We are live on ! Find out more
II

IFM Investors Portfolio holdings

AUM $15.1B
1-Year Est. Return 40.57%
This Fund
S&P 500
This Quarter Est. Return
+11.45%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$2.38B
AUM Growth
+$440M
Cap. Flow
+$257M
Cap. Flow %
10.76%
Top 10 Hldgs %
27.03%
Holding
597
New
6
Increased
575
Reduced
10
Closed
2

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$15.9M
2
MSFT icon
Microsoft
MSFT
+$13.5M
3
AMZN icon
Amazon
AMZN
+$12.4M
4
META icon
Meta Platforms (Facebook)
META
+$5.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.12M

Top Sells

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$1.84M
2
NOC icon
Northrop Grumman
NOC
+$1.03M
3
GD icon
General Dynamics
GD
+$685K
4
TDG icon
TransDigm Group
TDG
+$420K
5
DINO icon
HF Sinclair
DINO
+$299K

Sector Composition

Rank Sector Weight
1 Technology 26.17%
2 Healthcare 14.06%
3 Financials 12.26%
4 Consumer Discretionary 12.22%
5 Communication Services 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFE icon
26
Pfizer
PFE
$153B
$17M 0.71%
487,193
+57,666
+13% +$2.02M
T icon
27
AT&T
T
$163B
$16.9M 0.71%
785,010
+82,604
+12% +$1.85M
KO icon
28
Coca-Cola
KO
$375B
$16.8M 0.7%
339,959
+39,072
+13% +$1.88M
WMT icon
29
Walmart Inc
WMT
$890B
$16.4M 0.69%
351,990
+38,214
+12% +$1.7M
ABT icon
30
Abbott
ABT
$187B
$16M 0.67%
146,947
+16,884
+13% +$1.71M
PEP icon
31
PepsiCo
PEP
$190B
$16M 0.67%
115,155
+12,666
+12% +$1.72M
BAC icon
32
Bank of America
BAC
$442B
$15.7M 0.66%
650,039
+66,940
+11% +$1.67M
TMO icon
33
Thermo Fisher Scientific
TMO
$220B
$14.6M 0.61%
32,996
+3,630
+12% +$1.5M
CSCO icon
34
Cisco
CSCO
$479B
$13.8M 0.58%
350,410
+37,863
+12% +$1.65M
MCD icon
35
McDonald's
MCD
$195B
$13.5M 0.57%
61,535
+6,325
+11% +$1.3M
COST icon
36
Costco
COST
$420B
$13M 0.54%
36,533
+4,075
+13% +$1.37M
ABBV icon
37
AbbVie
ABBV
$435B
$12.9M 0.54%
146,950
+17,075
+13% +$1.61M
NKE icon
38
Nike
NKE
$61.9B
$12.9M 0.54%
102,456
+10,892
+12% +$1.17M
AMGN icon
39
Amgen
AMGN
$222B
$12.4M 0.52%
48,870
+5,325
+12% +$1.32M
AVGO icon
40
Broadcom
AVGO
$2.04T
$12.1M 0.51%
332,460
+38,530
+13% +$1.29M
XOM icon
41
ExxonMobil
XOM
$634B
$12M 0.5%
350,662
+38,543
+12% +$1.58M
DHR icon
42
Danaher
DHR
$144B
$11.5M 0.48%
60,073
+7,748
+15% +$1.38M
BMY icon
43
Bristol-Myers Squibb
BMY
$132B
$11.4M 0.48%
188,365
+20,751
+12% +$1.25M
NEE icon
44
NextEra Energy
NEE
$177B
$11.2M 0.47%
161,124
+19,248
+14% +$1.33M
CVX icon
45
Chevron
CVX
$366B
$11.2M 0.47%
155,247
+16,343
+12% +$1.37M
UNP icon
46
Union Pacific
UNP
$174B
$11.1M 0.46%
56,215
+5,632
+11% +$1.05M
QCOM icon
47
Qualcomm
QCOM
$176B
$11M 0.46%
93,795
+9,180
+11% +$981K
TXN icon
48
Texas Instruments
TXN
$261B
$10.9M 0.46%
76,287
+7,705
+11% +$1.05M
LLY icon
49
Eli Lilly
LLY
$1.06T
$10.6M 0.44%
71,439
+7,807
+12% +$1.21M
LOW icon
50
Lowe's Companies
LOW
$125B
$10.5M 0.44%
63,318
+6,605
+12% +$1.02M
1
2
3 4 5

Similar funds

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
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

IFM Investors's Q3 2020 Portfolio in Review

As of Q3 2020, IFM Investors held 597 positions worth $2.38B, up 23% from $1.94B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

IFM Investors deployed $257M of net new capital in Q3 2020, opening 6 new positions and adding to 575 existing holdings. Its largest new stake was Match Group: 20,176 shares worth $2.23M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Lockheed Martin, an estimated $1.84M trimmed.

  • IFM Investors's largest Q3 2020 buy was Match Group: 20,176 shares worth $2.23M.
  • IFM Investors added most to Apple in Q3 2020, an estimated $15.9M increase.
  • IFM Investors's biggest Q3 2020 reduction was Lockheed Martin, cutting an estimated $1.84M.
  • IFM Investors fully exited HF Sinclair in Q3 2020, selling an estimated $299K.
  • IFM Investors's ten largest holdings make up 27% of its $2.38B portfolio in Q3 2020.
  • IFM Investors opened 6 new positions and closed 2 in Q3 2020.
  • IFM Investors's portfolio value rose 23% quarter-over-quarter to $2.38B.

Based on IFM Investors's 13F filing for Q3 2020, filed 16 Oct 2020.