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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 | |
|---|---|---|---|---|---|---|
476
Bio-Rad Laboratories Class A
BIO
$9.45B
| $1.31M | 0.04% |
2,300
+142
| +7% | +$84.1K |
|
|
IPG
477
DELISTED
Interpublic Group of Companies
IPG
| $1.31M | 0.04% |
44,874
+6,111
| +16% | +$161K |
|
478
Advance Auto Parts
AAP
$3.35B
| $1.31M | 0.04% |
7,133
+392
| +6% | +$65.7K |
|
479
Hasbro
HAS
$13.3B
| $1.31M | 0.04% |
13,620
+753
| +6% | +$71.5K |
|
480
Mohawk Industries
MHK
$9.18B
| $1.3M | 0.03% |
6,787
+1,601
| +31% | +$267K |
|
481
Leidos
LDOS
$17.4B
| $1.3M | 0.03% |
13,487
+755
| +6% | +$76.3K |
|
482
Newell Brands
NWL
$2.51B
| $1.3M | 0.03% |
48,511
+4,540
| +10% | +$113K |
|
483
Wynn Resorts
WYNN
$10.5B
| $1.3M | 0.03% |
10,350
+879
| +9% | +$106K |
|
484
Owens Corning
OC
$12.2B
| $1.3M | 0.03% |
14,088
+3,391
| +32% | +$284K |
|
485
The Mosaic Company
MOS
$7.44B
| $1.29M | 0.03% |
40,880
+9,580
| +31% | +$282K |
|
486
Annaly Capital Management
NLY
$17.3B
| $1.29M | 0.03% |
37,387
+2,093
| +6% | +$70.9K |
|
487
W.P. Carey
WPC
$16.1B
| $1.28M | 0.03% |
18,518
+1,224
| +7% | +$82.1K |
|
488
Lear
LEA
$8.04B
| $1.28M | 0.03% |
7,044
+896
| +15% | +$151K |
|
489
Atmos Energy
ATO
$28.3B
| $1.27M | 0.03% |
12,881
+1,099
| +9% | +$100K |
|
|
MPT
490
Medical Properties Trust
MPT
$2.47B
| $1.27M | 0.03% |
59,490
+8,869
| +18% | +$191K |
|
491
RPM International
RPM
$14.8B
| $1.26M | 0.03% |
13,768
+779
| +6% | +$67.3K |
|
492
Bunge Global
BG
$21.6B
| $1.26M | 0.03% |
15,941
+1,112
| +7% | +$82.6K |
|
493
Autoliv
ALV
$8.91B
| $1.25M | 0.03% |
13,472
+6,072
| +82% | +$561K |
|
494
Vail Resorts
MTN
$5.22B
| $1.24M | 0.03% |
4,254
+251
| +6% | +$73.1K |
|
495
Factset
FDS
$10.1B
| $1.24M | 0.03% |
4,007
+339
| +9% | +$107K |
|
496
Western Union
WU
$2.18B
| $1.23M | 0.03% |
50,042
+8,907
| +22% | +$210K |
|
497
Iron Mountain
IRM
$36.1B
| $1.23M | 0.03% |
33,255
+4,576
| +16% | +$153K |
|
498
10x Genomics
TXG
$7.37B
| $1.23M | 0.03% |
6,795
+434
| +7% | +$74.9K |
|
499
Globe Life
GL
$14.2B
| $1.23M | 0.03% |
12,677
+2,287
| +22% | +$219K |
|
|
MASI
500
DELISTED
Masimo
MASI
| $1.23M | 0.03% |
5,335
+323
| +6% | +$81.1K |
|
Similar funds
IA
AT
UM
GF
NMO
BGC
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.