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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 | |
|---|---|---|---|---|---|---|
376
BioMarin Pharmaceuticals
BMRN
$12.4B
| $1.53M | 0.05% |
17,400
+2,960
| +20% | +$235K |
|
377
Regions Financial
RF
$26.8B
| $1.52M | 0.05% |
94,284
+17,314
| +22% | +$250K |
|
|
VAR
378
DELISTED
Varian Medical Systems, Inc.
VAR
| $1.52M | 0.05% |
8,669
+1,170
| +16% | +$203K |
|
379
Healthpeak Properties
DOC
$14.8B
| $1.52M | 0.05% |
50,162
+6,307
| +14% | +$184K |
|
380
Celanese
CE
$4.82B
| $1.51M | 0.05% |
11,650
+1,939
| +20% | +$241K |
|
381
Waters Corp
WAT
$39.9B
| $1.51M | 0.05% |
6,108
+994
| +19% | +$225K |
|
382
Essex Property Trust
ESS
$18.5B
| $1.51M | 0.05% |
6,342
+869
| +16% | +$200K |
|
383
FirstEnergy
FE
$27.5B
| $1.5M | 0.05% |
49,050
+8,691
| +22% | +$260K |
|
384
Ulta Beauty
ULTA
$24.3B
| $1.5M | 0.05% |
5,218
+876
| +20% | +$222K |
|
|
PPLI
385
People Inc
PPLI
$3.1B
| $1.49M | 0.05% |
14,421
+2,585
| +22% | +$198K |
|
386
Citizens Financial Group
CFG
$30.6B
| $1.49M | 0.05% |
41,647
+6,970
| +20% | +$219K |
|
387
FMC
FMC
$1.33B
| $1.49M | 0.05% |
12,957
+1,820
| +16% | +$203K |
|
388
Cardinal Health
CAH
$55.4B
| $1.49M | 0.05% |
27,742
+3,502
| +14% | +$182K |
|
389
Hewlett Packard
HPE
$70.5B
| $1.48M | 0.05% |
125,162
+15,654
| +14% | +$164K |
|
390
Darden Restaurants
DRI
$24.4B
| $1.48M | 0.05% |
12,401
+1,592
| +15% | +$170K |
|
391
CarMax
KMX
$8.26B
| $1.47M | 0.05% |
15,516
+1,942
| +14% | +$182K |
|
392
Nucor
NUE
$62.1B
| $1.46M | 0.05% |
27,488
+3,815
| +16% | +$197K |
|
|
CTXS
393
DELISTED
Citrix Systems Inc
CTXS
| $1.46M | 0.05% |
11,220
+1,459
| +15% | +$186K |
|
394
IDEX
IEX
$17.3B
| $1.46M | 0.05% |
7,308
+942
| +15% | +$179K |
|
395
MGM Resorts International
MGM
$11.2B
| $1.46M | 0.05% |
46,202
+7,743
| +20% | +$199K |
|
396
Nasdaq
NDAQ
$52.9B
| $1.45M | 0.05% |
32,856
+3,921
| +14% | +$166K |
|
397
Datadog
DDOG
$84B
| $1.45M | 0.05% |
14,724
+4,238
| +40% | +$423K |
|
398
Carvana
CVNA
$77.9B
| $1.44M | 0.05% |
+30,095
| New | +$1.38M |
|
399
Alnylam Pharmaceuticals
ALNY
$29.3B
| $1.44M | 0.05% |
11,083
+1,876
| +20% | +$250K |
|
400
Fair Isaac
FICO
$22.5B
| $1.43M | 0.05% |
2,806
+453
| +19% | +$211K |
|
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IA
AT
UM
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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.