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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
UPS icon
51
United Parcel Service
UPS
$87.8B
$19.8M 0.4%
95,065
+18,509
+24% +$3.7M
C icon
52
Citigroup
C
$224B
$19.5M 0.4%
275,668
+51,905
+23% +$3.84M
AMGN icon
53
Amgen
AMGN
$219B
$19.1M 0.39%
78,326
+13,769
+21% +$3.39M
NEE icon
54
NextEra Energy
NEE
$176B
$18.8M 0.38%
256,992
+48,569
+23% +$3.65M
LOW icon
55
Lowe's Companies
LOW
$122B
$18.8M 0.38%
97,071
+17,729
+22% +$3.47M
BLK icon
56
Blackrock
BLK
$175B
$17.8M 0.36%
20,288
+3,845
+23% +$3.25M
INTU icon
57
Intuit
INTU
$88.1B
$17.8M 0.36%
36,213
+7,921
+28% +$3.43M
IBM icon
58
IBM
IBM
$220B
$17.7M 0.36%
126,314
+23,654
+23% +$3.23M
AMAT icon
59
Applied Materials
AMAT
$419B
$17.6M 0.36%
123,433
+23,544
+24% +$3.16M
MS icon
60
Morgan Stanley
MS
$336B
$17.5M 0.36%
190,613
+37,220
+24% +$3.19M
GS icon
61
Goldman Sachs
GS
$301B
$17.5M 0.36%
45,988
+10,537
+30% +$3.77M
SBUX icon
62
Starbucks
SBUX
$120B
$17.5M 0.36%
156,092
+29,425
+23% +$3.33M
RTX icon
63
RTX Corp
RTX
$301B
$17.2M 0.35%
201,464
+38,678
+24% +$3.25M
TGT icon
64
Target
TGT
$66.8B
$16.1M 0.33%
66,469
+12,503
+23% +$2.74M
CAT icon
65
Caterpillar
CAT
$394B
$15.8M 0.32%
72,650
+14,289
+24% +$3.3M
AMT icon
66
American Tower
AMT
$79.8B
$15.5M 0.32%
57,500
+9,975
+21% +$2.54M
GE icon
67
GE Aerospace
GE
$389B
$15.5M 0.32%
230,515
+38,530
+20% +$2.57M
AMD icon
68
Advanced Micro Devices
AMD
$799B
$15.2M 0.31%
162,185
+32,092
+25% +$2.59M
BA icon
69
Boeing
BA
$184B
$15.2M 0.31%
63,414
+16,033
+34% +$3.88M
AXP icon
70
American Express
AXP
$231B
$15.2M 0.31%
91,712
+17,260
+23% +$2.7M
MMM icon
71
3M
MMM
$93.2B
$15M 0.31%
90,470
+15,861
+21% +$2.65M
ISRG icon
72
Intuitive Surgical
ISRG
$132B
$14.7M 0.3%
47,979
+8,829
+23% +$2.48M
CVS icon
73
CVS Health
CVS
$123B
$14.6M 0.3%
175,514
+35,177
+25% +$2.88M
NOW icon
74
ServiceNow
NOW
$121B
$14.6M 0.3%
132,535
+25,410
+24% +$2.58M
SCHW
75
Charles Schwab
SCHW
$187B
$14.3M 0.29%
196,725
+29,466
+18% +$2.09M
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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.