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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 | |
|---|---|---|---|---|---|---|
|
VER
526
DELISTED
VEREIT, Inc.
VER
| $878K | 0.03% |
23,231
+3,962
| +21% | +$141K |
|
527
Campbell Soup
CPB
$6.87B
| $874K | 0.03% |
18,070
+3,018
| +20% | +$146K |
|
528
Omega Healthcare
OHI
$14.7B
| $873K | 0.03% |
24,043
+4,133
| +21% | +$140K |
|
529
Liberty Media Series C
FWONK
$25.8B
| $872K | 0.03% |
21,168
+3,521
| +20% | +$136K |
|
530
Lumen
LUMN
$6.44B
| $872K | 0.03% |
89,400
+14,704
| +20% | +$145K |
|
531
Molson Coors Class B
TAP
$8.09B
| $872K | 0.03% |
19,294
+3,089
| +19% | +$127K |
|
532
Assurant
AIZ
$14.3B
| $870K | 0.03% |
6,388
+1,097
| +21% | +$142K |
|
533
Fox Class A
FOXA
$26.9B
| $858K | 0.03% |
29,452
+6,396
| +28% | +$179K |
|
534
Apollo Global Management
APO
$73.4B
| $850K | 0.03% |
17,355
+3,132
| +22% | +$140K |
|
535
Reinsurance Group of America
RGA
$16.1B
| $848K | 0.03% |
7,318
+1,231
| +20% | +$137K |
|
536
Iron Mountain
IRM
$36.1B
| $845K | 0.03% |
28,679
+4,470
| +18% | +$124K |
|
537
Neurocrine Biosciences
NBIX
$16.6B
| $844K | 0.03% |
8,804
+1,577
| +22% | +$152K |
|
538
UGI
UGI
$7.33B
| $833K | 0.03% |
23,828
+5,019
| +27% | +$176K |
|
539
NRG Energy
NRG
$24.8B
| $832K | 0.03% |
22,145
+4,438
| +25% | +$146K |
|
540
DraftKings
DKNG
$11.9B
| $830K | 0.03% |
+17,833
| New | +$849K |
|
541
NiSource
NI
$20.4B
| $819K | 0.03% |
35,710
+8,608
| +32% | +$201K |
|
542
Regency Centers
REG
$14.1B
| $813K | 0.03% |
17,838
+3,781
| +27% | +$163K |
|
543
Zillow
ZG
$7.63B
| $811K | 0.03% |
+5,963
| New | +$672K |
|
544
Owens Corning
OC
$12.4B
| $810K | 0.03% |
10,697
+2,670
| +33% | +$195K |
|
545
RenaissanceRe
RNR
$13.4B
| $803K | 0.03% |
4,845
+928
| +24% | +$158K |
|
|
JNPR
546
DELISTED
Juniper Networks
JNPR
| $789K | 0.03% |
35,033
+6,935
| +25% | +$151K |
|
547
Aramark
ARMK
$14.7B
| $783K | 0.02% |
28,171
-273
| -1% | -$6.54K |
|
548
Dynatrace
DT
$14.2B
| $783K | 0.02% |
18,092
+3,639
| +25% | +$145K |
|
549
Pinnacle West Capital
PNW
$12.2B
| $782K | 0.02% |
9,780
+1,708
| +21% | +$141K |
|
|
DISH
550
DELISTED
DISH Network Corp.
DISH
| $781K | 0.02% |
24,144
+4,125
| +21% | +$127K |
|
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UM
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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.