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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
WDAY icon
151
Workday
WDAY
$44.4B
$4.88M 0.13%
19,628
+2,760
+16% +$682K
BAX icon
152
Baxter International
BAX
$14.2B
$4.84M 0.13%
57,376
+8,483
+17% +$674K
BIIB icon
153
Biogen
BIIB
$30.7B
$4.84M 0.13%
17,293
+1,831
+12% +$494K
DD icon
154
DuPont de Nemours
DD
$19.2B
$4.74M 0.13%
48,860
-7,158
-13% -$686K
EXC icon
155
Exelon
EXC
$47B
$4.73M 0.13%
151,695
+14,774
+11% +$444K
LHX icon
156
L3Harris
LHX
$53.4B
$4.68M 0.13%
23,095
+2,247
+11% +$422K
EBAY icon
157
eBay
EBAY
$49.8B
$4.66M 0.12%
76,061
+6,337
+9% +$367K
ROP icon
158
Roper Technologies
ROP
$39.8B
$4.65M 0.12%
11,525
+1,400
+14% +$562K
WBA
159
DELISTED
Walgreens Boots Alliance
WBA
$4.63M 0.12%
84,289
+13,364
+19% +$661K
ROST icon
160
Ross Stores
ROST
$81.9B
$4.61M 0.12%
38,481
+3,945
+11% +$468K
CTSH icon
161
Cognizant
CTSH
$26B
$4.57M 0.12%
58,523
+6,104
+12% +$472K
EOG icon
162
EOG Resources
EOG
$70.7B
$4.56M 0.12%
62,923
+7,134
+13% +$455K
IDXX icon
163
Idexx Laboratories
IDXX
$46.2B
$4.5M 0.12%
9,204
+1,015
+12% +$509K
PH icon
164
Parker-Hannifin
PH
$135B
$4.48M 0.12%
14,217
+1,799
+14% +$519K
MAR icon
165
Marriott International
MAR
$92.3B
$4.48M 0.12%
30,233
+3,660
+14% +$500K
ALGN icon
166
Align Technology
ALGN
$12.3B
$4.46M 0.12%
8,245
+1,021
+14% +$564K
AIG icon
167
American International
AIG
$41.3B
$4.39M 0.12%
95,021
+11,810
+14% +$510K
PRU icon
168
Prudential Financial
PRU
$41.8B
$4.35M 0.12%
47,750
+9,888
+26% +$846K
MO icon
169
Altria Group
MO
$114B
$4.33M 0.12%
84,568
+8,091
+11% +$363K
AEP icon
170
American Electric Power
AEP
$68.4B
$4.33M 0.12%
51,065
+5,170
+11% +$417K
AFL icon
171
Aflac
AFL
$62.6B
$4.31M 0.12%
84,267
+18,210
+28% +$874K
TROW icon
172
T. Rowe Price
TROW
$24.3B
$4.31M 0.12%
25,115
+3,026
+14% +$496K
SRE icon
173
Sempra
SRE
$54.8B
$4.3M 0.12%
64,814
+6,822
+12% +$424K
A icon
174
Agilent Technologies
A
$41.2B
$4.29M 0.11%
33,764
+3,618
+12% +$447K
MCHP icon
175
Microchip Technology
MCHP
$46B
$4.26M 0.11%
54,932
+7,374
+16% +$550K
5 6
7
8 9

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UM
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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.