We are live on ! Find out more
II

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
CHD icon
326
Church & Dwight Co
CHD
$24.5B
$2.27M 0.06%
25,960
+2,163
+9% +$180K
KMX icon
327
CarMax
KMX
$8.26B
$2.27M 0.06%
17,100
+1,584
+10% +$193K
DOV icon
328
Dover
DOV
$28.4B
$2.26M 0.06%
16,474
+2,830
+21% +$360K
IP icon
329
International Paper
IP
$22B
$2.26M 0.06%
44,083
+7,901
+22% +$384K
HUBS icon
330
HubSpot
HUBS
$10.5B
$2.25M 0.06%
4,943
+847
+21% +$372K
NTRS icon
331
Northern Trust
NTRS
$33.9B
$2.25M 0.06%
21,363
+2,491
+13% +$244K
TTWO icon
332
Take-Two Interactive
TTWO
$46.1B
$2.23M 0.06%
12,638
+1,538
+14% +$291K
VTR icon
333
Ventas
VTR
$47.9B
$2.19M 0.06%
41,130
+4,454
+12% +$229K
SYF icon
334
Synchrony
SYF
$25.6B
$2.19M 0.06%
53,855
+2,000
+4% +$77.1K
HPE icon
335
Hewlett Packard
HPE
$70.5B
$2.16M 0.06%
137,459
+12,297
+10% +$170K
CCL icon
336
Carnival Corporation Ltd
CCL
$39.7B
$2.16M 0.06%
81,387
+33,047
+68% +$780K
QRVO icon
337
Qorvo
QRVO
$8.74B
$2.14M 0.06%
11,713
+523
+5% +$91.8K
DRI icon
338
Darden Restaurants
DRI
$24.4B
$2.14M 0.06%
15,039
+2,638
+21% +$347K
PPL
339
PPL Corp
PPL
$26.7B
$2.13M 0.06%
73,895
+5,053
+7% +$141K
GNRC icon
340
Generac Holdings
GNRC
$12.5B
$2.11M 0.06%
6,447
+318
+5% +$93.7K
HOLX
341
DELISTED
Hologic
HOLX
$2.09M 0.06%
28,091
+2,784
+11% +$211K
RSG icon
342
Republic Services
RSG
$65.7B
$2.08M 0.06%
20,908
+1,202
+6% +$113K
MAA icon
343
Mid-America Apartment Communities
MAA
$15.7B
$2.08M 0.06%
14,376
+3,819
+36% +$520K
PAYC icon
344
Paycom
PAYC
$9.69B
$2.05M 0.05%
5,536
+817
+17% +$322K
XYL icon
345
Xylem
XYL
$28.1B
$2.05M 0.05%
19,474
+2,148
+12% +$218K
WORK
346
DELISTED
Slack Technologies, Inc.
WORK
$2.05M 0.05%
50,376
+12,112
+32% +$507K
TRMB icon
347
Trimble
TRMB
$13.9B
$2.04M 0.05%
26,240
+1,489
+6% +$108K
CFG icon
348
Citizens Financial Group
CFG
$30.6B
$2.04M 0.05%
46,196
+4,549
+11% +$189K
BURL icon
349
Burlington
BURL
$23.2B
$2.04M 0.05%
6,813
+407
+6% +$111K
SGEN
350
DELISTED
Seagen Inc. Common Stock
SGEN
$2.03M 0.05%
14,624
+3,022
+26% +$487K
12 13
14
15 16

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.