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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
(+18%)
Cap. Flow
+$1.27B
Cap. Flow
% of AUM
19.64%
Top 10 Holdings %
Top 10 Hldgs %
27.85%
Holding
650
New
47
Increased
584
Reduced
13
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$73.3M |
| 2 |
Microsoft
MSFT
|
+$59.1M |
| 3 |
Amazon
AMZN
|
+$40.4M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$39.2M |
| 5 |
NextEra Energy
NEE
|
+$25.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
RTX Corp
RTX
|
+$6.77M |
| 2 |
XLNX
Xilinx Inc
XLNX
|
+$6.76M |
| 3 |
Honeywell
HON
|
+$6.53M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$6.44M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
HCA Healthcare
HCA
$89.5B
| $10.5M | 0.16% |
41,847
+6,181
| +17% | +$1.55M |
|
127
Illinois Tool Works
ITW
$84.5B
| $10.3M | 0.16% |
49,217
+7,214
| +17% | +$1.62M |
|
128
Ford
F
$55.7B
| $10.3M | 0.16% |
609,205
+107,110
| +21% | +$2.04M |
|
129
American Water Works
AWK
$26.9B
| $10.2M | 0.16% |
61,632
+31,865
| +107% | +$5.05M |
|
130
Colgate-Palmolive
CL
$74.4B
| $10.1M | 0.16% |
133,265
+25,779
| +24% | +$2.04M |
|
131
Newmont
NEM
$119B
| $10.1M | 0.16% |
126,612
+23,796
| +23% | +$1.61M |
|
132
Estee Lauder
EL
$32B
| $9.93M | 0.15% |
36,451
+5,127
| +16% | +$1.54M |
|
|
ATVI
133
DELISTED
Activision Blizzard
ATVI
| $9.86M | 0.15% |
123,121
+23,119
| +23% | +$1.8M |
|
134
Consolidated Edison
ED
$39.9B
| $9.86M | 0.15% |
104,133
+57,730
| +124% | +$4.99M |
|
135
Sherwin-Williams
SHW
$89.8B
| $9.85M | 0.15% |
39,452
+7,262
| +23% | +$2.01M |
|
136
Fidelity National Information Services
FIS
$22.1B
| $9.83M | 0.15% |
97,899
+18,096
| +23% | +$1.89M |
|
137
Palo Alto Networks
PANW
$297B
| $9.69M | 0.15% |
93,366
+19,212
| +26% | +$1.72M |
|
|
FISV
138
Fiserv Inc
FISV
$27.9B
| $9.64M | 0.15% |
95,099
+18,409
| +24% | +$1.86M |
|
139
Public Storage
PSA
$61.3B
| $9.56M | 0.15% |
24,507
+4,368
| +22% | +$1.59M |
|
|
PXD
140
DELISTED
Pioneer Natural Resource Co.
PXD
| $9.49M | 0.15% |
37,958
+6,002
| +19% | +$1.36M |
|
141
Marvell Technology
MRVL
$196B
| $9.44M | 0.15% |
131,695
+20,449
| +18% | +$1.47M |
|
142
Cheniere Energy
LNG
$52.9B
| $9.32M | 0.14% |
67,188
+36,417
| +118% | +$4.43M |
|
143
Moderna
MRNA
$23.6B
| $9.26M | 0.14% |
53,731
+8,607
| +19% | +$1.45M |
|
144
SLB Ltd
SLB
$75B
| $9.2M | 0.14% |
222,649
+43,218
| +24% | +$1.69M |
|
145
FedEx
FDX
$75.4B
| $9.16M | 0.14% |
39,599
+5,919
| +18% | +$1.39M |
|
146
Humana
HUM
$46.2B
| $9.15M | 0.14% |
21,024
+3,821
| +22% | +$1.6M |
|
147
General Motors
GM
$76.8B
| $9.12M | 0.14% |
208,413
+42,651
| +26% | +$2.13M |
|
148
Emerson Electric
EMR
$88.3B
| $9.08M | 0.14% |
92,645
+15,330
| +20% | +$1.45M |
|
149
Moody's
MCO
$82.7B
| $8.99M | 0.14% |
26,635
+5,056
| +23% | +$1.7M |
|
150
Air Products & Chemicals
APD
$67.6B
| $8.94M | 0.14% |
35,774
+7,699
| +27% | +$1.98M |
|
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UM
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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.