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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
FRT icon
476
Federal Realty Investment Trust
FRT
$10.3B
$987K 0.03%
7,666
+76
+1% +$10.1K
WRB icon
477
W.R. Berkley
WRB
$26.6B
$983K 0.03%
32,004
-1,780
-5% -$54.9K
IRM icon
478
Iron Mountain
IRM
$36.1B
$982K 0.03%
30,814
-1,184
-4% -$38.8K
UGI icon
479
UGI
UGI
$7.33B
$973K 0.03%
21,551
-738
-3% -$33.8K
BG icon
480
Bunge Global
BG
$20.8B
$959K 0.03%
16,661
-350
-2% -$19.4K
LII icon
481
Lennox International
LII
$15.2B
$950K 0.03%
3,893
-169
-4% -$41.9K
FDS icon
482
Factset
FDS
$10.2B
$946K 0.03%
3,525
+98
+3% +$25.2K
TER icon
483
Teradyne
TER
$59.3B
$946K 0.03%
+13,870
New +$881K
JBHT icon
484
JB Hunt Transport Services
JBHT
$25.2B
$939K 0.03%
8,042
-342
-4% -$39.3K
APA icon
485
APA Corp
APA
$13.2B
$937K 0.03%
36,605
-367
-1% -$8.31K
CPB icon
486
Campbell Soup
CPB
$6.87B
$937K 0.03%
18,968
-1,574
-8% -$74.6K
WHR icon
487
Whirlpool
WHR
$2.82B
$936K 0.03%
6,347
-255
-4% -$38.5K
PVH icon
488
PVH
PVH
$4.04B
$929K 0.03%
8,834
-591
-6% -$56.4K
DELL icon
489
Dell
DELL
$293B
$926K 0.03%
35,538
+6,472
+22% +$168K
NNN icon
490
NNN REIT
NNN
$8.99B
$926K 0.03%
17,263
+16
+0.1% +$889
SRPT icon
491
Sarepta Therapeutics
SRPT
$1.77B
$925K 0.03%
7,168
-414
-5% -$41.8K
OGE icon
492
OGE Energy
OGE
$9.71B
$920K 0.03%
20,686
-1,053
-5% -$45.5K
AGNC icon
493
AGNC Investment
AGNC
$12.9B
$910K 0.03%
51,450
+1,103
+2% +$18.8K
CCK icon
494
Crown Holdings
CCK
$13.1B
$910K 0.03%
12,544
-726
-5% -$51.8K
FFIV icon
495
F5
FFIV
$22.7B
$909K 0.03%
6,509
+33
+0.5% +$4.65K
MHK icon
496
Mohawk Industries
MHK
$9.22B
$907K 0.03%
6,649
+48
+0.7% +$6.53K
DISH
497
DELISTED
DISH Network Corp.
DISH
$907K 0.03%
25,572
+373
+1% +$12.9K
DXC icon
498
DXC Technology
DXC
$1.73B
$905K 0.03%
24,077
-1,936
-7% -$63.1K
EQH icon
499
Equitable Holdings
EQH
$14.1B
$889K 0.03%
35,858
+6,409
+22% +$149K
RNR icon
500
RenaissanceRe
RNR
$13.4B
$889K 0.03%
4,535
-144
-3% -$27.3K
18 19
20
21 22

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 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.