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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 | |
|---|---|---|---|---|---|---|
301
Western Digital
WDC
$148B
| $1.9M | 0.07% |
39,662
-2,403
| -6% | -$100K |
|
302
Martin Marietta Materials
MLM
$33.2B
| $1.89M | 0.07% |
6,758
-305
| -4% | -$81.3K |
|
303
Arch Capital
ACGL
$33.7B
| $1.88M | 0.07% |
43,832
-2,145
| -5% | -$89K |
|
304
Regions Financial
RF
$26.8B
| $1.88M | 0.07% |
109,281
-7,953
| -7% | -$131K |
|
305
International Paper
IP
$21.7B
| $1.87M | 0.07% |
42,862
-2,585
| -6% | -$108K |
|
306
Alexandria Real Estate Equities
ARE
$8.41B
| $1.87M | 0.07% |
11,559
-531
| -4% | -$83.7K |
|
307
MGM Resorts International
MGM
$11.2B
| $1.83M | 0.06% |
55,032
-4,087
| -7% | -$125K |
|
308
Dover
DOV
$28.6B
| $1.81M | 0.06% |
15,717
-780
| -5% | -$83.5K |
|
309
Omnicom Group
OMC
$22.9B
| $1.8M | 0.06% |
22,263
-965
| -4% | -$75.6K |
|
310
Marvell Technology
MRVL
$189B
| $1.8M | 0.06% |
67,711
-4,865
| -7% | -$123K |
|
311
CMS Energy
CMS
$22.2B
| $1.8M | 0.06% |
28,585
-1,690
| -6% | -$105K |
|
312
Equifax
EFX
$21.3B
| $1.8M | 0.06% |
12,820
-671
| -5% | -$93K |
|
313
Church & Dwight Co
CHD
$24.5B
| $1.78M | 0.06% |
25,369
-1,990
| -7% | -$141K |
|
314
Arthur J. Gallagher & Co
AJG
$63.9B
| $1.78M | 0.06% |
18,676
-1,572
| -8% | -$144K |
|
315
Conagra Brands
CAG
$7.16B
| $1.78M | 0.06% |
51,863
-1,455
| -3% | -$42.1K |
|
316
Teleflex
TFX
$6.17B
| $1.77M | 0.06% |
4,699
-144
| -3% | -$49.6K |
|
317
W.W. Grainger
GWW
$60.5B
| $1.77M | 0.06% |
5,224
-219
| -4% | -$69.5K |
|
318
Cooper Companies
COO
$14.4B
| $1.77M | 0.06% |
21,988
-520
| -2% | -$39.2K |
|
|
MXIM
319
DELISTED
Maxim Integrated Products
MXIM
| $1.76M | 0.06% |
28,625
-2,154
| -7% | -$125K |
|
320
Nucor
NUE
$61.5B
| $1.75M | 0.06% |
31,086
-1,945
| -6% | -$106K |
|
321
Labcorp
LH
$25.8B
| $1.75M | 0.06% |
12,028
-562
| -4% | -$81.1K |
|
322
Fidelity National Financial
FNF
$14B
| $1.74M | 0.06% |
39,979
+5,653
| +16% | +$251K |
|
323
Cincinnati Financial
CINF
$27.2B
| $1.74M | 0.06% |
16,553
-1,143
| -6% | -$125K |
|
324
Gen Digital
GEN
$17.5B
| $1.74M | 0.06% |
68,188
-2,350
| -3% | -$57.4K |
|
325
Incyte
INCY
$24.3B
| $1.74M | 0.06% |
19,920
-677
| -3% | -$57.8K |
|
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.