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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 | |
|---|---|---|---|---|---|---|
|
ZEN
426
DELISTED
ZENDESK INC
ZEN
| $1.63M | 0.04% |
12,254
+1,346
| +12% | +$193K |
|
427
SolarEdge
SEDG
$1.95B
| $1.62M | 0.04% |
5,651
+818
| +17% | +$247K |
|
428
Omnicom Group
OMC
$23.4B
| $1.62M | 0.04% |
21,875
+1,034
| +5% | +$71.4K |
|
429
Datadog
DDOG
$84B
| $1.62M | 0.04% |
19,431
+4,707
| +32% | +$454K |
|
430
Cloudflare
NET
$107B
| $1.6M | 0.04% |
22,726
+7,761
| +52% | +$598K |
|
431
F5
FFIV
$22.7B
| $1.57M | 0.04% |
7,536
+1,376
| +22% | +$271K |
|
432
Raymond James Financial
RJF
$34B
| $1.57M | 0.04% |
19,244
+891
| +5% | +$66.4K |
|
433
Live Nation Entertainment
LYV
$42.1B
| $1.57M | 0.04% |
18,531
+3,164
| +21% | +$255K |
|
434
Dentsply Sirona
XRAY
$2.43B
| $1.57M | 0.04% |
24,590
+2,891
| +13% | +$168K |
|
435
Monolithic Power Systems
MPWR
$68.9B
| $1.57M | 0.04% |
4,438
+215
| +5% | +$78.3K |
|
436
MongoDB
MDB
$32.1B
| $1.56M | 0.04% |
5,831
+1,183
| +25% | +$419K |
|
|
ABMD
437
DELISTED
Abiomed Inc
ABMD
| $1.55M | 0.04% |
4,864
+650
| +15% | +$208K |
|
438
Teva Pharmaceuticals
TEVA
$41.2B
| $1.55M | 0.04% |
134,237
+36,934
| +38% | +$424K |
|
439
VICI Properties
VICI
$29.4B
| $1.55M | 0.04% |
54,803
+2,893
| +6% | +$78.5K |
|
440
BioMarin Pharmaceuticals
BMRN
$12.4B
| $1.54M | 0.04% |
20,418
+3,018
| +17% | +$247K |
|
441
Molina Healthcare
MOH
$10.3B
| $1.54M | 0.04% |
6,598
+999
| +18% | +$223K |
|
442
FMC
FMC
$1.33B
| $1.53M | 0.04% |
13,856
+899
| +7% | +$99.6K |
|
443
Baker Hughes
BKR
$61.1B
| $1.53M | 0.04% |
70,887
+5,106
| +8% | +$116K |
|
444
Steel Dynamics
STLD
$37.6B
| $1.53M | 0.04% |
30,116
+9,885
| +49% | +$417K |
|
445
Avantor
AVTR
$9.19B
| $1.51M | 0.04% |
52,355
+3,002
| +6% | +$86.7K |
|
|
WRK
446
DELISTED
WestRock Company
WRK
| $1.51M | 0.04% |
29,065
+4,599
| +19% | +$215K |
|
447
Whirlpool
WHR
$2.82B
| $1.51M | 0.04% |
6,843
+969
| +16% | +$192K |
|
448
J.M. Smucker
SJM
$12.8B
| $1.49M | 0.04% |
11,776
+955
| +9% | +$113K |
|
449
Cognex
CGNX
$11.3B
| $1.49M | 0.04% |
17,925
+893
| +5% | +$74.4K |
|
450
Revvity
RVTY
$12.8B
| $1.48M | 0.04% |
11,543
+669
| +6% | +$92.7K |
|
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UM
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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.