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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
(+19%)
Cap. Flow
+$426M
Cap. Flow
% of AUM
11.4%
Top 10 Holdings %
Top 10 Hldgs %
25.59%
Holding
598
New
3
Increased
577
Reduced
5
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$25.8M |
| 2 |
Microsoft
MSFT
|
+$20.4M |
| 3 |
Amazon
AMZN
|
+$17M |
| 4 |
Tesla
TSLA
|
+$8.27M |
| 5 |
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 |
DuPont de Nemours
DD
|
+$686K |
| 4 |
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 | |
|---|---|---|---|---|---|---|
301
EPAM Systems
EPAM
$5.03B
| $2.46M | 0.07% |
6,190
+767
| +14% | +$281K |
|
302
Realty Income
O
$59.1B
| $2.45M | 0.07% |
39,790
+6,616
| +20% | +$392K |
|
303
Wayfair
W
$14.6B
| $2.44M | 0.07% |
7,744
+1,577
| +26% | +$465K |
|
304
Tyson Foods
TSN
$20.4B
| $2.44M | 0.07% |
32,792
+4,418
| +16% | +$305K |
|
305
Expedia Group
EXPE
$37.3B
| $2.41M | 0.06% |
14,021
+1,119
| +9% | +$172K |
|
306
Nucor
NUE
$62.1B
| $2.4M | 0.06% |
29,936
+2,448
| +9% | +$148K |
|
307
Martin Marietta Materials
MLM
$33B
| $2.39M | 0.06% |
7,107
+1,100
| +18% | +$351K |
|
308
Brown-Forman Class B
BF.B
$13.1B
| $2.37M | 0.06% |
34,402
+4,352
| +14% | +$319K |
|
|
EXAS
309
DELISTED
Exact Sciences
EXAS
| $2.37M | 0.06% |
17,952
+2,929
| +19% | +$401K |
|
310
Las Vegas Sands
LVS
$29.6B
| $2.36M | 0.06% |
38,899
+5,358
| +16% | +$314K |
|
|
SPLK
311
DELISTED
Splunk Inc
SPLK
| $2.35M | 0.06% |
17,378
+2,112
| +14% | +$329K |
|
312
Edison International
EIX
$26.4B
| $2.35M | 0.06% |
40,094
+2,838
| +8% | +$167K |
|
313
Liberty Broadband Class C
LBRDK
$5.15B
| $2.35M | 0.06% |
15,621
+2,378
| +18% | +$360K |
|
314
West Pharmaceutical
WST
$24.9B
| $2.34M | 0.06% |
8,295
+1,120
| +16% | +$321K |
|
315
Tractor Supply
TSCO
$18B
| $2.33M | 0.06% |
65,905
+9,410
| +17% | +$300K |
|
316
Regions Financial
RF
$26.8B
| $2.32M | 0.06% |
112,374
+18,090
| +19% | +$354K |
|
317
Teradyne
TER
$59.3B
| $2.32M | 0.06% |
19,080
+2,870
| +18% | +$361K |
|
318
VeriSign
VRSN
$26.6B
| $2.31M | 0.06% |
11,637
+1,543
| +15% | +$303K |
|
319
Teladoc Health
TDOC
$1.3B
| $2.31M | 0.06% |
12,703
+1,795
| +16% | +$416K |
|
320
Western Digital
WDC
$150B
| $2.31M | 0.06% |
45,683
+6,711
| +17% | +$314K |
|
321
Fortive
FTV
$18.6B
| $2.29M | 0.06% |
42,930
+4,139
| +11% | +$214K |
|
322
McCormick & Company Non-Voting
MKC
$14.2B
| $2.28M | 0.06% |
25,612
+1,345
| +6% | +$120K |
|
323
Oneok
OKE
$54.5B
| $2.27M | 0.06% |
44,898
+2,287
| +5% | +$104K |
|
324
KeyCorp
KEY
$24.4B
| $2.27M | 0.06% |
113,831
+19,463
| +21% | +$376K |
|
325
Enphase Energy
ENPH
$5.53B
| $2.27M | 0.06% |
14,018
+2,492
| +22% | +$447K |
|
Similar funds
IA
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UM
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RFC
GF
NMO
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.