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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
AMP icon
276
Ameriprise Financial
AMP
$48.8B
$2.88M 0.08%
12,387
+550
+5% +$119K
SIVB
277
DELISTED
SVB Financial Group
SIVB
$2.87M 0.08%
5,807
+739
+15% +$363K
MXIM
278
DELISTED
Maxim Integrated Products
MXIM
$2.84M 0.08%
31,043
+4,829
+18% +$443K
PARA
279
DELISTED
Paramount Global Class B
PARA
$2.8M 0.08%
62,144
+7,911
+15% +$483K
LH icon
280
Labcorp
LH
$25.9B
$2.77M 0.07%
12,621
+1,560
+14% +$313K
KKR icon
281
KKR & Co
KKR
$92.3B
$2.74M 0.07%
56,076
+7,542
+16% +$337K
CLX icon
282
Clorox
CLX
$12.7B
$2.72M 0.07%
14,080
+2,114
+18% +$407K
OXY icon
283
Occidental Petroleum
OXY
$55.9B
$2.69M 0.07%
101,124
+12,709
+14% +$318K
ETSY icon
284
Etsy
ETSY
$7.85B
$2.69M 0.07%
13,345
+1,853
+16% +$388K
DELL icon
285
Dell
DELL
$293B
$2.68M 0.07%
59,963
+13,785
+30% +$565K
DTE icon
286
DTE Energy
DTE
$29.1B
$2.67M 0.07%
23,603
+3,473
+17% +$365K
AJG icon
287
Arthur J. Gallagher & Co
AJG
$63.6B
$2.63M 0.07%
21,096
+3,085
+17% +$372K
COO icon
288
Cooper Companies
COO
$14.5B
$2.63M 0.07%
27,360
+7,364
+37% +$699K
HSY icon
289
Hershey
HSY
$36.6B
$2.62M 0.07%
16,543
+1,977
+14% +$298K
HIG icon
290
Hartford Financial Services
HIG
$39.3B
$2.59M 0.07%
38,834
+4,181
+12% +$226K
CPRT icon
291
Copart
CPRT
$27.5B
$2.57M 0.07%
94,512
+12,912
+16% +$364K
ODFL icon
292
Old Dominion Freight Line
ODFL
$44.9B
$2.56M 0.07%
21,332
+3,022
+17% +$324K
ARE icon
293
Alexandria Real Estate Equities
ARE
$8.56B
$2.56M 0.07%
15,579
+3,262
+26% +$544K
VMC icon
294
Vulcan Materials
VMC
$36.9B
$2.54M 0.07%
15,034
+1,990
+15% +$323K
CPAY icon
295
Corpay
CPAY
$25.7B
$2.53M 0.07%
9,412
+1,235
+15% +$336K
URI icon
296
United Rentals
URI
$72.4B
$2.5M 0.07%
7,582
+557
+8% +$158K
CDW icon
297
CDW
CDW
$17B
$2.5M 0.07%
15,058
+1,335
+10% +$199K
RNG icon
298
RingCentral
RNG
$5.28B
$2.5M 0.07%
8,379
+1,338
+19% +$492K
EFX icon
299
Equifax
EFX
$21.4B
$2.49M 0.07%
13,750
+2,071
+18% +$366K
CERN
300
DELISTED
Cerner Corp
CERN
$2.47M 0.07%
34,345
+4,510
+15% +$339K
10 11
12
13 14

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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.