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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
+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
CSCO icon
26
Cisco
CSCO
$479B
$23.8M 0.64%
459,849
+52,950
+13% +$2.49M
T icon
27
AT&T
T
$163B
$23.5M 0.63%
1,030,034
+117,066
+13% +$2.59M
KO icon
28
Coca-Cola
KO
$375B
$23.2M 0.62%
439,214
+44,547
+11% +$2.24M
ABT icon
29
Abbott
ABT
$187B
$23M 0.62%
192,234
+21,238
+12% +$2.52M
PFE icon
30
Pfizer
PFE
$153B
$21.7M 0.58%
597,938
+60,557
+11% +$2.15M
CVX icon
31
Chevron
CVX
$366B
$21.6M 0.58%
206,457
+20,823
+11% +$2.03M
MRK icon
32
Merck
MRK
$318B
$21.5M 0.57%
291,794
+35,975
+14% +$2.65M
PEP icon
33
PepsiCo
PEP
$190B
$21M 0.56%
148,800
+15,032
+11% +$2.06M
CRM icon
34
Salesforce
CRM
$158B
$21M 0.56%
99,136
+11,709
+13% +$2.61M
ABBV icon
35
AbbVie
ABBV
$435B
$20.9M 0.56%
193,317
+22,731
+13% +$2.43M
WMT icon
36
Walmart Inc
WMT
$890B
$20.6M 0.55%
455,919
+46,512
+11% +$2.15M
AVGO icon
37
Broadcom
AVGO
$2.04T
$20.1M 0.54%
433,750
+45,980
+12% +$2.13M
TMO icon
38
Thermo Fisher Scientific
TMO
$220B
$19.5M 0.52%
42,659
+4,440
+12% +$2.12M
TXN icon
39
Texas Instruments
TXN
$261B
$18.9M 0.51%
100,162
+11,591
+13% +$2.01M
MCD icon
40
McDonald's
MCD
$195B
$18M 0.48%
80,320
+8,315
+12% +$1.78M
NKE icon
41
Nike
NKE
$61.9B
$18M 0.48%
135,132
+15,285
+13% +$2.12M
LLY icon
42
Eli Lilly
LLY
$1.06T
$17.6M 0.47%
94,225
+11,125
+13% +$2.18M
COST icon
43
Costco
COST
$420B
$16.7M 0.45%
47,391
+4,827
+11% +$1.68M
UNP icon
44
Union Pacific
UNP
$174B
$16.7M 0.45%
75,621
+10,306
+16% +$2.16M
WFC icon
45
Wells Fargo
WFC
$264B
$16.4M 0.44%
420,561
+43,725
+12% +$1.55M
HON icon
46
Honeywell
HON
$78B
$16.4M 0.44%
80,222
+8,023
+11% +$1.57M
C icon
47
Citigroup
C
$226B
$16.3M 0.44%
223,763
+22,373
+11% +$1.49M
QCOM icon
48
Qualcomm
QCOM
$176B
$16.1M 0.43%
121,509
+12,697
+12% +$1.83M
AMGN icon
49
Amgen
AMGN
$222B
$16.1M 0.43%
64,557
+7,787
+14% +$1.86M
BMY icon
50
Bristol-Myers Squibb
BMY
$132B
$15.8M 0.42%
251,049
+32,032
+15% +$1.99M
1
2
3 4 5

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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.