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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 | |
|---|---|---|---|---|---|---|
176
Snowflake
SNOW
$115B
| $7.68M | 0.12% |
33,520
+7,265
| +28% | +$1.88M |
|
177
Dow Inc
DOW
$21.2B
| $7.67M | 0.12% |
120,436
+24,046
| +25% | +$1.45M |
|
178
Edison International
EIX
$26.4B
| $7.45M | 0.12% |
106,334
+56,484
| +113% | +$3.61M |
|
179
McKesson
MCK
$101B
| $7.43M | 0.12% |
24,265
+4,144
| +21% | +$1.13M |
|
180
Cognizant
CTSH
$26B
| $7.43M | 0.12% |
82,827
+14,006
| +20% | +$1.23M |
|
181
HP
HPQ
$27.5B
| $7.39M | 0.11% |
203,584
+27,962
| +16% | +$1.03M |
|
182
Aflac
AFL
$62.6B
| $7.32M | 0.11% |
113,745
+11,363
| +11% | +$711K |
|
183
Marriott International
MAR
$92.3B
| $7.32M | 0.11% |
41,670
+6,093
| +17% | +$1.01M |
|
184
Exelon
EXC
$47B
| $7.31M | 0.11% |
153,536
-26,273
| -15% | -$1.11M |
|
185
FirstEnergy
FE
$27.5B
| $7.24M | 0.11% |
157,881
+89,207
| +130% | +$3.77M |
|
186
Ecolab
ECL
$79.9B
| $7.21M | 0.11% |
40,805
+8,057
| +25% | +$1.51M |
|
187
Idexx Laboratories
IDXX
$46.2B
| $7.2M | 0.11% |
13,154
+1,652
| +14% | +$869K |
|
188
O'Reilly Automotive
ORLY
$76.3B
| $7.17M | 0.11% |
157,065
+20,940
| +15% | +$935K |
|
189
Agilent Technologies
A
$41.2B
| $7.1M | 0.11% |
53,671
+14,524
| +37% | +$2M |
|
190
Motorola Solutions
MSI
$77.4B
| $6.96M | 0.11% |
28,754
+6,554
| +30% | +$1.52M |
|
191
CrowdStrike
CRWD
$218B
| $6.95M | 0.11% |
122,428
+19,084
| +18% | +$889K |
|
192
Cadence Design Systems
CDNS
$93.4B
| $6.94M | 0.11% |
42,188
+6,534
| +18% | +$1M |
|
193
IQVIA
IQV
$39.3B
| $6.86M | 0.11% |
29,664
+5,017
| +20% | +$1.19M |
|
194
Carrier Global
CARR
$52.8B
| $6.85M | 0.11% |
149,317
+41,022
| +38% | +$1.93M |
|
195
Simon Property Group
SPG
$72.3B
| $6.84M | 0.11% |
52,018
+9,532
| +22% | +$1.36M |
|
196
Chipotle Mexican Grill
CMG
$41.5B
| $6.8M | 0.11% |
214,850
+34,550
| +19% | +$1.04M |
|
197
Kimberly-Clark
KMB
$36.5B
| $6.77M | 0.11% |
54,987
+10,582
| +24% | +$1.4M |
|
198
AutoZone
AZO
$51.1B
| $6.77M | 0.11% |
3,309
+425
| +15% | +$831K |
|
199
Ameren
AEE
$30.1B
| $6.76M | 0.1% |
72,144
+44,112
| +157% | +$3.86M |
|
200
Microchip Technology
MCHP
$46B
| $6.76M | 0.1% |
90,000
+19,518
| +28% | +$1.47M |
|
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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.