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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
NDSN icon
526
Nordson
NDSN
$17.3B
$1.53M 0.03%
6,993
+1,205
+21% +$255K
RHI icon
527
Robert Half
RHI
$4.37B
$1.53M 0.03%
17,190
+3,995
+30% +$348K
REG icon
528
Regency Centers
REG
$14.1B
$1.5M 0.03%
23,483
+4,366
+23% +$276K
VER
529
DELISTED
VEREIT, Inc.
VER
$1.49M 0.03%
32,462
+7,346
+29% +$332K
HEI.A icon
530
HEICO Corp Class A
HEI.A
$37.2B
$1.48M 0.03%
11,953
+2,795
+31% +$353K
WRB icon
531
W.R. Berkley
WRB
$26.6B
$1.48M 0.03%
44,777
+10,399
+30% +$360K
WU icon
532
Western Union
WU
$2.21B
$1.48M 0.03%
64,391
+14,349
+29% +$357K
AGNC icon
533
AGNC Investment
AGNC
$12.9B
$1.47M 0.03%
87,201
+29,228
+50% +$519K
TAP icon
534
Molson Coors Class B
TAP
$8.09B
$1.47M 0.03%
27,349
+6,248
+30% +$349K
WTRG icon
535
Essential Utilities
WTRG
$11.4B
$1.46M 0.03%
32,006
+7,329
+30% +$344K
UGI icon
536
UGI
UGI
$7.33B
$1.45M 0.03%
31,404
+7,576
+32% +$341K
DISH
537
DELISTED
DISH Network Corp.
DISH
$1.45M 0.03%
34,686
+8,418
+32% +$354K
AIZ icon
538
Assurant
AIZ
$14.3B
$1.43M 0.03%
9,162
+2,270
+33% +$355K
HSIC icon
539
Henry Schein
HSIC
$9.82B
$1.43M 0.03%
19,269
+4,490
+30% +$338K
OHI icon
540
Omega Healthcare
OHI
$14.7B
$1.42M 0.03%
39,188
+11,961
+44% +$444K
EG icon
541
Everest Group
EG
$14.4B
$1.42M 0.03%
5,635
+1,404
+33% +$365K
CF icon
542
CF Industries
CF
$17.3B
$1.42M 0.03%
27,496
+6,685
+32% +$340K
CABO icon
543
Cable One
CABO
$212M
$1.41M 0.03%
739
+184
+33% +$331K
FWONK icon
544
Liberty Media Series C
FWONK
$25.8B
$1.41M 0.03%
30,312
+7,408
+32% +$325K
MPT
545
Medical Properties Trust
MPT
$2.81B
$1.41M 0.03%
70,029
+10,539
+18% +$225K
RUN icon
546
Sunrun
RUN
$2.46B
$1.41M 0.03%
25,222
+9,877
+64% +$477K
Y
547
DELISTED
Alleghany Corp
Y
$1.37M 0.03%
2,053
+535
+35% +$368K
SAM icon
548
Boston Beer
SAM
$1.92B
$1.37M 0.03%
+1,339
New +$1.5M
NRG icon
549
NRG Energy
NRG
$24.8B
$1.36M 0.03%
33,783
+9,192
+37% +$333K
NBIX icon
550
Neurocrine Biosciences
NBIX
$16.6B
$1.36M 0.03%
13,973
+3,877
+38% +$372K
20 21
22
23 24

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IA
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AT
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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.