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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
Cap. Flow
+$435M
Cap. Flow %
13.82%
Top 10 Hldgs %
26.56%
Holding
613
New
18
Increased
545
Reduced
26
Closed
18

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$25.8M
2
MSFT icon
Microsoft
MSFT
+$20.9M
3
AMZN icon
Amazon
AMZN
+$18.9M
4
META icon
Meta Platforms (Facebook)
META
+$9.02M
5
GOOGL icon
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
NOC icon
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
COR icon
401
Cencora
COR
$61.2B
$1.43M 0.05%
14,639
+2,384
+19% +$238K
POOL icon
402
Pool Corp
POOL
$7.5B
$1.43M 0.05%
+3,839
New +$1.34M
ZS icon
403
Zscaler
ZS
$27.3B
$1.43M 0.05%
7,155
+1,407
+24% +$224K
NTAP icon
404
NetApp
NTAP
$37.2B
$1.43M 0.05%
21,530
+2,928
+16% +$155K
DPZ icon
405
Domino's
DPZ
$11.6B
$1.43M 0.05%
3,716
+462
+14% +$182K
MAS icon
406
Masco
MAS
$15.3B
$1.41M 0.04%
25,726
+2,689
+12% +$148K
EXR icon
407
Extra Space Storage
EXR
$31.6B
$1.41M 0.04%
12,183
+1,428
+13% +$163K
TDY icon
408
Teledyne Technologies
TDY
$32B
$1.4M 0.04%
3,571
+210
+6% +$75.3K
GNRC icon
409
Generac Holdings
GNRC
$12.5B
$1.39M 0.04%
+6,129
New +$1.32M
SUI icon
410
Sun Communities
SUI
$14.7B
$1.39M 0.04%
9,165
+1,110
+14% +$161K
W icon
411
Wayfair
W
$14.6B
$1.39M 0.04%
6,167
+943
+18% +$250K
IT icon
412
Gartner
IT
$11.7B
$1.39M 0.04%
8,685
+1,166
+16% +$168K
AVTR icon
413
Avantor
AVTR
$9.19B
$1.39M 0.04%
49,353
+10,726
+28% +$276K
CCK icon
414
Crown Holdings
CCK
$13.1B
$1.39M 0.04%
13,851
+2,761
+25% +$254K
DRE
415
DELISTED
Duke Realty Corp.
DRE
$1.39M 0.04%
34,721
+3,892
+13% +$152K
HES
416
DELISTED
Hess
HES
$1.38M 0.04%
26,153
+4,073
+18% +$185K
TIF
417
DELISTED
Tiffany & Co.
TIF
$1.38M 0.04%
10,468
+1,446
+16% +$185K
BXP icon
418
Boston Properties
BXP
$11.1B
$1.37M 0.04%
14,540
+1,974
+16% +$176K
BKR icon
419
Baker Hughes
BKR
$61.1B
$1.37M 0.04%
65,781
+11,870
+22% +$209K
J icon
420
Jacobs Solutions
J
$17B
$1.37M 0.04%
15,211
+2,010
+15% +$170K
GPC icon
421
Genuine Parts
GPC
$18.7B
$1.37M 0.04%
13,630
+1,560
+13% +$153K
CGNX icon
422
Cognex
CGNX
$11.3B
$1.37M 0.04%
17,032
+3,253
+24% +$237K
ABMD
423
DELISTED
Abiomed Inc
ABMD
$1.37M 0.04%
4,214
+534
+15% +$148K
ACGL icon
424
Arch Capital
ACGL
$33.6B
$1.36M 0.04%
37,810
+4,432
+13% +$145K
AES icon
425
AES
AES
$10.5B
$1.36M 0.04%
58,000
+7,892
+16% +$164K
15 16
17
18 19

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AT
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UM
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FCAS
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RFC
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GF
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NMO
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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.