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
+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
TWLO icon
126
Twilio
TWLO
$36.6B
$8.26M 0.17%
20,959
+5,593
+36% +$1.94M
APD icon
127
Air Products & Chemicals
APD
$67.6B
$8.19M 0.17%
28,475
+5,212
+22% +$1.53M
BSX icon
128
Boston Scientific
BSX
$71.5B
$8.12M 0.17%
189,868
+28,829
+18% +$1.21M
SO icon
129
Southern Company
SO
$107B
$8.08M 0.17%
133,589
+23,127
+21% +$1.48M
MCO icon
130
Moody's
MCO
$82.7B
$7.92M 0.16%
21,871
+3,713
+20% +$1.24M
UBER icon
131
Uber
UBER
$153B
$7.92M 0.16%
158,066
+54,801
+53% +$2.86M
REGN icon
132
Regeneron Pharmaceuticals
REGN
$80.8B
$7.74M 0.16%
13,851
+2,308
+20% +$1.17M
HUM icon
133
Humana
HUM
$46.2B
$7.63M 0.16%
17,228
+2,586
+18% +$1.13M
D icon
134
Dominion Energy
D
$59.3B
$7.62M 0.16%
103,629
+16,171
+18% +$1.25M
F icon
135
Ford
F
$55.7B
$7.54M 0.15%
507,116
+87,576
+21% +$1.16M
EMR icon
136
Emerson Electric
EMR
$88.3B
$7.54M 0.15%
78,290
+13,256
+20% +$1.25M
WM icon
137
Waste Management
WM
$91B
$7.5M 0.15%
53,541
+9,512
+22% +$1.31M
HCA icon
138
HCA Healthcare
HCA
$89.5B
$7.47M 0.15%
36,132
+6,037
+20% +$1.23M
PGR icon
139
Progressive
PGR
$125B
$7.45M 0.15%
75,886
+12,860
+20% +$1.27M
IDXX icon
140
Idexx Laboratories
IDXX
$46.2B
$7.34M 0.15%
11,624
+2,420
+26% +$1.34M
TWTR
141
DELISTED
Twitter, Inc.
TWTR
$7.16M 0.15%
104,087
+18,079
+21% +$1.11M
GPN icon
142
Global Payments
GPN
$22.8B
$7.15M 0.15%
38,138
+6,003
+19% +$1.21M
BIIB icon
143
Biogen
BIIB
$30.7B
$7.11M 0.15%
20,529
+3,236
+19% +$980K
FCX icon
144
Freeport-McMoran
FCX
$97.5B
$7.03M 0.14%
189,463
+32,836
+21% +$1.28M
VRTX icon
145
Vertex Pharmaceuticals
VRTX
$126B
$6.98M 0.14%
34,598
+5,776
+20% +$1.21M
DOCU
146
DocuSign
DOCU
$11.5B
$6.93M 0.14%
24,782
+5,440
+28% +$1.22M
DG icon
147
Dollar General
DG
$27.9B
$6.89M 0.14%
31,853
+4,843
+18% +$1.02M
ECL icon
148
Ecolab
ECL
$79.9B
$6.88M 0.14%
33,396
+5,814
+21% +$1.26M
KLAC icon
149
KLA
KLAC
$259B
$6.63M 0.14%
204,370
+34,170
+20% +$1.09M
NEM icon
150
Newmont
NEM
$119B
$6.61M 0.14%
104,322
+17,671
+20% +$1.18M
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 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.