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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
-16.57%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$2.23B
AUM Growth
-$601M
Cap. Flow
-$85.7M
Cap. Flow %
-3.84%
Top 10 Hldgs %
24.64%
Holding
612
New
2
Increased
50
Reduced
552
Closed
8

Top Buys

Rank Stock Value
1
IR icon
Ingersoll Rand
IR
+$952K
2
CNC icon
Centene
CNC
+$882K
3
PLD icon
Prologis
PLD
+$842K
4
UBER icon
Uber
UBER
+$745K
5
TYL icon
Tyler Technologies
TYL
+$591K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.12M
2
MSFT icon
Microsoft
MSFT
+$4.05M
3
AMZN icon
Amazon
AMZN
+$2.03M
4
WCG
Wellcare Health Plans, Inc.
WCG
+$1.65M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.58M

Sector Composition

Rank Sector Weight
1 Technology 23.04%
2 Healthcare 14.86%
3 Financials 13.73%
4 Communication Services 10.72%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
26
Netflix
NFLX
$309B
$16.4M 0.74%
442,980
-8,700
-2% -$308K
WMT icon
27
Walmart Inc
WMT
$890B
$16.4M 0.73%
426,414
-15,759
-4% -$606K
XOM icon
28
ExxonMobil
XOM
$634B
$15.9M 0.71%
423,970
-13,422
-3% -$741K
ADBE icon
29
Adobe
ADBE
$105B
$15.4M 0.69%
48,320
-1,667
-3% -$570K
NVDA icon
30
NVIDIA
NVDA
$5.42T
$15.4M 0.69%
2,312,600
-71,720
-3% -$453K
ABT icon
31
Abbott
ABT
$187B
$14.5M 0.65%
182,276
-5,486
-3% -$458K
CVX icon
32
Chevron
CVX
$366B
$13.9M 0.62%
193,790
-7,065
-4% -$698K
COST icon
33
Costco
COST
$420B
$12.8M 0.57%
43,821
-1,356
-3% -$411K
BMY icon
34
Bristol-Myers Squibb
BMY
$132B
$12.7M 0.57%
233,376
-7,762
-3% -$474K
MCD icon
35
McDonald's
MCD
$195B
$12.7M 0.57%
75,379
-2,850
-4% -$562K
AMGN icon
36
Amgen
AMGN
$222B
$12.6M 0.56%
60,277
-2,301
-4% -$503K
WFC icon
37
Wells Fargo
WFC
$264B
$12.5M 0.56%
417,695
-20,160
-5% -$857K
CRM icon
38
Salesforce
CRM
$158B
$12.4M 0.56%
82,992
-2,677
-3% -$459K
NEE icon
39
NextEra Energy
NEE
$177B
$12.2M 0.55%
198,708
+1,628
+0.8% +$102K
LLY icon
40
Eli Lilly
LLY
$1.06T
$12M 0.54%
86,876
-3,305
-4% -$454K
TMO icon
41
Thermo Fisher Scientific
TMO
$220B
$11.9M 0.53%
41,609
-1,251
-3% -$394K
ORCL icon
42
Oracle
ORCL
$423B
$11.8M 0.53%
235,209
-9,263
-4% -$478K
ABBV icon
43
AbbVie
ABBV
$435B
$11.1M 0.5%
147,401
-4,924
-3% -$419K
NKE icon
44
Nike
NKE
$61.9B
$11.1M 0.5%
129,886
-4,705
-3% -$438K
PYPL icon
45
PayPal
PYPL
$50.5B
$10.9M 0.49%
112,118
-3,602
-3% -$398K
AMT icon
46
American Tower
AMT
$80.4B
$10.4M 0.47%
45,120
-414
-0.9% -$96.3K
C icon
47
Citigroup
C
$226B
$10.1M 0.45%
228,065
-11,931
-5% -$801K
IBM icon
48
IBM
IBM
$224B
$9.99M 0.45%
92,521
-3,102
-3% -$392K
UNP icon
49
Union Pacific
UNP
$174B
$9.87M 0.44%
70,390
-2,750
-4% -$455K
HON icon
50
Honeywell
HON
$78B
$9.86M 0.44%
79,368
-2,879
-4% -$445K
1
2
3 4 5

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IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
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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NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

IFM Investors's Q1 2020 Portfolio in Review

As of Q1 2020, IFM Investors held 612 positions worth $2.23B, down 21% from $2.83B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

IFM Investors withdrew a net $85.7M in Q1 2020, closing 8 positions and reducing 552 holdings. Its most notable exit was Wellcare Health Plans, Inc., an estimated $1.65M position sold in full.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Healthcare and Financials.

Against the trend, IFM Investors opened a new position in Ingersoll Rand worth $712K.

  • IFM Investors's largest Q1 2020 buy was Ingersoll Rand: 29,966 shares worth $712K.
  • IFM Investors added most to Centene in Q1 2020, an estimated $882K increase.
  • IFM Investors's biggest Q1 2020 reduction was Apple, cutting an estimated $6.12M.
  • IFM Investors fully exited Wellcare Health Plans, Inc. in Q1 2020, selling an estimated $1.65M.
  • IFM Investors's ten largest holdings make up 25% of its $2.23B portfolio in Q1 2020.
  • IFM Investors opened 2 new positions and closed 8 in Q1 2020.
  • IFM Investors's portfolio value fell 21% quarter-over-quarter to $2.23B.

Based on IFM Investors's 13F filing for Q1 2020, filed 9 Apr 2020.