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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
CMS icon
426
CMS Energy
CMS
$22.3B
$2.21M 0.05%
37,356
+9,425
+34% +$586K
GEN icon
427
Gen Digital
GEN
$17.5B
$2.21M 0.05%
81,096
+14,652
+22% +$365K
PTC icon
428
PTC
PTC
$16B
$2.19M 0.04%
15,508
+3,700
+31% +$506K
PLUG icon
429
Plug Power
PLUG
$3.04B
$2.19M 0.04%
64,043
+12,731
+25% +$369K
ACGL icon
430
Arch Capital
ACGL
$33.6B
$2.18M 0.04%
55,893
+12,651
+29% +$501K
BBWI icon
431
Bath & Body Works
BBWI
$4.1B
$2.16M 0.04%
+37,129
New +$2.01M
PCG icon
432
PG&E
PCG
$38.5B
$2.15M 0.04%
211,271
+58,752
+39% +$630K
INCY icon
433
Incyte
INCY
$24.4B
$2.15M 0.04%
25,496
+4,698
+23% +$392K
BKR icon
434
Baker Hughes
BKR
$61.1B
$2.14M 0.04%
93,637
+22,750
+32% +$525K
SSNC icon
435
SS&C Technologies
SSNC
$18.6B
$2.12M 0.04%
29,430
+4,392
+18% +$321K
FICO icon
436
Fair Isaac
FICO
$22.5B
$2.11M 0.04%
4,197
+678
+19% +$343K
BMRN icon
437
BioMarin Pharmaceuticals
BMRN
$12.4B
$2.1M 0.04%
25,139
+4,721
+23% +$374K
VICI icon
438
VICI Properties
VICI
$29.4B
$2.09M 0.04%
67,400
+12,597
+23% +$391K
EMN icon
439
Eastman Chemical
EMN
$8.42B
$2.09M 0.04%
17,901
+5,078
+40% +$610K
LYFT icon
440
Lyft
LYFT
$6.63B
$2.09M 0.04%
+34,540
New +$1.99M
RJF icon
441
Raymond James Financial
RJF
$34B
$2.08M 0.04%
24,054
+4,810
+25% +$419K
FMC icon
442
FMC
FMC
$1.33B
$2.07M 0.04%
19,166
+5,310
+38% +$615K
ON icon
443
ON Semiconductor
ON
$31.6B
$2.06M 0.04%
53,939
+9,102
+20% +$357K
STLD icon
444
Steel Dynamics
STLD
$37.6B
$2.05M 0.04%
34,471
+4,355
+14% +$255K
ELAN icon
445
Elanco Animal Health
ELAN
$11.1B
$2.05M 0.04%
59,075
+9,972
+20% +$329K
MPWR icon
446
Monolithic Power Systems
MPWR
$68.9B
$2.04M 0.04%
5,458
+1,020
+23% +$359K
WRK
447
DELISTED
WestRock Company
WRK
$2.01M 0.04%
37,807
+8,742
+30% +$489K
NVAX icon
448
Novavax
NVAX
$1.31B
$2.01M 0.04%
+9,452
New +$1.73M
CTXS
449
DELISTED
Citrix Systems Inc
CTXS
$1.97M 0.04%
16,765
+3,059
+22% +$381K
TDG icon
450
TransDigm Group
TDG
$67.7B
$1.96M 0.04%
3,024
– –
16 17
18
19 20

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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.