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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
DXCM icon
151
DexCom
DXCM
$32B
$6.77M 0.12%
50,404
-384
-0.8% -$55.2K
XLNX
152
DELISTED
Xilinx Inc
XLNX
$6.76M 0.12%
31,905
– –
ROP icon
153
Roper Technologies
ROP
$39.8B
$6.72M 0.12%
13,659
-148
-1% -$70.4K
ATVI
154
DELISTED
Activision Blizzard
ATVI
$6.65M 0.12%
100,002
-626
-0.6% -$42.8K
CDNS icon
155
Cadence Design Systems
CDNS
$93.4B
$6.64M 0.12%
35,654
-360
-1% -$62.8K
EOG icon
156
EOG Resources
EOG
$70.7B
$6.63M 0.12%
74,684
-620
-0.8% -$55.7K
HPQ icon
157
HP
HPQ
$27.5B
$6.62M 0.12%
175,622
-4,914
-3% -$161K
AIG icon
158
American International
AIG
$41.3B
$6.6M 0.12%
116,103
+1,600
+1% +$91.1K
APH icon
159
Amphenol
APH
$209B
$6.59M 0.12%
150,738
-3,344
-2% -$135K
UBER icon
160
Uber
UBER
$153B
$6.58M 0.12%
156,963
-307
-0.2% -$13.2K
MSCI icon
161
MSCI
MSCI
$40.9B
$6.57M 0.12%
10,715
-88
-0.8% -$55.2K
ALGN icon
162
Align Technology
ALGN
$12.3B
$6.47M 0.12%
9,840
-50
-0.5% -$32.1K
MET icon
163
MetLife
MET
$62.1B
$6.45M 0.12%
103,252
+254
+0.2% +$15.9K
INFO
164
DELISTED
IHS Markit Ltd. Common Shares
INFO
$6.44M 0.12%
48,425
-374
-0.8% -$47.6K
ORLY icon
165
O'Reilly Automotive
ORLY
$76.3B
$6.41M 0.12%
136,125
-3,390
-2% -$147K
NEM icon
166
Newmont
NEM
$119B
$6.38M 0.12%
102,816
-1,401
-1% -$79.4K
KMB icon
167
Kimberly-Clark
KMB
$36.5B
$6.35M 0.12%
44,405
-803
-2% -$108K
MO icon
168
Altria Group
MO
$114B
$6.34M 0.12%
133,848
– –
BNY
169
Bank of New York Mellon
BNY
$107B
$6.32M 0.12%
108,768
-1,543
-1% -$88.7K
CMG icon
170
Chipotle Mexican Grill
CMG
$41.5B
$6.3M 0.12%
180,300
-1,800
-1% -$63.4K
CNC icon
171
Centene
CNC
$32.5B
$6.29M 0.12%
76,327
-492
-0.6% -$36K
PRU icon
172
Prudential Financial
PRU
$41.8B
$6.28M 0.12%
58,013
+1,664
+3% +$181K
DLR icon
173
Digital Realty Trust
DLR
$71.7B
$6.27M 0.12%
35,445
-263
-0.7% -$42.1K
A icon
174
Agilent Technologies
A
$41.2B
$6.25M 0.11%
39,147
-442
-1% -$68.9K
SNAP icon
175
Snap
SNAP
$9.01B
$6.22M 0.11%
132,183
+3,855
+3% +$217K
5 6
7
8 9

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AT
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UM
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FCAS
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RFC
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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.