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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
CNP icon
501
CenterPoint Energy
CNP
$26.8B
$998K 0.03%
46,098
+6,141
+15% +$136K
EG icon
502
Everest Group
EG
$14.4B
$990K 0.03%
4,231
+950
+29% +$210K
GL icon
503
Globe Life
GL
$14.3B
$987K 0.03%
10,390
+1,734
+20% +$154K
LNT icon
504
Alliant Energy
LNT
$18B
$985K 0.03%
19,106
+2,899
+18% +$156K
CPT icon
505
Camden Property Trust
CPT
$11.3B
$982K 0.03%
9,826
+2,104
+27% +$204K
LEA icon
506
Lear
LEA
$8.18B
$978K 0.03%
6,148
+944
+18% +$133K
IFF icon
507
International Flavors & Fragrances
IFF
$21.9B
$977K 0.03%
8,981
+1,314
+17% +$147K
BG icon
508
Bunge Global
BG
$20.8B
$972K 0.03%
14,829
+2,334
+19% +$136K
HEI.A icon
509
HEICO Corp Class A
HEI.A
$37.2B
$960K 0.03%
8,200
+2,000
+32% +$218K
WRB icon
510
W.R. Berkley
WRB
$26.6B
$940K 0.03%
31,826
+5,420
+21% +$156K
TEVA icon
511
Teva Pharmaceuticals
TEVA
$41.2B
$939K 0.03%
97,303
-1,652
-2% -$15.8K
LNC icon
512
Lincoln National
LNC
$8.81B
$934K 0.03%
18,559
+2,396
+15% +$102K
NWL icon
513
Newell Brands
NWL
$2.56B
$934K 0.03%
43,971
+9,764
+29% +$190K
LII icon
514
Lennox International
LII
$15.2B
$930K 0.03%
3,396
+554
+19% +$158K
DVA icon
515
DaVita
DVA
$11.7B
$928K 0.03%
7,901
-97
-1% -$9.88K
HSIC icon
516
Henry Schein
HSIC
$9.82B
$917K 0.03%
13,721
+2,038
+17% +$131K
Y
517
DELISTED
Alleghany Corp
Y
$916K 0.03%
1,518
+330
+28% +$193K
IPG
518
DELISTED
Interpublic Group of Companies
IPG
$912K 0.03%
38,763
+6,059
+19% +$127K
SNA icon
519
Snap-on
SNA
$21.5B
$907K 0.03%
5,299
+696
+15% +$116K
AGNC icon
520
AGNC Investment
AGNC
$12.9B
$904K 0.03%
57,973
+13,606
+31% +$201K
WU icon
521
Western Union
WU
$2.21B
$903K 0.03%
41,135
+6,653
+19% +$144K
ROL icon
522
Rollins
ROL
$18.2B
$902K 0.03%
23,088
+3,840
+20% +$149K
TXG icon
523
10x Genomics
TXG
$6.61B
$901K 0.03%
+6,361
New +$923K
SNOW icon
524
Snowflake
SNOW
$115B
$899K 0.03%
3,193
+1,663
+109% +$473K
BWA icon
525
BorgWarner
BWA
$13.9B
$893K 0.03%
26,260
+6,331
+32% +$215K
19 20
21
22 23

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AT
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UM
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FCAS
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RFC
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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.