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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 | |
|---|---|---|---|---|---|---|
301
EPAM Systems
EPAM
$5.03B
| $1.46M | 0.06% |
4,500
+645
| +17% | +$193K |
|
302
Akamai
AKAM
$15.9B
| $1.45M | 0.06% |
13,111
+745
| +6% | +$82.7K |
|
303
Old Dominion Freight Line
ODFL
$44.9B
| $1.45M | 0.06% |
15,986
+1,358
| +9% | +$127K |
|
304
Cooper Companies
COO
$14.5B
| $1.44M | 0.06% |
17,136
+2,000
| +13% | +$153K |
|
305
Valero Energy
VLO
$85.9B
| $1.44M | 0.06% |
33,234
+2,633
| +9% | +$138K |
|
306
Tyson Foods
TSN
$20.4B
| $1.43M | 0.06% |
23,990
+2,019
| +9% | +$124K |
|
307
Conagra Brands
CAG
$7.23B
| $1.42M | 0.06% |
39,616
+3,137
| +9% | +$115K |
|
308
CDW
CDW
$17B
| $1.4M | 0.06% |
11,704
+551
| +5% | +$63K |
|
309
KKR & Co
KKR
$92.3B
| $1.39M | 0.06% |
40,357
+3,130
| +8% | +$109K |
|
310
Domino's
DPZ
$11.6B
| $1.38M | 0.06% |
3,254
+430
| +15% | +$171K |
|
311
Expeditors International
EXPD
$23.2B
| $1.38M | 0.06% |
15,231
+2,595
| +21% | +$221K |
|
312
W.W. Grainger
GWW
$60.2B
| $1.38M | 0.06% |
3,861
+502
| +15% | +$173K |
|
313
Fortinet
FTNT
$117B
| $1.37M | 0.06% |
58,055
+3,545
| +7% | +$91.6K |
|
314
Tractor Supply
TSCO
$18B
| $1.36M | 0.06% |
47,350
+4,155
| +10% | +$119K |
|
|
KSU
315
DELISTED
Kansas City Southern
KSU
| $1.35M | 0.06% |
7,463
+643
| +9% | +$111K |
|
|
K
316
DELISTED
Kellanova
K
| $1.35M | 0.06% |
22,251
+1,496
| +7% | +$94.9K |
|
|
CTXS
317
DELISTED
Citrix Systems Inc
CTXS
| $1.34M | 0.06% |
9,761
+822
| +9% | +$117K |
|
318
Alnylam Pharmaceuticals
ALNY
$29.3B
| $1.34M | 0.06% |
9,207
+596
| +7% | +$84.7K |
|
319
Dover
DOV
$28.4B
| $1.33M | 0.06% |
12,310
+1,834
| +18% | +$196K |
|
320
Pinterest
PINS
$13.4B
| $1.33M | 0.06% |
32,114
+5,147
| +19% | +$168K |
|
321
Dell
DELL
$293B
| $1.32M | 0.06% |
38,554
+5,784
| +18% | +$180K |
|
322
CMS Energy
CMS
$22.3B
| $1.32M | 0.06% |
21,463
+2,378
| +12% | +$146K |
|
323
Incyte
INCY
$24.4B
| $1.32M | 0.06% |
14,686
+1,050
| +8% | +$101K |
|
324
Las Vegas Sands
LVS
$29.6B
| $1.31M | 0.05% |
28,010
+1,726
| +7% | +$82.5K |
|
325
TransUnion
TRU
$15.3B
| $1.3M | 0.05% |
15,511
+1,585
| +11% | +$137K |
|
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.