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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
ZM icon
201
Zoom
ZM
$30.6B
$5.34M 0.1%
29,029
+132
+0.5% +$31K
MPC icon
202
Marathon Petroleum
MPC
$83.7B
$5.34M 0.1%
83,405
-83
-0.1% -$5.33K
YUM icon
203
Yum! Brands
YUM
$41.1B
$5.29M 0.1%
38,118
-1,045
-3% -$134K
CRWD icon
204
CrowdStrike
CRWD
$218B
$5.29M 0.1%
103,344
+604
+0.6% +$36.8K
ROK icon
205
Rockwell Automation
ROK
$49B
$5.29M 0.1%
15,151
-149
-1% -$49.3K
CTAS icon
206
Cintas
CTAS
$81.3B
$5.26M 0.1%
47,512
-864
-2% -$93.1K
PPG icon
207
PPG Industries
PPG
$26.6B
$5.25M 0.1%
30,426
-350
-1% -$56.2K
ROST icon
208
Ross Stores
ROST
$81.9B
$5.24M 0.1%
45,808
-357
-0.8% -$39.9K
GIS icon
209
General Mills
GIS
$19.7B
$5.21M 0.1%
77,255
-1,447
-2% -$91.9K
WBA
210
DELISTED
Walgreens Boots Alliance
WBA
$5.19M 0.1%
99,518
+166
+0.2% +$8.04K
MTD icon
211
Mettler-Toledo International
MTD
$28.6B
$5.13M 0.09%
3,025
-33
-1% -$49.9K
GPN icon
212
Global Payments
GPN
$22.8B
$5.13M 0.09%
37,971
-266
-0.7% -$36.7K
RMD icon
213
ResMed
RMD
$30.7B
$5.13M 0.09%
19,677
+267
+1% +$69.3K
TRV icon
214
Travelers Companies
TRV
$80.2B
$5.07M 0.09%
32,417
-335
-1% -$52.3K
SYY icon
215
Sysco
SYY
$40.3B
$5.07M 0.09%
64,519
-706
-1% -$54.3K
MCK icon
216
McKesson
MCK
$101B
$5M 0.09%
20,121
-560
-3% -$123K
TTD icon
217
Trade Desk
TTD
$6.49B
$4.96M 0.09%
54,140
-491
-0.9% -$43K
O icon
218
Realty Income
O
$59.1B
$4.95M 0.09%
69,160
+20,818
+43% +$1.43M
KKR icon
219
KKR & Co
KKR
$92.3B
$4.92M 0.09%
66,037
-554
-0.8% -$40.9K
KEYS icon
220
Keysight
KEYS
$58.3B
$4.92M 0.09%
23,805
-380
-2% -$71.1K
EA
221
DELISTED
Electronic Arts
EA
$4.86M 0.09%
36,874
-257
-0.7% -$34.6K
MNST icon
222
Monster Beverage
MNST
$88.5B
$4.86M 0.09%
101,102
-922
-0.9% -$41K
BIIB icon
223
Biogen
BIIB
$30.7B
$4.85M 0.09%
20,221
-228
-1% -$58.6K
AVB icon
224
AvalonBay Communities
AVB
$26.8B
$4.85M 0.09%
19,203
-326
-2% -$77.7K
ABNB icon
225
Airbnb
ABNB
$107B
$4.85M 0.09%
29,114
+11,924
+69% +$2.1M
7 8
9
10 11

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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.