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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
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
NEE icon
51
NextEra Energy
NEE
$177B
$15.8M 0.42%
208,423
+21,262
+11% +$1.66M
DHR icon
52
Danaher
DHR
$144B
$15.5M 0.41%
77,491
+8,112
+12% +$1.65M
ORCL icon
53
Oracle
ORCL
$423B
$15.3M 0.41%
217,753
+22,225
+11% +$1.44M
LOW icon
54
Lowe's Companies
LOW
$125B
$15.1M 0.4%
79,342
+6,272
+9% +$1.08M
SBUX icon
55
Starbucks
SBUX
$120B
$13.8M 0.37%
126,667
+13,563
+12% +$1.42M
CAT icon
56
Caterpillar
CAT
$387B
$13.5M 0.36%
58,361
+5,958
+11% +$1.23M
AMAT icon
57
Applied Materials
AMAT
$428B
$13.3M 0.36%
99,889
+11,318
+13% +$1.25M
IBM icon
58
IBM
IBM
$224B
$13.1M 0.35%
102,660
+13,055
+15% +$1.56M
UPS icon
59
United Parcel Service
UPS
$88.9B
$13M 0.35%
76,556
+8,639
+13% +$1.4M
RTX icon
60
RTX Corp
RTX
$301B
$12.6M 0.34%
162,786
+15,904
+11% +$1.16M
GE icon
61
GE Aerospace
GE
$384B
$12.6M 0.34%
191,985
+22,850
+14% +$1.38M
BLK icon
62
Blackrock
BLK
$176B
$12.4M 0.33%
16,443
+1,730
+12% +$1.25M
BA icon
63
Boeing
BA
$185B
$12.1M 0.32%
47,381
+5,938
+14% +$1.32M
MMM icon
64
3M
MMM
$94.3B
$12M 0.32%
74,609
+8,385
+13% +$1.26M
DE icon
65
Deere & Co
DE
$168B
$12M 0.32%
31,951
+3,192
+11% +$1.05M
MS icon
66
Morgan Stanley
MS
$340B
$11.9M 0.32%
153,393
+20,765
+16% +$1.59M
GS icon
67
Goldman Sachs
GS
$303B
$11.6M 0.31%
35,451
+4,032
+13% +$1.26M
AMT icon
68
American Tower
AMT
$80.4B
$11.4M 0.3%
47,525
+4,827
+11% +$1.07M
SCHW
69
Charles Schwab
SCHW
$187B
$10.9M 0.29%
167,259
+20,689
+14% +$1.25M
INTU icon
70
Intuit
INTU
$89B
$10.8M 0.29%
28,292
+3,197
+13% +$1.23M
NOW icon
71
ServiceNow
NOW
$129B
$10.7M 0.29%
107,125
+15,315
+17% +$1.62M
TGT icon
72
Target
TGT
$68B
$10.7M 0.29%
53,966
+5,715
+12% +$1.07M
MU icon
73
Micron Technology
MU
$991B
$10.7M 0.29%
120,945
+14,208
+13% +$1.21M
CVS icon
74
CVS Health
CVS
$122B
$10.6M 0.28%
140,337
+14,468
+11% +$1.05M
AXP icon
75
American Express
AXP
$230B
$10.5M 0.28%
74,452
+8,346
+13% +$1.1M
1 2
3
4 5

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.