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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
Cap. Flow
+$1.27B
Cap. Flow %
19.64%
Top 10 Hldgs %
27.85%
Holding
650
New
47
Increased
584
Reduced
13
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$73.3M
2
MSFT icon
Microsoft
MSFT
+$59.1M
3
AMZN icon
Amazon
AMZN
+$40.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$39.2M
5
NEE icon
NextEra Energy
NEE
+$25.5M

Top Sells

Rank Stock Value
1
RTX icon
RTX Corp
RTX
+$6.77M
2
XLNX
Xilinx Inc
XLNX
+$6.76M
3
HON icon
Honeywell
HON
+$6.53M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$6.44M
5
BA icon
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
MSCI icon
201
MSCI
MSCI
$40.9B
$6.72M 0.1%
13,358
+2,643
+25% +$1.37M
WELL icon
202
Welltower
WELL
$171B
$6.71M 0.1%
69,804
+15,432
+28% +$1.34M
TRV icon
203
Travelers Companies
TRV
$80.2B
$6.71M 0.1%
36,701
+4,284
+13% +$734K
SYY icon
204
Sysco
SYY
$40.3B
$6.69M 0.1%
81,908
+17,389
+27% +$1.41M
PAYX icon
205
Paychex
PAYX
$42.7B
$6.68M 0.1%
48,943
+7,608
+18% +$934K
LULU icon
206
lululemon athletica
LULU
$14.6B
$6.67M 0.1%
18,272
+2,714
+17% +$883K
APH icon
207
Amphenol
APH
$209B
$6.65M 0.1%
176,534
+25,796
+17% +$999K
ETR icon
208
Entergy
ETR
$50B
$6.62M 0.1%
113,476
+65,348
+136% +$3.58M
BAX icon
209
Baxter International
BAX
$14.2B
$6.58M 0.1%
84,836
+17,206
+25% +$1.44M
NUE icon
210
Nucor
NUE
$62.1B
$6.51M 0.1%
43,770
+5,820
+15% +$714K
DLR icon
211
Digital Realty Trust
DLR
$71.7B
$6.39M 0.1%
45,095
+9,650
+27% +$1.39M
HLT icon
212
Hilton Worldwide
HLT
$71.5B
$6.37M 0.1%
41,959
+6,987
+20% +$1.03M
BNY
213
Bank of New York Mellon
BNY
$107B
$6.36M 0.1%
128,128
+19,360
+18% +$1.1M
CTVA icon
214
Corteva
CTVA
$51.3B
$6.32M 0.1%
109,970
+15,670
+17% +$801K
KR icon
215
Kroger
KR
$34.8B
$6.31M 0.1%
109,965
+15,845
+17% +$787K
SNAP icon
216
Snap
SNAP
$9.01B
$6.23M 0.1%
173,164
+40,981
+31% +$1.48M
VLO icon
217
Valero Energy
VLO
$85.9B
$6.23M 0.1%
61,378
+8,937
+17% +$775K
ALL icon
218
Allstate
ALL
$67.5B
$6.21M 0.1%
44,849
+5,653
+14% +$710K
DD icon
219
DuPont de Nemours
DD
$19.2B
$6.15M 0.1%
66,596
+10,508
+19% +$1.03M
SE icon
220
Sea Limited
SE
$69.5B
$6.15M 0.1%
51,337
+32,916
+179% +$4.64M
GIS icon
221
General Mills
GIS
$19.7B
$6.12M 0.09%
90,359
+13,104
+17% +$879K
PPL
222
PPL Corp
PPL
$26.7B
$6.09M 0.09%
213,245
+123,485
+138% +$3.48M
EBAY icon
223
eBay
EBAY
$49.8B
$6.03M 0.09%
105,382
+17,139
+19% +$998K
GPN icon
224
Global Payments
GPN
$22.8B
$6.03M 0.09%
44,041
+6,070
+16% +$848K
WCN
225
Waste Connections
WCN
$42B
$6.03M 0.09%
43,138
+9,679
+29% +$1.24M
7 8
9
10 11

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IA
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AT
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UM
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FCAS
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RFC
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GF
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Verition Fund Management
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NMO
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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.