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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 | |
|---|---|---|---|---|---|---|
151
WEC Energy
WEC
$35.1B
| $8.89M | 0.14% |
89,103
+51,675
| +138% | +$4.88M |
|
152
MetLife
MET
$62.1B
| $8.86M | 0.14% |
126,062
+22,810
| +22% | +$1.54M |
|
153
Oneok
OKE
$54.5B
| $8.78M | 0.14% |
124,348
+68,207
| +121% | +$4.37M |
|
154
Capital One
COF
$134B
| $8.72M | 0.14% |
66,425
+8,211
| +14% | +$1.2M |
|
155
Mercado Libre
MELI
$92.3B
| $8.71M | 0.14% |
7,327
+1,499
| +26% | +$1.63M |
|
156
Occidental Petroleum
OXY
$55.9B
| $8.7M | 0.13% |
153,258
+35,302
| +30% | +$1.56M |
|
157
Lockheed Martin
LMT
$136B
| $8.69M | 0.13% |
19,690
+10,592
| +116% | +$4.29M |
|
158
American International
AIG
$41.3B
| $8.66M | 0.13% |
137,942
+21,839
| +19% | +$1.31M |
|
159
Eversource Energy
ES
$27.2B
| $8.63M | 0.13% |
97,914
+52,898
| +118% | +$4.52M |
|
160
KLA
KLAC
$259B
| $8.58M | 0.13% |
234,310
+33,360
| +17% | +$1.25M |
|
|
161
Boeing
BA
$185B
| $8.51M | 0.13% |
44,428
-17,838
| -29% | -$3.58M |
|
162
Illumina
ILMN
$28.4B
| $8.35M | 0.13% |
24,567
+5,270
| +27% | +$1.78M |
|
163
Uber
UBER
$153B
| $8.25M | 0.13% |
231,286
+74,323
| +47% | +$2.67M |
|
164
Fortinet
FTNT
$117B
| $8.16M | 0.13% |
119,345
+22,010
| +23% | +$1.37M |
|
165
DexCom
DXCM
$32B
| $8.11M | 0.13% |
63,428
+13,024
| +26% | +$1.42M |
|
166
Archer Daniels Midland
ADM
$36.9B
| $8.08M | 0.13% |
89,562
+18,711
| +26% | +$1.46M |
|
167
Airbnb
ABNB
$107B
| $8.06M | 0.13% |
46,957
+17,843
| +61% | +$2.84M |
|
168
Marathon Petroleum
MPC
$83.7B
| $8.06M | 0.13% |
94,252
+10,847
| +13% | +$825K |
|
169
Roper Technologies
ROP
$39.8B
| $8.04M | 0.12% |
17,034
+3,375
| +25% | +$1.52M |
|
170
Prudential Financial
PRU
$41.8B
| $7.97M | 0.12% |
67,445
+9,432
| +16% | +$1.07M |
|
171
Centene
CNC
$32.5B
| $7.95M | 0.12% |
94,405
+18,078
| +24% | +$1.48M |
|
172
Dollar General
DG
$27.9B
| $7.91M | 0.12% |
35,541
+4,604
| +15% | +$978K |
|
173
Synopsys
SNPS
$79.7B
| $7.88M | 0.12% |
23,659
+4,331
| +22% | +$1.35M |
|
174
Workday
WDAY
$44.4B
| $7.74M | 0.12% |
32,307
+5,762
| +22% | +$1.37M |
|
175
Autodesk
ADSK
$52.6B
| $7.73M | 0.12% |
36,072
+7,557
| +27% | +$1.74M |
|
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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.