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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
+9.27%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$4.89B
AUM Growth
+$1.15B
Cap. Flow
+$819M
Cap. Flow %
16.75%
Top 10 Hldgs %
25.99%
Holding
613
New
17
Increased
558
Reduced
7
Closed
10

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$48.4M
2
MSFT icon
Microsoft
MSFT
+$42.8M
3
AMZN icon
Amazon
AMZN
+$34.2M
4
ACN icon
Accenture
ACN
+$24.1M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$67.7M
2
INFO
IHS Markit Ltd. Common Shares
INFO
+$4.02M
3
VAR
Varian Medical Systems, Inc.
VAR
+$1.84M
4
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$1.07M
5
IVZ icon
Invesco
IVZ
+$1.05M

Sector Composition

Rank Sector Weight
1 Technology 27.03%
2 Financials 13.89%
3 Healthcare 13.38%
4 Consumer Discretionary 12.18%
5 Communication Services 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KKR icon
251
KKR & Co
KKR
$92.3B
$3.93M 0.08%
66,361
+10,285
+18% +$571K
MCK icon
252
McKesson
MCK
$101B
$3.93M 0.08%
20,552
+2,999
+17% +$579K
STT icon
253
State Street
STT
$50.7B
$3.93M 0.08%
47,760
+6,876
+17% +$580K
PEG icon
254
Public Service Enterprise Group
PEG
$37.7B
$3.88M 0.08%
64,939
+10,307
+19% +$637K
AMP icon
255
Ameriprise Financial
AMP
$48.8B
$3.84M 0.08%
15,419
+3,032
+24% +$764K
FAST icon
256
Fastenal
FAST
$59.5B
$3.83M 0.08%
147,152
+22,302
+18% +$580K
MXIM
257
DELISTED
Maxim Integrated Products
MXIM
$3.82M 0.08%
36,298
+5,255
+17% +$514K
ANSS
258
DELISTED
Ansys
ANSS
$3.82M 0.08%
11,009
+1,817
+20% +$629K
EFX icon
259
Equifax
EFX
$21.4B
$3.81M 0.08%
15,918
+2,168
+16% +$485K
SIVB
260
DELISTED
SVB Financial Group
SIVB
$3.76M 0.08%
6,763
+956
+16% +$530K
ZBRA icon
261
Zebra Technologies
ZBRA
$17.8B
$3.75M 0.08%
7,088
+1,045
+17% +$521K
OXY icon
262
Occidental Petroleum
OXY
$55.9B
$3.74M 0.08%
119,546
+18,422
+18% +$494K
NUE icon
263
Nucor
NUE
$62.1B
$3.71M 0.08%
38,665
+8,729
+29% +$817K
KEYS icon
264
Keysight
KEYS
$58.3B
$3.71M 0.08%
24,014
+3,614
+18% +$524K
CBRE icon
265
CBRE Group
CBRE
$42.9B
$3.7M 0.08%
43,159
+6,230
+17% +$532K
EPAM icon
266
EPAM Systems
EPAM
$5.03B
$3.67M 0.08%
7,188
+998
+16% +$468K
LMT icon
267
Lockheed Martin
LMT
$136B
$3.67M 0.08%
9,698
-208
-2% -$80K
CPRT icon
268
Copart
CPRT
$27.5B
$3.67M 0.07%
111,192
+16,680
+18% +$517K
KR icon
269
Kroger
KR
$34.8B
$3.65M 0.07%
95,367
+9,470
+11% +$356K
ES icon
270
Eversource Energy
ES
$27.2B
$3.62M 0.07%
45,131
+6,694
+17% +$564K
EQR icon
271
Equity Residential
EQR
$25.1B
$3.61M 0.07%
46,920
+4,604
+11% +$348K
KSU
272
DELISTED
Kansas City Southern
KSU
$3.61M 0.07%
12,730
+1,526
+14% +$440K
SYF icon
273
Synchrony
SYF
$25.6B
$3.57M 0.07%
73,596
+19,741
+37% +$900K
KHC icon
274
Kraft Heinz
KHC
$30B
$3.55M 0.07%
87,045
+12,481
+17% +$525K
DELL icon
275
Dell
DELL
$293B
$3.55M 0.07%
70,231
+10,268
+17% +$515K
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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NMO
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IFM Investors's Q2 2021 Portfolio in Review

As of Q2 2021, IFM Investors held 613 positions worth $4.89B, up 31% from $3.74B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

IFM Investors deployed $819M of net new capital in Q2 2021, opening 17 new positions and adding to 558 existing holdings. Its largest new stake was Accenture: 84,025 shares worth $24.8M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 25% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was People Inc, an estimated $306K trimmed.

  • IFM Investors's largest Q2 2021 buy was Accenture: 84,025 shares worth $24.8M.
  • IFM Investors added most to Apple in Q2 2021, an estimated $48.4M increase.
  • IFM Investors's biggest Q2 2021 reduction was People Inc, cutting an estimated $306K.
  • IFM Investors fully exited Alphabet (Google) Class C in Q2 2021, selling an estimated $67.7M.
  • IFM Investors's ten largest holdings make up 26% of its $4.89B portfolio in Q2 2021.
  • IFM Investors opened 17 new positions and closed 10 in Q2 2021.
  • IFM Investors's portfolio value rose 31% quarter-over-quarter to $4.89B.

Based on IFM Investors's 13F filing for Q2 2021, filed 16 Jul 2021.