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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
CME icon
101
CME Group
CME
$95.2B
$9.96M 0.2%
46,854
+8,057
+21% +$1.7M
GM icon
102
General Motors
GM
$76.9B
$9.88M 0.2%
167,066
+29,544
+21% +$1.74M
TFC icon
103
Truist Financial
TFC
$64.1B
$9.73M 0.2%
175,248
+30,666
+21% +$1.8M
FDX icon
104
FedEx
FDX
$75.2B
$9.68M 0.2%
32,457
+5,970
+23% +$1.77M
MRNA icon
105
Moderna
MRNA
$23.3B
$9.67M 0.2%
41,171
+11,493
+39% +$2.05M
ITW icon
106
Illinois Tool Works
ITW
$85.4B
$9.62M 0.2%
43,020
+8,808
+26% +$2.02M
ATVI
107
DELISTED
Activision Blizzard
ATVI
$9.6M 0.2%
100,536
+17,660
+21% +$1.67M
DUK icon
108
Duke Energy
DUK
$97.6B
$9.57M 0.2%
96,971
+19,810
+26% +$1.99M
EL icon
109
Estee Lauder
EL
$31.9B
$9.54M 0.2%
29,987
+5,515
+23% +$1.67M
EQIX icon
110
Equinix
EQIX
$104B
$9.49M 0.19%
11,819
+2,001
+20% +$1.49M
MRSH
111
Marsh
MRSH
$91.1B
$9.31M 0.19%
66,158
+11,052
+20% +$1.48M
COF icon
112
Capital One
COF
$133B
$9.21M 0.19%
59,511
+10,387
+21% +$1.57M
BDX icon
113
Becton Dickinson
BDX
$48.6B
$9.17M 0.19%
38,659
+6,550
+20% +$1.57M
MELI icon
114
Mercado Libre
MELI
$91.8B
$9.16M 0.19%
5,883
+1,024
+21% +$1.5M
ILMN icon
115
Illumina
ILMN
$28.6B
$9M 0.18%
19,555
+3,404
+21% +$1.37M
SHW icon
116
Sherwin-Williams
SHW
$89.7B
$8.97M 0.18%
32,930
+6,464
+24% +$1.77M
CL icon
117
Colgate-Palmolive
CL
$74.5B
$8.87M 0.18%
109,052
+17,167
+19% +$1.4M
ICE icon
118
Intercontinental Exchange
ICE
$84.9B
$8.65M 0.18%
72,857
+12,486
+21% +$1.44M
EW icon
119
Edwards Lifesciences
EW
$51.5B
$8.64M 0.18%
83,459
+13,886
+20% +$1.31M
NSC icon
120
Norfolk Southern
NSC
$75.5B
$8.58M 0.18%
32,333
+5,216
+19% +$1.44M
BX icon
121
Blackstone
BX
$110B
$8.55M 0.17%
87,995
+16,235
+23% +$1.44M
ADSK icon
122
Autodesk
ADSK
$52.5B
$8.41M 0.17%
28,805
+4,877
+20% +$1.39M
ADI icon
123
Analog Devices
ADI
$191B
$8.33M 0.17%
48,409
+8,242
+21% +$1.32M
SNAP icon
124
Snap
SNAP
$9.06B
$8.33M 0.17%
122,227
+22,032
+22% +$1.32M
FISV
125
Fiserv Inc
FISV
$27.6B
$8.31M 0.17%
77,785
+16,116
+26% +$1.87M
3 4
5
6 7

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
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Mawer Investment Management
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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.