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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
+14.76%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$3.15B
AUM Growth
+$762M
(+32%)
Cap. Flow
+$435M
Cap. Flow
% of AUM
13.82%
Top 10 Holdings %
Top 10 Hldgs %
26.56%
Holding
613
New
18
Increased
545
Reduced
26
Closed
18
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$25.8M |
| 2 |
Microsoft
MSFT
|
+$20.9M |
| 3 |
Amazon
AMZN
|
+$18.9M |
| 4 |
Meta Platforms (Facebook)
META
|
+$9.02M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$7.02M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ONC
BeOne Medicines Ltd
ONC
|
+$954K |
| 2 |
ETFC
E*Trade Financial Corporation
ETFC
|
+$927K |
| 3 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$858K |
| 4 |
Northrop Grumman
NOC
|
+$724K |
| 5 |
HDS
HD Supply Holdings, Inc.
HDS
|
+$567K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.23% |
| 2 | Healthcare | 13.43% |
| 3 | Financials | 12.89% |
| 4 | Consumer Discretionary | 12.42% |
| 5 | Communication Services | 11.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Las Vegas Sands
LVS
$29.6B
| $2M | 0.06% |
33,541
+5,531
| +20% | +$295K |
|
302
Realty Income
O
$59.1B
| $2M | 0.06% |
33,174
+4,113
| +14% | +$243K |
|
|
EXAS
303
DELISTED
Exact Sciences
EXAS
| $1.99M | 0.06% |
15,023
+3,075
| +26% | +$372K |
|
304
Zebra Technologies
ZBRA
$17.8B
| $1.97M | 0.06% |
5,136
+746
| +17% | +$251K |
|
|
SIVB
305
DELISTED
SVB Financial Group
SIVB
| $1.97M | 0.06% |
5,068
+693
| +16% | +$225K |
|
306
KKR & Co
KKR
$92.3B
| $1.97M | 0.06% |
48,534
+8,177
| +20% | +$309K |
|
307
Fortinet
FTNT
$117B
| $1.96M | 0.06% |
65,940
+7,885
| +14% | +$199K |
|
308
EPAM Systems
EPAM
$5.03B
| $1.94M | 0.06% |
5,423
+923
| +21% | +$308K |
|
309
Teradyne
TER
$59.3B
| $1.94M | 0.06% |
16,210
+2,240
| +16% | +$229K |
|
|
PPL
310
PPL Corp
PPL
$26.7B
| $1.94M | 0.06% |
68,842
+10,175
| +17% | +$289K |
|
311
Vulcan Materials
VMC
$36.9B
| $1.94M | 0.06% |
13,044
+2,155
| +20% | +$307K |
|
312
Labcorp
LH
$25.9B
| $1.93M | 0.06% |
11,061
+1,822
| +20% | +$315K |
|
313
Republic Services
RSG
$65.7B
| $1.9M | 0.06% |
19,706
+3,072
| +18% | +$292K |
|
|
FITB
314
Fifth Third Bancorp
FITB
$51.8B
| $1.89M | 0.06% |
68,674
+9,452
| +16% | +$239K |
|
315
Qorvo
QRVO
$8.74B
| $1.86M | 0.06% |
11,190
+1,921
| +21% | +$283K |
|
|
HOLX
316
DELISTED
Hologic
HOLX
| $1.84M | 0.06% |
25,307
+3,317
| +15% | +$234K |
|
317
Teleflex
TFX
$5.98B
| $1.84M | 0.06% |
4,478
+704
| +19% | +$260K |
|
|
KSU
318
DELISTED
Kansas City Southern
KSU
| $1.83M | 0.06% |
8,990
+1,527
| +20% | +$287K |
|
319
TransUnion
TRU
$15.3B
| $1.83M | 0.06% |
18,470
+2,959
| +19% | +$271K |
|
320
Tyson Foods
TSN
$20.4B
| $1.83M | 0.06% |
28,374
+4,384
| +18% | +$273K |
|
321
Cooper Companies
COO
$14.5B
| $1.82M | 0.06% |
19,996
+2,860
| +17% | +$245K |
|
|
PXD
322
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.81M | 0.06% |
15,927
+2,538
| +19% | +$247K |
|
323
W.W. Grainger
GWW
$60.2B
| $1.81M | 0.06% |
4,434
+573
| +15% | +$225K |
|
324
CDW
CDW
$17B
| $1.81M | 0.06% |
13,723
+2,019
| +17% | +$264K |
|
325
Synchrony
SYF
$25.6B
| $1.8M | 0.06% |
51,855
+7,686
| +17% | +$231K |
|
Similar funds
IA
AT
UM
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RFC
GF
NMO
IFM Investors's Q4 2020 Portfolio in Review
As of Q4 2020, IFM Investors held 613 positions worth $3.15B, up 32% from $2.38B the previous quarter. Its ten largest holdings account for 27% of the portfolio.
IFM Investors deployed $435M of net new capital in Q4 2020, opening 18 new positions and adding to 545 existing holdings. Its largest new stake was Viatris: 115,809 shares worth $2.17M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Northrop Grumman, an estimated $724K trimmed.
- IFM Investors's largest Q4 2020 buy was Viatris: 115,809 shares worth $2.17M.
- IFM Investors added most to Apple in Q4 2020, an estimated $25.8M increase.
- IFM Investors's biggest Q4 2020 reduction was Northrop Grumman, cutting an estimated $724K.
- IFM Investors fully exited BeOne Medicines Ltd in Q4 2020, selling an estimated $954K.
- IFM Investors's ten largest holdings make up 27% of its $3.15B portfolio in Q4 2020.
- IFM Investors opened 18 new positions and closed 18 in Q4 2020.
- IFM Investors's portfolio value rose 32% quarter-over-quarter to $3.15B.
Based on IFM Investors's 13F filing for Q4 2020, filed 13 Jan 2021.