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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 | |
|---|---|---|---|---|---|---|
351
Nasdaq
NDAQ
$53.4B
| $1.18M | 0.05% |
28,935
+3,279
| +13% | +$140K |
|
352
FMC
FMC
$1.3B
| $1.18M | 0.05% |
11,137
+1,451
| +15% | +$155K |
|
353
NVR
NVR
$16.7B
| $1.18M | 0.05% |
289
+35
| +14% | +$135K |
|
354
Hormel Foods
HRL
$13.7B
| $1.18M | 0.05% |
24,069
+3,395
| +16% | +$170K |
|
355
Peloton Interactive
PTON
$2.47B
| $1.18M | 0.05% |
+11,841
| New | +$871K |
|
356
IDEX
IEX
$17.2B
| $1.16M | 0.05% |
6,366
+986
| +18% | +$171K |
|
357
FirstEnergy
FE
$27.1B
| $1.16M | 0.05% |
40,359
+3,446
| +9% | +$108K |
|
358
Synchrony
SYF
$25.3B
| $1.16M | 0.05% |
44,169
+3,509
| +9% | +$85.2K |
|
359
Extra Space Storage
EXR
$30.9B
| $1.15M | 0.05% |
10,755
+461
| +4% | +$47.6K |
|
|
PXD
360
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.15M | 0.05% |
13,389
+857
| +7% | +$84.4K |
|
361
Genuine Parts
GPC
$18.3B
| $1.15M | 0.05% |
12,070
+639
| +6% | +$59.5K |
|
362
SS&C Technologies
SSNC
$18.6B
| $1.15M | 0.05% |
18,963
+1,877
| +11% | +$112K |
|
363
Cardinal Health
CAH
$55.5B
| $1.14M | 0.05% |
24,240
+2,514
| +12% | +$129K |
|
|
DRE
364
DELISTED
Duke Realty Corp.
DRE
| $1.14M | 0.05% |
30,829
+2,467
| +9% | +$92.9K |
|
365
Sun Communities
SUI
$14.5B
| $1.13M | 0.05% |
8,055
+1,040
| +15% | +$149K |
|
366
Burlington
BURL
$23.4B
| $1.13M | 0.05% |
5,467
+605
| +12% | +$118K |
|
367
Revvity
RVTY
$12.8B
| $1.12M | 0.05% |
8,914
+865
| +11% | +$99.4K |
|
368
C.H. Robinson
CHRW
$17.6B
| $1.11M | 0.05% |
10,892
+835
| +8% | +$78.4K |
|
369
Markel Group
MKL
$23.3B
| $1.11M | 0.05% |
1,143
+95
| +9% | +$96.5K |
|
370
Tyler Technologies
TYL
$12.9B
| $1.11M | 0.05% |
3,193
+293
| +10% | +$101K |
|
371
Hartford Financial Services
HIG
$38.9B
| $1.11M | 0.05% |
30,147
+3,285
| +12% | +$131K |
|
372
Teradyne
TER
$58.2B
| $1.11M | 0.05% |
13,970
+2,120
| +18% | +$180K |
|
373
Zebra Technologies
ZBRA
$17.8B
| $1.11M | 0.05% |
4,390
+459
| +12% | +$124K |
|
374
BioMarin Pharmaceuticals
BMRN
$12.5B
| $1.1M | 0.05% |
14,440
+1,127
| +8% | +$114K |
|
375
Essex Property Trust
ESS
$18.2B
| $1.1M | 0.05% |
5,473
+585
| +12% | +$127K |
|
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.