We are live on ! Find out more
II

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
VRTX icon
126
Vertex Pharmaceuticals
VRTX
$126B
$6.19M 0.17%
28,822
+3,848
+15% +$845K
HUM icon
127
Humana
HUM
$46.2B
$6.14M 0.16%
14,642
+1,851
+14% +$739K
ILMN icon
128
Illumina
ILMN
$28.4B
$6.03M 0.16%
16,151
+1,606
+11% +$655K
PGR icon
129
Progressive
PGR
$125B
$6.03M 0.16%
63,026
+6,656
+12% +$605K
ECL icon
130
Ecolab
ECL
$79.9B
$5.9M 0.16%
27,582
+2,690
+11% +$572K
EMR icon
131
Emerson Electric
EMR
$88.3B
$5.87M 0.16%
65,034
+7,251
+13% +$624K
EW icon
132
Edwards Lifesciences
EW
$51.7B
$5.82M 0.16%
69,573
+9,554
+16% +$808K
WM icon
133
Waste Management
WM
$91B
$5.68M 0.15%
44,029
+4,685
+12% +$548K
HCA icon
134
HCA Healthcare
HCA
$89.5B
$5.67M 0.15%
30,095
+3,972
+15% +$700K
UBER icon
135
Uber
UBER
$153B
$5.63M 0.15%
103,265
+11,013
+12% +$615K
KLAC icon
136
KLA
KLAC
$259B
$5.62M 0.15%
170,200
+21,020
+14% +$633K
DG icon
137
Dollar General
DG
$27.9B
$5.47M 0.15%
27,010
+2,802
+12% +$556K
TWTR
138
DELISTED
Twitter, Inc.
TWTR
$5.47M 0.15%
86,008
+10,406
+14% +$636K
REGN icon
139
Regeneron Pharmaceuticals
REGN
$80.8B
$5.46M 0.15%
11,543
+1,523
+15% +$742K
MCO icon
140
Moody's
MCO
$82.7B
$5.42M 0.15%
18,158
+1,816
+11% +$511K
BX icon
141
Blackstone
BX
$110B
$5.35M 0.14%
71,760
+7,078
+11% +$489K
MET icon
142
MetLife
MET
$62.1B
$5.33M 0.14%
87,662
+12,686
+17% +$700K
KMB icon
143
Kimberly-Clark
KMB
$36.5B
$5.29M 0.14%
38,061
+5,270
+16% +$699K
SNAP icon
144
Snap
SNAP
$9.01B
$5.24M 0.14%
100,195
+12,682
+14% +$729K
TWLO icon
145
Twilio
TWLO
$36.6B
$5.24M 0.14%
15,366
+2,759
+22% +$1.03M
NEM icon
146
Newmont
NEM
$119B
$5.22M 0.14%
86,651
+8,981
+12% +$537K
HPQ icon
147
HP
HPQ
$27.5B
$5.17M 0.14%
162,944
+23,952
+17% +$661K
FCX icon
148
Freeport-McMoran
FCX
$97.5B
$5.16M 0.14%
156,627
+15,381
+11% +$499K
DOW icon
149
Dow Inc
DOW
$21.2B
$5.15M 0.14%
80,586
+9,152
+13% +$548K
F icon
150
Ford
F
$55.7B
$5.14M 0.14%
419,540
+44,124
+12% +$505K
4 5
6
7 8

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.