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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
Cap. Flow
-$101M
Cap. Flow %
-3.55%
Top 10 Hldgs %
22.2%
Holding
627
New
19
Increased
62
Reduced
525
Closed
17

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$3.7M
2
BX icon
Blackstone
BX
+$3.17M
3
TFC icon
Truist Financial
TFC
+$3.01M
4
RNG icon
RingCentral
RNG
+$1.16M
5
PODD icon
Insulet
PODD
+$972K

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$7.53M
2
AAPL icon
Apple
AAPL
+$6.48M
3
MSFT icon
Microsoft
MSFT
+$4.04M
4
STI
SunTrust Banks, Inc.
STI
+$3.33M
5
AMZN icon
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
CMCSA icon
26
Comcast
CMCSA
$87.4B
$21.7M 0.76%
482,078
-5,371
-1% -$239K
CSCO icon
27
Cisco
CSCO
$471B
$21.7M 0.76%
451,622
-12,753
-3% -$593K
PEP icon
28
PepsiCo
PEP
$189B
$19.7M 0.69%
143,944
-6,938
-5% -$944K
C icon
29
Citigroup
C
$229B
$19.2M 0.68%
239,996
-11,601
-5% -$857K
BA icon
30
Boeing
BA
$185B
$17.9M 0.63%
55,082
-2,698
-5% -$955K
WMT icon
31
Walmart Inc
WMT
$875B
$17.5M 0.62%
442,173
-21,990
-5% -$873K
ADBE icon
32
Adobe
ADBE
$99.9B
$16.5M 0.58%
49,987
-2,498
-5% -$735K
ABT icon
33
Abbott
ABT
$182B
$16.3M 0.58%
187,762
-2,827
-1% -$237K
BMY icon
34
Bristol-Myers Squibb
BMY
$131B
$15.5M 0.55%
241,138
+64,607
+37% +$3.7M
MCD icon
35
McDonald's
MCD
$191B
$15.5M 0.55%
78,229
-3,942
-5% -$782K
AMGN icon
36
Amgen
AMGN
$206B
$15.1M 0.53%
62,578
-3,649
-6% -$804K
NFLX icon
37
Netflix
NFLX
$306B
$14.6M 0.52%
451,680
-21,130
-4% -$626K
NVDA icon
38
NVIDIA
NVDA
$5.09T
$14M 0.49%
2,384,320
-110,360
-4% -$574K
CRM icon
39
Salesforce
CRM
$154B
$13.9M 0.49%
85,669
-4,044
-5% -$634K
TMO icon
40
Thermo Fisher Scientific
TMO
$208B
$13.9M 0.49%
42,860
-59
-0.1% -$17.9K
HON icon
41
Honeywell
HON
$78.2B
$13.7M 0.48%
82,247
-982
-1% -$161K
NKE icon
42
Nike
NKE
$62B
$13.6M 0.48%
134,591
-1,414
-1% -$133K
ABBV icon
43
AbbVie
ABBV
$431B
$13.5M 0.48%
152,325
-7,443
-5% -$618K
COST icon
44
Costco
COST
$418B
$13.3M 0.47%
45,177
-2,090
-4% -$621K
UNP icon
45
Union Pacific
UNP
$173B
$13.2M 0.47%
73,140
-3,872
-5% -$663K
ORCL icon
46
Oracle
ORCL
$418B
$13M 0.46%
244,472
-15,128
-6% -$833K
AVGO icon
47
Broadcom
AVGO
$1.96T
$12.9M 0.46%
408,700
-19,610
-5% -$595K
TXN icon
48
Texas Instruments
TXN
$256B
$12.7M 0.45%
99,233
-1,677
-2% -$207K
RTX icon
49
RTX Corp
RTX
$289B
$12.6M 0.44%
133,192
-6,085
-4% -$552K
PYPL icon
50
PayPal
PYPL
$49.5B
$12.5M 0.44%
115,720
-4,511
-4% -$470K
1
2
3 4 5

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
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Mawer Investment Management
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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.