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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
+9.83%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$2.83B
AUM Growth
+$129M
(+4.8%)
Cap. Flow
-$101M
Cap. Flow
% of AUM
-3.55%
Top 10 Holdings %
Top 10 Hldgs %
22.2%
Holding
627
New
19
Increased
62
Reduced
525
Closed
17
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bristol-Myers Squibb
BMY
|
+$3.7M |
| 2 |
Blackstone
BX
|
+$3.17M |
| 3 |
Truist Financial
TFC
|
+$3.01M |
| 4 |
RingCentral
RNG
|
+$1.16M |
| 5 |
Insulet
PODD
|
+$972K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CELG
Celgene Corp
CELG
|
+$7.53M |
| 2 |
Apple
AAPL
|
+$6.48M |
| 3 |
Microsoft
MSFT
|
+$4.04M |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
+$3.33M |
| 5 |
Amazon
AMZN
|
+$2.83M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.88% |
| 2 | Financials | 15.63% |
| 3 | Healthcare | 13.73% |
| 4 | Communication Services | 10.53% |
| 5 | Consumer Discretionary | 9.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Align Technology
ALGN
$12B
| $2.12M | 0.07% |
7,590
-292
| -4% | -$72.8K |
|
277
Fastenal
FAST
$58.3B
| $2.1M | 0.07% |
113,450
-9,208
| -8% | -$165K |
|
|
HES
278
DELISTED
Hess
HES
| $2.08M | 0.07% |
31,142
-228
| -0.7% | -$14.9K |
|
279
Halliburton
HAL
$27.1B
| $2.08M | 0.07% |
84,979
-5,837
| -6% | -$123K |
|
280
Boston Properties
BXP
$11B
| $2.07M | 0.07% |
14,994
-1,241
| -8% | -$167K |
|
281
Ameren
AEE
$30B
| $2.07M | 0.07% |
26,902
+1,182
| +5% | +$89.8K |
|
282
CBRE Group
CBRE
$42.7B
| $2.07M | 0.07% |
33,712
-2,027
| -6% | -$112K |
|
283
Mettler-Toledo International
MTD
$28.5B
| $2.06M | 0.07% |
2,596
-129
| -5% | -$93.1K |
|
284
McCormick & Company Non-Voting
MKC
$14.1B
| $2.04M | 0.07% |
24,088
-1,498
| -6% | -$124K |
|
285
VeriSign
VRSN
$26.4B
| $2.04M | 0.07% |
10,596
-619
| -6% | -$116K |
|
|
PPLI
286
People Inc
PPLI
$3.2B
| $2.03M | 0.07% |
45,675
-2,541
| -5% | -$102K |
|
287
Cadence Design Systems
CDNS
$93.2B
| $2.03M | 0.07% |
29,274
-1,709
| -6% | -$115K |
|
288
Ball Corp
BALL
$16.7B
| $2.02M | 0.07% |
31,315
-2,270
| -7% | -$154K |
|
289
Skyworks Solutions
SWKS
$10.1B
| $2.01M | 0.07% |
16,608
-803
| -5% | -$78.9K |
|
290
Keysight
KEYS
$57.6B
| $1.99M | 0.07% |
19,419
-999
| -5% | -$102K |
|
291
D.R. Horton
DHI
$40.8B
| $1.99M | 0.07% |
37,629
-2,710
| -7% | -$145K |
|
292
Citizens Financial Group
CFG
$30.5B
| $1.97M | 0.07% |
48,531
-3,354
| -6% | -$126K |
|
293
Copart
CPRT
$26.9B
| $1.97M | 0.07% |
86,612
-4,048
| -4% | -$86.4K |
|
294
Vulcan Materials
VMC
$36.5B
| $1.97M | 0.07% |
13,668
-1,090
| -7% | -$156K |
|
|
FRC
295
DELISTED
First Republic Bank
FRC
| $1.96M | 0.07% |
16,725
-774
| -4% | -$83.6K |
|
296
Republic Services
RSG
$64.5B
| $1.96M | 0.07% |
21,839
-1,849
| -8% | -$162K |
|
297
Essex Property Trust
ESS
$18.3B
| $1.94M | 0.07% |
6,437
-350
| -5% | -$111K |
|
298
Freeport-McMoran
FCX
$95.5B
| $1.93M | 0.07% |
146,953
-7,683
| -5% | -$84.3K |
|
299
Veeva Systems
VEEV
$35.4B
| $1.92M | 0.07% |
13,647
-515
| -4% | -$75.7K |
|
|
K
300
DELISTED
Kellanova
K
| $1.91M | 0.07% |
29,357
-937
| -3% | -$56.8K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
IFM Investors's Q4 2019 Portfolio in Review
As of Q4 2019, IFM Investors held 627 positions worth $2.83B, up 4.8% from $2.71B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
IFM Investors withdrew a net $101M in Q4 2019, closing 17 positions and reducing 525 holdings. Its most notable exit was Celgene Corp, an estimated $7.53M position sold in full.
By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 20% a quarter earlier, followed by Financials and Healthcare.
Against the trend, IFM Investors opened a new position in Blackstone worth $3.42M.
- IFM Investors's largest Q4 2019 buy was Blackstone: 61,161 shares worth $3.42M.
- IFM Investors added most to Bristol-Myers Squibb in Q4 2019, an estimated $3.7M increase.
- IFM Investors's biggest Q4 2019 reduction was Apple, cutting an estimated $6.48M.
- IFM Investors fully exited Celgene Corp in Q4 2019, selling an estimated $7.53M.
- IFM Investors's ten largest holdings make up 22% of its $2.83B portfolio in Q4 2019.
- IFM Investors opened 19 new positions and closed 17 in Q4 2019.
- IFM Investors's portfolio value rose 4.8% quarter-over-quarter to $2.83B.
Based on IFM Investors's 13F filing for Q4 2019, filed 13 Jan 2020.