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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
+6.36%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$3.74B
AUM Growth
+$591M
Cap. Flow
+$426M
Cap. Flow %
11.4%
Top 10 Hldgs %
25.59%
Holding
598
New
3
Increased
577
Reduced
5
Closed
2

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$25.8M
2
MSFT icon
Microsoft
MSFT
+$20.4M
3
AMZN icon
Amazon
AMZN
+$17M
4
TSLA icon
Tesla
TSLA
+$8.27M
5
META icon
Meta Platforms (Facebook)
META
+$7.02M

Top Sells

Rank Stock Value
1
TIF
Tiffany & Co.
TIF
+$1.38M
2
CXO
CONCHO RESOURCES INC.
CXO
+$1.1M
3
DD icon
DuPont de Nemours
DD
+$686K
4
SNOW icon
Snowflake
SNOW
+$41.4K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$28.6K

Sector Composition

Rank Sector Weight
1 Technology 25.32%
2 Financials 13.68%
3 Healthcare 13.19%
4 Consumer Discretionary 12.1%
5 Communication Services 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRC
251
DELISTED
First Republic Bank
FRC
$3.1M 0.08%
18,610
+2,322
+14% +$376K
OTIS icon
252
Otis Worldwide
OTIS
$28.2B
$3.1M 0.08%
45,223
+5,565
+14% +$364K
AVB icon
253
AvalonBay Communities
AVB
$26.8B
$3.09M 0.08%
16,769
+3,339
+25% +$584K
KR icon
254
Kroger
KR
$34.8B
$3.09M 0.08%
85,897
+10,096
+13% +$345K
LEN icon
255
Lennar Class A
LEN
$21.2B
$3.08M 0.08%
31,449
+4,099
+15% +$345K
WMB icon
256
Williams Companies
WMB
$86.1B
$3.06M 0.08%
129,186
+15,606
+14% +$355K
EQR icon
257
Equity Residential
EQR
$25.1B
$3.03M 0.08%
42,316
+6,742
+19% +$446K
MTD icon
258
Mettler-Toledo International
MTD
$28.6B
$3.03M 0.08%
2,623
+298
+13% +$345K
WCN
259
Waste Connections
WCN
$42B
$3.02M 0.08%
27,935
+3,557
+15% +$361K
BBY icon
260
Best Buy
BBY
$17.3B
$3.01M 0.08%
26,187
+3,557
+16% +$398K
BALL icon
261
Ball Corp
BALL
$16.8B
$3M 0.08%
35,420
+4,118
+13% +$360K
OKTA icon
262
Okta
OKTA
$25.8B
$3M 0.08%
13,608
+2,132
+19% +$536K
VRSK icon
263
Verisk Analytics
VRSK
$25B
$2.99M 0.08%
16,947
+1,979
+13% +$362K
KHC icon
264
Kraft Heinz
KHC
$30B
$2.98M 0.08%
74,564
+9,869
+15% +$355K
DLTR icon
265
Dollar Tree
DLTR
$25.2B
$2.96M 0.08%
25,885
+3,061
+13% +$329K
FITB
266
Fifth Third Bancorp
FITB
$51.8B
$2.96M 0.08%
79,088
+10,414
+15% +$353K
KSU
267
DELISTED
Kansas City Southern
KSU
$2.96M 0.08%
11,204
+2,214
+25% +$482K
ZBRA icon
268
Zebra Technologies
ZBRA
$17.8B
$2.93M 0.08%
6,043
+907
+18% +$405K
PTON icon
269
Peloton Interactive
PTON
$2.49B
$2.93M 0.08%
26,040
+7,421
+40% +$985K
VFC icon
270
VF Corp
VFC
$5.89B
$2.93M 0.08%
36,634
+4,318
+13% +$350K
WY icon
271
Weyerhaeuser
WY
$18.4B
$2.93M 0.08%
82,187
+10,184
+14% +$347K
KEYS icon
272
Keysight
KEYS
$58.3B
$2.92M 0.08%
20,400
+2,358
+13% +$334K
CBRE icon
273
CBRE Group
CBRE
$42.9B
$2.92M 0.08%
36,929
+4,760
+15% +$337K
ED icon
274
Consolidated Edison
ED
$39.9B
$2.92M 0.08%
39,004
+5,052
+15% +$355K
TTD icon
275
Trade Desk
TTD
$6.49B
$2.91M 0.08%
44,680
+4,760
+12% +$368K
9 10
11
12 13

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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 2021 Portfolio in Review

As of Q1 2021, IFM Investors held 598 positions worth $3.74B, up 19% from $3.15B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

IFM Investors deployed $426M of net new capital in Q1 2021, opening 3 new positions and adding to 577 existing holdings. Its largest new stake was Plug Power: 51,312 shares worth $1.84M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was DuPont de Nemours, an estimated $686K trimmed.

  • IFM Investors's largest Q1 2021 buy was Plug Power: 51,312 shares worth $1.84M.
  • IFM Investors added most to Apple in Q1 2021, an estimated $25.8M increase.
  • IFM Investors's biggest Q1 2021 reduction was DuPont de Nemours, cutting an estimated $686K.
  • IFM Investors fully exited Tiffany & Co. in Q1 2021, selling an estimated $1.38M.
  • IFM Investors's ten largest holdings make up 26% of its $3.74B portfolio in Q1 2021.
  • IFM Investors opened 3 new positions and closed 2 in Q1 2021.
  • IFM Investors's portfolio value rose 19% quarter-over-quarter to $3.74B.

Based on IFM Investors's 13F filing for Q1 2021, filed 5 May 2021.