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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
+11.45%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$2.38B
AUM Growth
+$440M
(+23%)
Cap. Flow
+$257M
Cap. Flow
% of AUM
10.76%
Top 10 Holdings %
Top 10 Hldgs %
27.03%
Holding
597
New
6
Increased
575
Reduced
10
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$15.9M |
| 2 |
Microsoft
MSFT
|
+$13.5M |
| 3 |
Amazon
AMZN
|
+$12.4M |
| 4 |
Meta Platforms (Facebook)
META
|
+$5.69M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$4.12M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lockheed Martin
LMT
|
+$1.84M |
| 2 |
Northrop Grumman
NOC
|
+$1.03M |
| 3 |
General Dynamics
GD
|
+$685K |
| 4 |
TransDigm Group
TDG
|
+$420K |
| 5 |
HF Sinclair
DINO
|
+$299K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.17% |
| 2 | Healthcare | 14.06% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 12.22% |
| 5 | Communication Services | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Aflac
AFL
$62.6B
| $2.06M | 0.09% |
56,768
+4,252
| +8% | +$155K |
|
227
Carrier Global
CARR
$52.8B
| $2.06M | 0.09% |
67,486
+6,363
| +10% | +$180K |
|
|
ALXN
228
DELISTED
Alexion Pharmaceuticals
ALXN
| $2.05M | 0.09% |
17,937
+1,560
| +10% | +$168K |
|
229
Microchip Technology
MCHP
$46B
| $2.05M | 0.09% |
39,890
+4,444
| +13% | +$231K |
|
230
Stanley Black & Decker
SWK
$15.7B
| $2.03M | 0.09% |
12,539
+1,025
| +9% | +$160K |
|
231
Altria Group
MO
$114B
| $2.03M | 0.09% |
52,454
+14,678
| +39% | +$611K |
|
232
Archer Daniels Midland
ADM
$36.9B
| $2.02M | 0.08% |
43,529
+3,668
| +9% | +$160K |
|
233
ResMed
RMD
$30.7B
| $2.02M | 0.08% |
11,773
+952
| +9% | +$176K |
|
234
Okta
OKTA
$25.8B
| $2.01M | 0.08% |
9,393
+1,166
| +14% | +$243K |
|
235
Align Technology
ALGN
$12.3B
| $2M | 0.08% |
6,101
+455
| +8% | +$139K |
|
236
Skyworks Solutions
SWKS
$10.6B
| $1.99M | 0.08% |
13,667
+948
| +7% | +$132K |
|
237
McKesson
MCK
$101B
| $1.98M | 0.08% |
13,307
+1,046
| +9% | +$159K |
|
238
McCormick & Company Non-Voting
MKC
$14.2B
| $1.98M | 0.08% |
20,398
+2,188
| +12% | +$214K |
|
|
SGEN
239
DELISTED
Seagen Inc. Common Stock
SGEN
| $1.97M | 0.08% |
10,057
+1,136
| +13% | +$190K |
|
240
Corning
GLW
$143B
| $1.95M | 0.08% |
60,234
+4,265
| +8% | +$132K |
|
241
American International
AIG
$41.3B
| $1.95M | 0.08% |
70,744
+6,215
| +10% | +$185K |
|
242
VF Corp
VFC
$5.89B
| $1.94M | 0.08% |
27,587
+2,117
| +8% | +$137K |
|
243
Palo Alto Networks
PANW
$297B
| $1.94M | 0.08% |
47,478
+3,882
| +9% | +$161K |
|
244
Fortive
FTV
$18.6B
| $1.94M | 0.08% |
40,267
+4,608
| +13% | +$210K |
|
245
Hilton Worldwide
HLT
$71.5B
| $1.93M | 0.08% |
22,629
+2,417
| +12% | +$202K |
|
246
Ametek
AME
$58.2B
| $1.93M | 0.08% |
19,388
+2,104
| +12% | +$203K |
|
247
Church & Dwight Co
CHD
$24.5B
| $1.92M | 0.08% |
20,465
+1,974
| +11% | +$179K |
|
248
Brown-Forman Class B
BF.B
$13.1B
| $1.92M | 0.08% |
25,450
+2,766
| +12% | +$198K |
|
249
Williams Companies
WMB
$86.1B
| $1.92M | 0.08% |
97,517
+12,394
| +15% | +$252K |
|
250
Mettler-Toledo International
MTD
$28.6B
| $1.91M | 0.08% |
1,980
+156
| +9% | +$145K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
NMO
IFM Investors's Q3 2020 Portfolio in Review
As of Q3 2020, IFM Investors held 597 positions worth $2.38B, up 23% from $1.94B the previous quarter. Its ten largest holdings account for 27% of the portfolio.
IFM Investors deployed $257M of net new capital in Q3 2020, opening 6 new positions and adding to 575 existing holdings. Its largest new stake was Match Group: 20,176 shares worth $2.23M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Lockheed Martin, an estimated $1.84M trimmed.
- IFM Investors's largest Q3 2020 buy was Match Group: 20,176 shares worth $2.23M.
- IFM Investors added most to Apple in Q3 2020, an estimated $15.9M increase.
- IFM Investors's biggest Q3 2020 reduction was Lockheed Martin, cutting an estimated $1.84M.
- IFM Investors fully exited HF Sinclair in Q3 2020, selling an estimated $299K.
- IFM Investors's ten largest holdings make up 27% of its $2.38B portfolio in Q3 2020.
- IFM Investors opened 6 new positions and closed 2 in Q3 2020.
- IFM Investors's portfolio value rose 23% quarter-over-quarter to $2.38B.
Based on IFM Investors's 13F filing for Q3 2020, filed 16 Oct 2020.