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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
GD icon
476
General Dynamics
GD
$106B
$1.8M 0.04%
9,561
– –
JBHT icon
477
JB Hunt Transport Services
JBHT
$25.2B
$1.8M 0.04%
11,045
+2,265
+26% +$382K
CNP icon
478
CenterPoint Energy
CNP
$26.8B
$1.79M 0.04%
73,064
+13,842
+23% +$340K
HRL icon
479
Hormel Foods
HRL
$13.8B
$1.79M 0.04%
37,453
+7,625
+26% +$363K
EVRG icon
480
Evergy
EVRG
$19.2B
$1.77M 0.04%
29,291
+9,061
+45% +$567K
FFIV icon
481
F5
FFIV
$22.7B
$1.75M 0.04%
9,389
+1,853
+25% +$356K
PKG icon
482
Packaging Corp of America
PKG
$22.8B
$1.75M 0.04%
12,885
+2,911
+29% +$419K
IRM icon
483
Iron Mountain
IRM
$36.1B
$1.74M 0.04%
41,096
+7,841
+24% +$329K
LUMN icon
484
Lumen
LUMN
$6.44B
$1.74M 0.04%
127,959
+24,457
+24% +$337K
LNT icon
485
Alliant Energy
LNT
$18B
$1.73M 0.04%
31,003
+10,070
+48% +$571K
CPT icon
486
Camden Property Trust
CPT
$11.3B
$1.73M 0.04%
13,025
+2,542
+24% +$315K
LDOS icon
487
Leidos
LDOS
$17.3B
$1.73M 0.04%
17,072
+3,585
+27% +$368K
IPG
488
DELISTED
Interpublic Group of Companies
IPG
$1.71M 0.04%
52,747
+7,873
+18% +$252K
AVLR
489
DELISTED
Avalara, Inc.
AVLR
$1.71M 0.04%
10,583
+2,321
+28% +$323K
L icon
490
Loews
L
$23.6B
$1.71M 0.03%
31,198
+4,852
+18% +$272K
DAY
491
DELISTED
Dayforce
DAY
$1.7M 0.03%
17,769
+3,650
+26% +$330K
CHRW icon
492
C.H. Robinson
CHRW
$17.5B
$1.7M 0.03%
18,107
+3,542
+24% +$345K
HST icon
493
Host Hotels & Resorts
HST
$16B
$1.7M 0.03%
99,268
+17,582
+22% +$306K
FDS icon
494
Factset
FDS
$10.2B
$1.69M 0.03%
5,044
+1,037
+26% +$340K
MTN icon
495
Vail Resorts
MTN
$5.3B
$1.68M 0.03%
5,316
+1,062
+25% +$338K
CBOE icon
496
Cboe Global Markets
CBOE
$29.9B
$1.68M 0.03%
14,108
+2,197
+18% +$241K
LII icon
497
Lennox International
LII
$15.2B
$1.68M 0.03%
4,783
+1,047
+28% +$353K
BRO icon
498
Brown & Brown
BRO
$23.9B
$1.67M 0.03%
31,436
+6,493
+26% +$334K
ELS icon
499
Equity Lifestyle Properties
ELS
$12.6B
$1.67M 0.03%
22,435
+4,500
+25% +$318K
NLY icon
500
Annaly Capital Management
NLY
$17.4B
$1.66M 0.03%
46,742
+9,355
+25% +$340K
18 19
20
21 22

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UM
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FCAS
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RFC
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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.