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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
CSCO icon
26
Cisco
CSCO
$479B
$29.7M 0.61%
560,047
+100,198
+22% +$5.27M
KO icon
27
Coca-Cola
KO
$374B
$29M 0.59%
536,822
+97,608
+22% +$5.31M
PFE icon
28
Pfizer
PFE
$147B
$28.7M 0.59%
732,247
+134,309
+22% +$5.22M
WMT icon
29
Walmart Inc
WMT
$894B
$28.6M 0.59%
609,108
+153,189
+34% +$7.14M
T icon
30
AT&T
T
$158B
$27.3M 0.56%
1,255,736
+225,702
+22% +$5.13M
ABT icon
31
Abbott
ABT
$183B
$27.2M 0.56%
234,322
+42,088
+22% +$4.91M
PEP icon
32
PepsiCo
PEP
$189B
$26.8M 0.55%
181,060
+32,260
+22% +$4.7M
CVX icon
33
Chevron
CVX
$366B
$26.6M 0.54%
253,522
+47,065
+23% +$4.97M
ABBV icon
34
AbbVie
ABBV
$435B
$26.5M 0.54%
235,696
+42,379
+22% +$4.77M
MRK icon
35
Merck
MRK
$317B
$26.3M 0.54%
338,352
+46,558
+16% +$3.46M
TMO icon
36
Thermo Fisher Scientific
TMO
$214B
$26.3M 0.54%
52,054
+9,395
+22% +$4.43M
NKE icon
37
Nike
NKE
$63B
$25.9M 0.53%
167,617
+32,485
+24% +$4.37M
AVGO icon
38
Broadcom
AVGO
$1.99T
$25.6M 0.52%
536,540
+102,790
+24% +$4.76M
LLY icon
39
Eli Lilly
LLY
$1.04T
$25.2M 0.51%
109,735
+15,510
+16% +$3.12M
ACN icon
40
Accenture
ACN
$104B
$24.8M 0.51%
+84,025
New +$24.1M
WFC icon
41
Wells Fargo
WFC
$270B
$24.6M 0.5%
543,422
+122,861
+29% +$5.49M
TXN icon
42
Texas Instruments
TXN
$254B
$23.6M 0.48%
122,817
+22,655
+23% +$4.25M
COST icon
43
Costco
COST
$418B
$23M 0.47%
58,098
+10,707
+23% +$4.05M
MCD icon
44
McDonald's
MCD
$195B
$22.6M 0.46%
97,988
+17,668
+22% +$4.11M
DHR icon
45
Danaher
DHR
$140B
$22.6M 0.46%
94,879
+17,388
+22% +$3.86M
QCOM icon
46
Qualcomm
QCOM
$165B
$21.5M 0.44%
150,515
+29,006
+24% +$3.92M
BMY icon
47
Bristol-Myers Squibb
BMY
$130B
$20.3M 0.42%
303,858
+52,809
+21% +$3.44M
HON icon
48
Honeywell
HON
$78.6B
$20.2M 0.41%
97,834
+17,612
+22% +$3.72M
ORCL icon
49
Oracle
ORCL
$416B
$20.2M 0.41%
259,764
+42,011
+19% +$3.29M
UNP icon
50
Union Pacific
UNP
$176B
$20.2M 0.41%
91,737
+16,116
+21% +$3.59M
1
2
3 4 5

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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.