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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
MCHP icon
176
Microchip Technology
MCHP
$46B
$6.14M 0.11%
70,482
– –
CTSH icon
177
Cognizant
CTSH
$26B
$6.11M 0.11%
68,821
-965
-1% -$77.6K
LULU icon
178
lululemon athletica
LULU
$14.6B
$6.09M 0.11%
15,558
-404
-3% -$173K
AZO icon
179
AutoZone
AZO
$51.1B
$6.05M 0.11%
2,884
-81
-3% -$151K
MSI icon
180
Motorola Solutions
MSI
$77.4B
$6.03M 0.11%
22,200
-205
-0.9% -$51.6K
AFL icon
181
Aflac
AFL
$62.6B
$5.98M 0.11%
102,382
+596
+0.6% +$33.4K
MAR icon
182
Marriott International
MAR
$92.3B
$5.88M 0.11%
35,577
-289
-0.8% -$45.5K
CARR icon
183
Carrier Global
CARR
$52.8B
$5.87M 0.11%
108,295
-788
-0.7% -$42.5K
EBAY icon
184
eBay
EBAY
$49.8B
$5.87M 0.11%
88,243
-1,096
-1% -$78.2K
TROW icon
185
T. Rowe Price
TROW
$24.3B
$5.84M 0.11%
29,725
-179
-0.6% -$36.4K
PXD
186
DELISTED
Pioneer Natural Resource Co.
PXD
$5.81M 0.11%
31,956
– –
BAX icon
187
Baxter International
BAX
$14.2B
$5.8M 0.11%
67,630
+387
+0.6% +$31.2K
DD icon
188
DuPont de Nemours
DD
$19.2B
$5.69M 0.1%
56,088
-1,165
-2% -$111K
PAYX icon
189
Paychex
PAYX
$42.7B
$5.64M 0.1%
41,335
-350
-0.8% -$43.3K
AWK icon
190
American Water Works
AWK
$26.9B
$5.62M 0.1%
29,767
+835
+3% +$146K
TWLO icon
191
Twilio
TWLO
$36.6B
$5.53M 0.1%
21,008
+5
+0% +$1.5K
SBAC icon
192
SBA Communications
SBAC
$19.5B
$5.52M 0.1%
14,190
-151
-1% -$53K
SRE icon
193
Sempra
SRE
$54.8B
$5.48M 0.1%
+82,914
New +$5.25M
DOW icon
194
Dow Inc
DOW
$21.2B
$5.47M 0.1%
96,390
-656
-0.7% -$37.4K
HLT icon
195
Hilton Worldwide
HLT
$71.5B
$5.46M 0.1%
34,972
-401
-1% -$57.8K
STZ icon
196
Constellation Brands
STZ
$23.2B
$5.4M 0.1%
21,522
-371
-2% -$84.5K
AEP icon
197
American Electric Power
AEP
$68.4B
$5.38M 0.1%
60,409
-965
-2% -$81.4K
SLB icon
198
SLB Ltd
SLB
$75B
$5.37M 0.1%
+179,431
New +$5.65M
SIVB
199
DELISTED
SVB Financial Group
SIVB
$5.37M 0.1%
7,924
+98
+1% +$69K
PH icon
200
Parker-Hannifin
PH
$135B
$5.36M 0.1%
16,848
-255
-1% -$78.9K
6 7
8
9 10

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UM
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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.