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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
+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
(+32%)
Cap. Flow
+$435M
Cap. Flow
% of AUM
13.82%
Top 10 Holdings %
Top 10 Hldgs %
26.56%
Holding
613
New
18
Increased
545
Reduced
26
Closed
18
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$25.8M |
| 2 |
Microsoft
MSFT
|
+$20.9M |
| 3 |
Amazon
AMZN
|
+$18.9M |
| 4 |
Meta Platforms (Facebook)
META
|
+$9.02M |
| 5 |
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 |
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 | |
|---|---|---|---|---|---|---|
476
XPO
XPO
$23.5B
| $1.11M | 0.04% |
26,948
+3,421
| +15% | +$124K |
|
477
Loews
L
$23.3B
| $1.11M | 0.04% |
24,641
+3,465
| +16% | +$139K |
|
478
Fidelity National Financial
FNF
$12.9B
| $1.1M | 0.04% |
29,388
+4,329
| +17% | +$146K |
|
|
MPT
479
Medical Properties Trust
MPT
$2.48B
| $1.1M | 0.04% |
50,621
+6,933
| +16% | +$135K |
|
480
Brown & Brown
BRO
$24B
| $1.1M | 0.04% |
23,235
+3,135
| +16% | +$144K |
|
481
Essential Utilities
WTRG
$11.3B
| $1.1M | 0.04% |
23,298
+2,607
| +13% | +$116K |
|
|
CXO
482
DELISTED
CONCHO RESOURCES INC.
CXO
| $1.1M | 0.03% |
18,819
+3,630
| +24% | +$191K |
|
483
Evergy
EVRG
$18.9B
| $1.09M | 0.03% |
19,647
+2,347
| +14% | +$129K |
|
484
Nordson
NDSN
$17.2B
| $1.09M | 0.03% |
5,430
+1,023
| +23% | +$205K |
|
485
UDR
UDR
$12.1B
| $1.09M | 0.03% |
28,271
+4,969
| +21% | +$181K |
|
486
F5
FFIV
$23.2B
| $1.08M | 0.03% |
6,160
+1,205
| +24% | +$183K |
|
487
Equitable Holdings
EQH
$14.4B
| $1.07M | 0.03% |
41,989
+7,806
| +23% | +$183K |
|
488
JB Hunt Transport Services
JBHT
$25B
| $1.07M | 0.03% |
7,863
+1,019
| +15% | +$135K |
|
489
Wynn Resorts
WYNN
$10.6B
| $1.07M | 0.03% |
9,471
+1,669
| +21% | +$154K |
|
490
Universal Health Services
UHS
$10.5B
| $1.07M | 0.03% |
7,760
+1,076
| +16% | +$134K |
|
491
Equity Lifestyle Properties
ELS
$12.5B
| $1.06M | 0.03% |
16,807
+2,407
| +17% | +$148K |
|
|
WRK
492
DELISTED
WestRock Company
WRK
| $1.06M | 0.03% |
24,466
+4,500
| +23% | +$186K |
|
493
Advance Auto Parts
AAP
$3.36B
| $1.06M | 0.03% |
6,741
+941
| +16% | +$145K |
|
494
Whirlpool
WHR
$2.75B
| $1.06M | 0.03% |
5,874
+770
| +15% | +$147K |
|
495
Carnival Corporation Ltd
CCL
$38B
| $1.05M | 0.03% |
48,340
+11,176
| +30% | +$199K |
|
496
Guidewire Software
GWRE
$14.4B
| $1.04M | 0.03% |
8,107
+1,198
| +17% | +$137K |
|
497
Cable One
CABO
$203M
| $1.04M | 0.03% |
467
+98
| +27% | +$194K |
|
498
LKQ Corp
LKQ
$6.22B
| $1.04M | 0.03% |
29,471
+4,144
| +16% | +$142K |
|
499
Host Hotels & Resorts
HST
$15.5B
| $1.02M | 0.03% |
69,773
+9,881
| +16% | +$128K |
|
500
Cboe Global Markets
CBOE
$29.8B
| $1.01M | 0.03% |
10,853
+1,431
| +15% | +$125K |
|
Similar funds
IA
AT
UM
GF
NMO
BGC
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.