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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 | |
|---|---|---|---|---|---|---|
351
Oneok
OKE
$54.5B
| $1.64M | 0.05% |
42,611
+7,762
| +22% | +$261K |
|
352
Western Digital
WDC
$150B
| $1.63M | 0.05% |
38,972
+6,617
| +20% | +$220K |
|
353
United Rentals
URI
$72.4B
| $1.63M | 0.05% |
7,025
+928
| +15% | +$196K |
|
354
HubSpot
HUBS
$10.5B
| $1.62M | 0.05% |
+4,096
| New | +$1.44M |
|
355
Expeditors International
EXPD
$23.2B
| $1.62M | 0.05% |
17,029
+1,798
| +12% | +$164K |
|
|
WORK
356
DELISTED
Slack Technologies, Inc.
WORK
| $1.62M | 0.05% |
38,264
+7,998
| +26% | +$270K |
|
357
CMS Energy
CMS
$22.3B
| $1.6M | 0.05% |
26,290
+4,827
| +22% | +$302K |
|
358
Insulet
PODD
$9.79B
| $1.6M | 0.05% |
6,243
+874
| +16% | +$217K |
|
359
Halliburton
HAL
$26.6B
| $1.59M | 0.05% |
84,170
+10,216
| +14% | +$159K |
|
|
CTLT
360
DELISTED
CATALENT, INC.
CTLT
| $1.59M | 0.05% |
15,274
+2,702
| +21% | +$262K |
|
361
Arista Networks
ANET
$238B
| $1.59M | 0.05% |
87,456
+15,136
| +21% | +$240K |
|
362
Tractor Supply
TSCO
$18B
| $1.59M | 0.05% |
56,495
+9,145
| +19% | +$256K |
|
363
Invitation Homes
INVH
$18B
| $1.58M | 0.05% |
53,103
+8,556
| +19% | +$246K |
|
|
ZEN
364
DELISTED
ZENDESK INC
ZEN
| $1.56M | 0.05% |
+10,908
| New | +$1.35M |
|
365
Revvity
RVTY
$12.8B
| $1.56M | 0.05% |
10,874
+1,960
| +22% | +$261K |
|
366
Ingersoll Rand
IR
$33.7B
| $1.55M | 0.05% |
34,123
+4,584
| +16% | +$190K |
|
367
Albemarle
ALB
$15.5B
| $1.55M | 0.05% |
10,505
+2,013
| +24% | +$239K |
|
368
KeyCorp
KEY
$24.4B
| $1.55M | 0.05% |
94,368
+13,439
| +17% | +$196K |
|
369
Monolithic Power Systems
MPWR
$68.9B
| $1.55M | 0.05% |
+4,223
| New | +$1.35M |
|
|
K
370
DELISTED
Kellanova
K
| $1.54M | 0.05% |
26,441
+4,190
| +19% | +$252K |
|
371
Incyte
INCY
$24.4B
| $1.54M | 0.05% |
17,749
+3,063
| +21% | +$265K |
|
372
SolarEdge
SEDG
$1.95B
| $1.54M | 0.05% |
+4,833
| New | +$1.34M |
|
373
Quest Diagnostics
DGX
$26.3B
| $1.54M | 0.05% |
12,893
+1,773
| +16% | +$216K |
|
374
M&T Bank
MTB
$36.2B
| $1.53M | 0.05% |
12,048
+1,732
| +17% | +$197K |
|
375
Occidental Petroleum
OXY
$55.9B
| $1.53M | 0.05% |
88,415
+16,638
| +23% | +$228K |
|
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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.