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
+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
MRK icon
26
Merck
MRK
$318B
$20M 0.63%
255,819
+36,631
+17% +$2.8M
PEP icon
27
PepsiCo
PEP
$190B
$19.8M 0.63%
133,768
+18,613
+16% +$2.65M
T icon
28
AT&T
T
$163B
$19.8M 0.63%
912,968
+127,958
+16% +$2.76M
PFE icon
29
Pfizer
PFE
$153B
$19.8M 0.63%
537,381
+50,188
+10% +$1.84M
WMT icon
30
Walmart Inc
WMT
$890B
$19.7M 0.63%
409,407
+57,417
+16% +$2.79M
CRM icon
31
Salesforce
CRM
$158B
$19.5M 0.62%
87,427
+13,291
+18% +$3.23M
ABT icon
32
Abbott
ABT
$187B
$18.7M 0.6%
170,996
+24,049
+16% +$2.61M
ABBV icon
33
AbbVie
ABBV
$435B
$18.3M 0.58%
170,586
+23,636
+16% +$2.27M
CSCO icon
34
Cisco
CSCO
$479B
$18.2M 0.58%
406,899
+56,489
+16% +$2.32M
TMO icon
35
Thermo Fisher Scientific
TMO
$220B
$17.8M 0.57%
38,219
+5,223
+16% +$2.45M
AVGO icon
36
Broadcom
AVGO
$2.04T
$17M 0.54%
387,770
+55,310
+17% +$2.16M
NKE icon
37
Nike
NKE
$61.9B
$17M 0.54%
119,847
+17,391
+17% +$2.3M
XOM icon
38
ExxonMobil
XOM
$634B
$16.8M 0.53%
408,268
+57,606
+16% +$2.16M
QCOM icon
39
Qualcomm
QCOM
$176B
$16.6M 0.53%
108,812
+15,017
+16% +$2.09M
COST icon
40
Costco
COST
$420B
$16M 0.51%
42,564
+6,031
+17% +$2.25M
CVX icon
41
Chevron
CVX
$366B
$15.7M 0.5%
185,634
+30,387
+20% +$2.46M
MCD icon
42
McDonald's
MCD
$195B
$15.5M 0.49%
72,005
+10,470
+17% +$2.28M
TXN icon
43
Texas Instruments
TXN
$261B
$14.5M 0.46%
88,571
+12,284
+16% +$1.91M
HON icon
44
Honeywell
HON
$78B
$14.5M 0.46%
72,199
+10,290
+17% +$1.87M
NEE icon
45
NextEra Energy
NEE
$177B
$14.4M 0.46%
187,161
+26,037
+16% +$1.95M
LLY icon
46
Eli Lilly
LLY
$1.06T
$14M 0.45%
83,100
+11,661
+16% +$1.74M
DHR icon
47
Danaher
DHR
$144B
$13.7M 0.43%
69,379
+9,306
+15% +$1.87M
UNP icon
48
Union Pacific
UNP
$174B
$13.6M 0.43%
65,315
+9,100
+16% +$1.82M
BMY icon
49
Bristol-Myers Squibb
BMY
$132B
$13.6M 0.43%
219,017
+30,652
+16% +$1.88M
AMGN icon
50
Amgen
AMGN
$222B
$13.1M 0.41%
56,770
+7,900
+16% +$1.82M
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 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.