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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
EA
176
DELISTED
Electronic Arts
EA
$4.23M 0.11%
31,237
+3,209
+11% +$445K
PSA icon
177
Public Storage
PSA
$61.3B
$4.21M 0.11%
17,064
+1,834
+12% +$427K
APH icon
178
Amphenol
APH
$209B
$4.21M 0.11%
127,618
+13,518
+12% +$439K
BNY
179
Bank of New York Mellon
BNY
$107B
$4.19M 0.11%
88,534
+10,375
+13% +$456K
CMI icon
180
Cummins
CMI
$88.7B
$4.17M 0.11%
16,087
+1,889
+13% +$472K
CNC icon
181
Centene
CNC
$32.5B
$4.15M 0.11%
65,004
+8,635
+15% +$535K
DLR icon
182
Digital Realty Trust
DLR
$71.7B
$4.15M 0.11%
29,440
+3,594
+14% +$497K
STZ icon
183
Constellation Brands
STZ
$23.2B
$4.14M 0.11%
18,179
+1,879
+12% +$423K
SYY icon
184
Sysco
SYY
$40.3B
$4.14M 0.11%
52,538
+5,613
+12% +$435K
TRV icon
185
Travelers Companies
TRV
$80.2B
$4.13M 0.11%
27,487
+2,951
+12% +$434K
SLB icon
186
SLB Ltd
SLB
$75B
$4.13M 0.11%
151,865
+16,849
+12% +$444K
PINS icon
187
Pinterest
PINS
$13.4B
$4.13M 0.11%
55,759
+11,141
+25% +$829K
CMG icon
188
Chipotle Mexican Grill
CMG
$41.5B
$4.1M 0.11%
144,200
+16,150
+13% +$467K
CDNS icon
189
Cadence Design Systems
CDNS
$93.4B
$4.08M 0.11%
29,818
+2,937
+11% +$394K
LULU icon
190
lululemon athletica
LULU
$14.6B
$4.07M 0.11%
13,274
+1,348
+11% +$443K
SPG icon
191
Simon Property Group
SPG
$72.3B
$4.07M 0.11%
35,738
+4,566
+15% +$476K
ORLY icon
192
O'Reilly Automotive
ORLY
$76.3B
$4.06M 0.11%
120,120
+11,130
+10% +$345K
GIS icon
193
General Mills
GIS
$19.7B
$4.05M 0.11%
66,121
+7,487
+13% +$432K
IQV icon
194
IQVIA
IQV
$39.3B
$4.05M 0.11%
20,992
+2,612
+14% +$490K
INFO
195
DELISTED
IHS Markit Ltd. Common Shares
INFO
$4.02M 0.11%
41,567
+4,580
+12% +$419K
SNPS icon
196
Synopsys
SNPS
$79.7B
$4.02M 0.11%
16,223
+1,782
+12% +$453K
CARR icon
197
Carrier Global
CARR
$52.8B
$3.93M 0.11%
93,174
+13,501
+17% +$525K
MNST icon
198
Monster Beverage
MNST
$88.5B
$3.93M 0.11%
86,316
+9,656
+13% +$433K
DOCU
199
DocuSign
DOCU
$11.5B
$3.92M 0.1%
19,342
+2,571
+15% +$596K
ALL icon
200
Allstate
ALL
$67.5B
$3.89M 0.1%
33,882
+3,395
+11% +$374K
6 7
8
9 10

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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.