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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
D icon
126
Dominion Energy
D
$59.3B
$8.49M 0.16%
108,101
-1,686
-2% -$127K
XYZ
127
Block Inc
XYZ
$47.5B
$8.49M 0.16%
52,579
-466
-0.9% -$101K
COF icon
128
Capital One
COF
$134B
$8.45M 0.15%
58,214
-1,191
-2% -$184K
MCO icon
129
Moody's
MCO
$82.7B
$8.43M 0.15%
21,579
-205
-0.9% -$79.1K
BSX icon
130
Boston Scientific
BSX
$71.5B
$8.4M 0.15%
197,700
+4,800
+2% +$202K
ADSK icon
131
Autodesk
ADSK
$52.6B
$8.02M 0.15%
28,515
-259
-0.9% -$75.5K
HUM icon
132
Humana
HUM
$46.2B
$7.98M 0.15%
17,203
-64
-0.4% -$28.3K
FISV
133
Fiserv Inc
FISV
$27.9B
$7.96M 0.15%
76,690
-1,062
-1% -$110K
MELI icon
134
Mercado Libre
MELI
$92.3B
$7.86M 0.14%
5,828
-35
-0.6% -$49.2K
FCX icon
135
Freeport-McMoran
FCX
$97.5B
$7.83M 0.14%
187,670
-1,417
-0.7% -$53.8K
ECL icon
136
Ecolab
ECL
$79.9B
$7.68M 0.14%
32,748
-389
-1% -$87.9K
PGR icon
137
Progressive
PGR
$125B
$7.64M 0.14%
74,427
-1,295
-2% -$124K
IDXX icon
138
Idexx Laboratories
IDXX
$46.2B
$7.57M 0.14%
11,502
-87
-0.8% -$54.6K
PSA icon
139
Public Storage
PSA
$61.3B
$7.54M 0.14%
20,139
-250
-1% -$83.5K
VRTX icon
140
Vertex Pharmaceuticals
VRTX
$126B
$7.51M 0.14%
34,197
-403
-1% -$78.4K
EXC icon
141
Exelon
EXC
$47B
$7.41M 0.14%
179,809
-1,331
-0.7% -$50.1K
DG icon
142
Dollar General
DG
$27.9B
$7.3M 0.13%
30,937
-795
-3% -$176K
WDAY icon
143
Workday
WDAY
$44.4B
$7.25M 0.13%
26,545
+648
+3% +$180K
EMR icon
144
Emerson Electric
EMR
$88.3B
$7.19M 0.13%
77,315
-778
-1% -$73.3K
ILMN icon
145
Illumina
ILMN
$28.4B
$7.14M 0.13%
19,297
-193
-1% -$73.1K
SNPS icon
146
Synopsys
SNPS
$79.7B
$7.12M 0.13%
+19,328
New +$6.52M
FTNT icon
147
Fortinet
FTNT
$117B
$7M 0.13%
97,335
-350
-0.4% -$23K
IQV icon
148
IQVIA
IQV
$39.3B
$6.95M 0.13%
24,647
-271
-1% -$70.3K
PANW icon
149
Palo Alto Networks
PANW
$297B
$6.88M 0.13%
74,154
-516
-0.7% -$44.6K
SPG icon
150
Simon Property Group
SPG
$72.3B
$6.79M 0.12%
42,486
-347
-0.8% -$53K
4 5
6
7 8

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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.