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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
ZM icon
126
Zoom
ZM
$30.6B
$7.56M 0.16%
28,897
+2,098
+8% +$707K
FDX icon
127
FedEx
FDX
$75.4B
$7.54M 0.16%
34,369
+1,912
+6% +$519K
EMR icon
128
Emerson Electric
EMR
$88.3B
$7.36M 0.15%
78,093
-197
-0.3% -$19.7K
APD icon
129
Air Products & Chemicals
APD
$67.6B
$7.27M 0.15%
28,390
-85
-0.3% -$23.5K
IDXX icon
130
Idexx Laboratories
IDXX
$46.2B
$7.21M 0.15%
11,589
-35
-0.3% -$23.5K
F icon
131
Ford
F
$55.7B
$7.17M 0.15%
506,367
-749
-0.1% -$10.2K
UBER icon
132
Uber
UBER
$153B
$7.05M 0.15%
157,270
-796
-0.5% -$34.8K
DXCM icon
133
DexCom
DXCM
$32B
$6.94M 0.14%
50,788
+372
+0.7% +$46.9K
ECL icon
134
Ecolab
ECL
$79.9B
$6.91M 0.14%
33,137
-259
-0.8% -$56.8K
PGR icon
135
Progressive
PGR
$125B
$6.84M 0.14%
75,722
-164
-0.2% -$15.6K
KLAC icon
136
KLA
KLAC
$259B
$6.8M 0.14%
203,260
-1,110
-0.5% -$37.1K
DOCU
137
DocuSign
DOCU
$11.5B
$6.77M 0.14%
26,300
+1,518
+6% +$437K
MRVL icon
138
Marvell Technology
MRVL
$196B
$6.75M 0.14%
111,848
+6,749
+6% +$405K
DG icon
139
Dollar General
DG
$27.9B
$6.73M 0.14%
31,732
-121
-0.4% -$27.3K
HUM icon
140
Humana
HUM
$46.2B
$6.72M 0.14%
17,267
+39
+0.2% +$16.6K
TWLO icon
141
Twilio
TWLO
$36.6B
$6.7M 0.14%
21,003
+44
+0.2% +$16K
CMG icon
142
Chipotle Mexican Grill
CMG
$41.5B
$6.62M 0.14%
182,100
+1,250
+0.7% +$45.5K
ALGN icon
143
Align Technology
ALGN
$12.3B
$6.58M 0.14%
9,890
-24
-0.2% -$16.3K
MSCI icon
144
MSCI
MSCI
$40.9B
$6.57M 0.14%
10,803
+46
+0.4% +$28.1K
WDAY icon
145
Workday
WDAY
$44.4B
$6.47M 0.13%
25,897
+2,258
+10% +$559K
LULU icon
146
lululemon athletica
LULU
$14.6B
$6.46M 0.13%
15,962
-34
-0.2% -$13.6K
MET icon
147
MetLife
MET
$62.1B
$6.36M 0.13%
102,998
+249
+0.2% +$15K
CRWD icon
148
CrowdStrike
CRWD
$218B
$6.31M 0.13%
102,740
+10,160
+11% +$655K
AIG icon
149
American International
AIG
$41.3B
$6.29M 0.13%
114,503
+648
+0.6% +$33.4K
VRTX icon
150
Vertex Pharmaceuticals
VRTX
$126B
$6.28M 0.13%
34,600
+2
+0% +$390
4 5
6
7 8

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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 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.