We are live on ! Find out more
II

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
AAPL icon
1
Apple
AAPL
$4.89T
$387M 7.1%
2,179,810
-42,543
-2% -$6.72M
MSFT icon
2
Microsoft
MSFT
$2.84T
$317M 5.81%
942,131
-12,134
-1% -$3.93M
AMZN icon
3
Amazon
AMZN
$2.5T
$200M 3.66%
1,197,020
-9,740
-0.8% -$1.67M
TSLA icon
4
Tesla
TSLA
$1.24T
$117M 2.15%
332,355
+5,304
+2% +$1.78M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.91T
$114M 2.09%
787,760
-8,840
-1% -$1.27M
GOOG icon
6
Alphabet (Google) Class C
GOOG
$3.9T
$111M 2.03%
765,840
-14,700
-2% -$2.12M
META icon
7
Meta Platforms (Facebook)
META
$1.51T
$104M 1.91%
310,387
-4,812
-2% -$1.6M
NVDA icon
8
NVIDIA
NVDA
$5.01T
$96.9M 1.78%
3,295,790
-25,570
-0.8% -$704K
JPM icon
9
JPMorgan Chase
JPM
$939B
$62.9M 1.15%
397,050
-7,046
-2% -$1.16M
UNH icon
10
UnitedHealth
UNH
$382B
$62.5M 1.15%
124,421
-984
-0.8% -$445K
JNJ icon
11
Johnson & Johnson
JNJ
$635B
$59.7M 1.09%
348,778
-4,001
-1% -$655K
HD icon
12
Home Depot
HD
$332B
$57.3M 1.05%
138,181
-2,235
-2% -$851K
PG icon
13
Procter & Gamble
PG
$343B
$52.9M 0.97%
323,152
-4,391
-1% -$652K
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.07T
$52.2M 0.96%
174,690
-2,419
-1% -$693K
V icon
15
Visa
V
$677B
$48.4M 0.89%
223,188
-3,569
-2% -$766K
BAC icon
16
Bank of America
BAC
$435B
$45.1M 0.83%
1,014,310
-22,478
-2% -$1.02M
PFE icon
17
Pfizer
PFE
$140B
$42.8M 0.78%
+724,391
New +$35.9M
MA icon
18
Mastercard
MA
$477B
$41.6M 0.76%
115,830
-1,737
-1% -$601K
DIS icon
19
Walt Disney
DIS
$165B
$37.1M 0.68%
239,578
-3,028
-1% -$489K
ADBE icon
20
Adobe
ADBE
$89.5B
$36.5M 0.67%
64,359
-709
-1% -$443K
AVGO icon
21
Broadcom
AVGO
$1.82T
$35.3M 0.65%
530,970
-5,410
-1% -$304K
CSCO icon
22
Cisco
CSCO
$450B
$35M 0.64%
552,580
-7,620
-1% -$435K
NFLX icon
23
Netflix
NFLX
$292B
$35M 0.64%
580,940
-7,390
-1% -$472K
TMO icon
24
Thermo Fisher Scientific
TMO
$211B
$34.3M 0.63%
51,352
-714
-1% -$446K
XOM icon
25
ExxonMobil
XOM
$651B
$33.7M 0.62%
550,070
-6,759
-1% -$422K
1
2 3 4 5

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $15.1B AUM 26.53% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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.