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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 | |
|---|---|---|---|---|---|---|
351
MarketAxess Holdings
MKTX
$5.72B
| $1.55M | 0.05% |
4,097
-108
| -3% | -$39.6K |
|
352
Quest Diagnostics
DGX
$26.3B
| $1.54M | 0.05% |
14,437
-670
| -4% | -$69.9K |
|
353
Celanese
CE
$4.82B
| $1.54M | 0.05% |
12,499
-812
| -6% | -$99.9K |
|
354
Expedia Group
EXPE
$37.3B
| $1.54M | 0.05% |
14,213
-756
| -5% | -$88.7K |
|
355
Wynn Resorts
WYNN
$10.6B
| $1.52M | 0.05% |
10,962
-103
| -0.9% | -$12.5K |
|
356
Qorvo
QRVO
$8.74B
| $1.51M | 0.05% |
13,022
-1,204
| -8% | -$116K |
|
|
VMW
357
DELISTED
VMware, Inc
VMW
| $1.51M | 0.05% |
9,964
+510
| +5% | +$79.9K |
|
358
Wabtec
WAB
$49.3B
| $1.5M | 0.05% |
19,285
-793
| -4% | -$58.7K |
|
359
Jacobs Solutions
J
$17B
| $1.5M | 0.05% |
20,132
+2,712
| +16% | +$205K |
|
360
Extra Space Storage
EXR
$31.6B
| $1.49M | 0.05% |
14,096
-631
| -4% | -$68.8K |
|
361
Loews
L
$23.6B
| $1.48M | 0.05% |
28,252
-1,576
| -5% | -$79.5K |
|
362
Darden Restaurants
DRI
$24.4B
| $1.48M | 0.05% |
13,546
-688
| -5% | -$78.1K |
|
363
Paycom
PAYC
$9.69B
| $1.47M | 0.05% |
5,536
-244
| -4% | -$57.7K |
|
364
UDR
UDR
$12.3B
| $1.45M | 0.05% |
31,049
-2,340
| -7% | -$112K |
|
365
Broadridge
BR
$19B
| $1.44M | 0.05% |
11,674
-544
| -4% | -$66.5K |
|
366
Ulta Beauty
ULTA
$24.3B
| $1.43M | 0.05% |
5,644
-218
| -4% | -$53.3K |
|
367
Cheniere Energy
LNG
$52.9B
| $1.43M | 0.05% |
23,370
-1,525
| -6% | -$93.9K |
|
368
Akamai
AKAM
$15.9B
| $1.42M | 0.05% |
16,473
-1,380
| -8% | -$121K |
|
369
Xylem
XYL
$28.1B
| $1.41M | 0.05% |
17,937
-1,015
| -5% | -$79K |
|
|
AMTD
370
DELISTED
TD Ameritrade Holding Corp
AMTD
| $1.41M | 0.05% |
28,284
-1,832
| -6% | -$79.4K |
|
371
NVR
NVR
$17B
| $1.4M | 0.05% |
368
-9
| -2% | -$33.3K |
|
|
SIVB
372
DELISTED
SVB Financial Group
SIVB
| $1.4M | 0.05% |
5,577
-213
| -4% | -$48.4K |
|
|
HOLX
373
DELISTED
Hologic
HOLX
| $1.4M | 0.05% |
26,787
-1,586
| -6% | -$79K |
|
|
SGEN
374
DELISTED
Seagen Inc. Common Stock
SGEN
| $1.4M | 0.05% |
12,208
-178
| -1% | -$18.9K |
|
375
Gartner
IT
$11.7B
| $1.39M | 0.05% |
8,986
-526
| -6% | -$80.3K |
|
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UM
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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.