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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
IR icon
376
Ingersoll Rand
IR
$33.7B
$1.85M 0.05%
37,675
+3,552
+10% +$164K
FE icon
377
FirstEnergy
FE
$27.5B
$1.85M 0.05%
53,345
+4,295
+9% +$140K
WAB icon
378
Wabtec
WAB
$49.3B
$1.85M 0.05%
23,317
+6,246
+37% +$485K
BR icon
379
Broadridge
BR
$19B
$1.84M 0.05%
12,039
+1,142
+10% +$169K
MGM icon
380
MGM Resorts International
MGM
$11.2B
$1.84M 0.05%
48,501
+2,299
+5% +$80.2K
VAR
381
DELISTED
Varian Medical Systems, Inc.
VAR
$1.84M 0.05%
10,421
+1,752
+20% +$308K
PLUG icon
382
Plug Power
PLUG
$3.04B
$1.84M 0.05%
+51,312
New +$2.65M
ALB icon
383
Albemarle
ALB
$15.5B
$1.83M 0.05%
12,524
+2,019
+19% +$324K
CAH icon
384
Cardinal Health
CAH
$55.4B
$1.83M 0.05%
30,102
+2,360
+9% +$130K
DGX icon
385
Quest Diagnostics
DGX
$26.3B
$1.83M 0.05%
14,233
+1,340
+10% +$165K
EXR icon
386
Extra Space Storage
EXR
$31.6B
$1.82M 0.05%
13,719
+1,536
+13% +$186K
CE icon
387
Celanese
CE
$4.82B
$1.82M 0.05%
12,132
+482
+4% +$66.2K
BXP icon
388
Boston Properties
BXP
$11.1B
$1.81M 0.05%
17,841
+3,301
+23% +$322K
PPLI
389
People Inc
PPLI
$3.1B
$1.81M 0.05%
15,308
+887
+6% +$110K
J icon
390
Jacobs Solutions
J
$17B
$1.8M 0.05%
16,878
+1,667
+11% +$159K
ALLY icon
391
Ally Financial
ALLY
$13.3B
$1.8M 0.05%
39,893
+3,912
+11% +$164K
INVH icon
392
Invitation Homes
INVH
$18B
$1.8M 0.05%
56,309
+3,206
+6% +$96.1K
ULTA icon
393
Ulta Beauty
ULTA
$24.3B
$1.79M 0.05%
5,782
+564
+11% +$175K
PCG icon
394
PG&E
PCG
$38.5B
$1.79M 0.05%
152,519
+10,347
+7% +$120K
CTLT
395
DELISTED
CATALENT, INC.
CTLT
$1.78M 0.05%
16,908
+1,634
+11% +$182K
GPC icon
396
Genuine Parts
GPC
$18.7B
$1.78M 0.05%
15,403
+1,773
+13% +$189K
TDG icon
397
TransDigm Group
TDG
$67.7B
$1.78M 0.05%
3,024
+309
+11% +$182K
NVR icon
398
NVR
NVR
$17B
$1.77M 0.05%
376
+45
+14% +$202K
TRU icon
399
TransUnion
TRU
$15.3B
$1.77M 0.05%
19,617
+1,147
+6% +$103K
AKAM icon
400
Akamai
AKAM
$15.9B
$1.76M 0.05%
17,276
+1,697
+11% +$175K
14 15
16
17 18

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IA
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AT
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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
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GF
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Verition Fund Management
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NMO
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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.