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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
HES
301
DELISTED
Hess
HES
$3.1M 0.06%
35,517
+7,253
+26% +$585K
NTRS icon
302
Northern Trust
NTRS
$33.9B
$3.08M 0.06%
26,680
+5,317
+25% +$610K
CERN
303
DELISTED
Cerner Corp
CERN
$3.08M 0.06%
39,371
+5,026
+15% +$387K
VMC icon
304
Vulcan Materials
VMC
$36.9B
$3.07M 0.06%
17,658
+2,624
+17% +$469K
W icon
305
Wayfair
W
$14.6B
$3.05M 0.06%
9,671
+1,927
+25% +$604K
DTE icon
306
DTE Energy
DTE
$29.1B
$3.05M 0.06%
27,636
+4,033
+17% +$472K
URI icon
307
United Rentals
URI
$72.4B
$3.03M 0.06%
9,510
+1,928
+25% +$623K
KDP icon
308
Keurig Dr Pepper
KDP
$40.8B
$3.03M 0.06%
86,061
+30,857
+56% +$1.1M
VRSN icon
309
VeriSign
VRSN
$26.6B
$3.03M 0.06%
13,304
+1,667
+14% +$363K
BF.B icon
310
Brown-Forman Class B
BF.B
$13.1B
$3.01M 0.06%
40,219
+5,817
+17% +$443K
RSG icon
311
Republic Services
RSG
$65.7B
$3.01M 0.06%
27,355
+6,447
+31% +$693K
DLTR icon
312
Dollar Tree
DLTR
$25.2B
$3.01M 0.06%
30,236
+4,351
+17% +$473K
HIG icon
313
Hartford Financial Services
HIG
$39.3B
$2.98M 0.06%
48,157
+9,323
+24% +$611K
TDOC icon
314
Teladoc Health
TDOC
$1.3B
$2.97M 0.06%
17,879
+5,176
+41% +$839K
ENPH icon
315
Enphase Energy
ENPH
$5.53B
$2.97M 0.06%
16,161
+2,143
+15% +$314K
SPLK
316
DELISTED
Splunk Inc
SPLK
$2.96M 0.06%
20,492
+3,114
+18% +$396K
COO icon
317
Cooper Companies
COO
$14.5B
$2.95M 0.06%
29,780
+2,420
+9% +$237K
CLX icon
318
Clorox
CLX
$12.7B
$2.93M 0.06%
16,268
+2,188
+16% +$399K
TER icon
319
Teradyne
TER
$59.3B
$2.92M 0.06%
21,824
+2,744
+14% +$351K
MLM icon
320
Martin Marietta Materials
MLM
$33B
$2.92M 0.06%
8,298
+1,191
+17% +$424K
VTR icon
321
Ventas
VTR
$47.9B
$2.92M 0.06%
51,074
+9,944
+24% +$555K
XYL icon
322
Xylem
XYL
$28.1B
$2.92M 0.06%
24,310
+4,836
+25% +$552K
QRVO icon
323
Qorvo
QRVO
$8.74B
$2.91M 0.06%
14,896
+3,183
+27% +$587K
ANET icon
324
Arista Networks
ANET
$238B
$2.91M 0.06%
128,528
+25,488
+25% +$532K
EIX icon
325
Edison International
EIX
$26.4B
$2.9M 0.06%
50,239
+10,145
+25% +$590K
11 12
13
14 15

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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 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.