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II

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
COR icon
401
Cencora
COR
$61.2B
$2.38M 0.05%
20,806
+4,857
+30% +$574K
DGX icon
402
Quest Diagnostics
DGX
$26.3B
$2.38M 0.05%
18,013
+3,780
+27% +$495K
NVR icon
403
NVR
NVR
$17B
$2.38M 0.05%
478
+102
+27% +$496K
RVTY icon
404
Revvity
RVTY
$12.8B
$2.38M 0.05%
15,397
+3,854
+33% +$542K
DOC icon
405
Healthpeak Properties
DOC
$14.8B
$2.37M 0.05%
71,293
+16,796
+31% +$564K
TYL icon
406
Tyler Technologies
TYL
$12.8B
$2.37M 0.05%
5,244
+770
+17% +$327K
DVN icon
407
Devon Energy
DVN
$47.3B
$2.37M 0.05%
81,115
+19,371
+31% +$501K
AVY icon
408
Avery Dennison
AVY
$13.4B
$2.36M 0.05%
11,213
+2,291
+26% +$481K
ZEN
409
DELISTED
ZENDESK INC
ZEN
$2.36M 0.05%
16,329
+4,075
+33% +$575K
CAG icon
410
Conagra Brands
CAG
$7.23B
$2.35M 0.05%
64,737
+15,369
+31% +$575K
SUI icon
411
Sun Communities
SUI
$14.7B
$2.35M 0.05%
13,715
+2,253
+20% +$373K
J icon
412
Jacobs Solutions
J
$17B
$2.34M 0.05%
21,198
+4,320
+26% +$488K
CHKP icon
413
Check Point Software Technologies
CHKP
$13.1B
$2.33M 0.05%
+20,103
New +$2.37M
ZS icon
414
Zscaler
ZS
$27.3B
$2.32M 0.05%
10,735
+2,679
+33% +$509K
OMC icon
415
Omnicom Group
OMC
$23.4B
$2.31M 0.05%
28,936
+7,061
+32% +$574K
POOL icon
416
Pool Corp
POOL
$7.5B
$2.31M 0.05%
5,048
+996
+25% +$419K
CRL icon
417
Charles River Laboratories
CRL
$12.8B
$2.31M 0.05%
+6,233
New +$2.08M
CAH icon
418
Cardinal Health
CAH
$55.4B
$2.29M 0.05%
40,126
+10,024
+33% +$586K
IEX icon
419
IDEX
IEX
$17.3B
$2.28M 0.05%
10,376
+2,581
+33% +$570K
K
420
DELISTED
Kellanova
K
$2.28M 0.05%
37,703
+9,288
+33% +$564K
NOC icon
421
Northrop Grumman
NOC
$81.2B
$2.26M 0.05%
6,226
– –
TECH icon
422
Bio-Techne
TECH
$11.3B
$2.25M 0.05%
+20,020
New +$2.11M
MGM icon
423
MGM Resorts International
MGM
$11.2B
$2.25M 0.05%
52,701
+4,200
+9% +$174K
MKL icon
424
Markel Group
MKL
$23.2B
$2.23M 0.05%
1,875
+405
+28% +$485K
AES icon
425
AES
AES
$10.5B
$2.22M 0.05%
85,303
+22,256
+35% +$588K
15 16
17
18 19

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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
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
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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.