123
Regeneron Pharmaceuticals
REGN
$80.8B
$8.68M 0.16%
13,750
-66
-0.5% -$40.6K
KLAC icon
124
KLA
KLAC
$259B
$8.64M 0.16%
200,950
-2,310
-1% -$89.1K
APD icon
125
Air Products & Chemicals
APD
$67.6B
$8.54M 0.16%
28,075
-315
-1% -$92.5K
3 4
5
6 7

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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.