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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
RPM icon
551
RPM International
RPM
$14.8B
$712K 0.03%
+9,271
New +$672K
AXTA icon
552
Axalta
AXTA
$8.03B
$711K 0.03%
23,402
-1,870
-7% -$55.1K
NWL icon
553
Newell Brands
NWL
$2.56B
$710K 0.03%
36,936
-3,410
-8% -$65.7K
SEE
554
DELISTED
Sealed Air
SEE
$705K 0.02%
17,690
-1,674
-9% -$66.3K
FLS icon
555
Flowserve
FLS
$10B
$704K 0.02%
14,137
-1,464
-9% -$70.1K
UNM icon
556
Unum
UNM
$14.2B
$704K 0.02%
24,139
+4,362
+22% +$127K
CPRI icon
557
Capri Holdings
CPRI
$1.7B
$702K 0.02%
18,405
-970
-5% -$33.5K
SABR icon
558
Sabre
SABR
$886M
$699K 0.02%
31,155
-3,049
-9% -$67.6K
TPR icon
559
Tapestry
TPR
$32.7B
$696K 0.02%
25,789
-2,172
-8% -$56.6K
BKI
560
DELISTED
Black Knight, Inc. Common Stock
BKI
$694K 0.02%
+10,757
New +$666K
FOX icon
561
Fox Class B
FOX
$23.2B
$687K 0.02%
18,862
-770
-4% -$25.9K
BAH icon
562
Booz Allen Hamilton
BAH
$8.89B
$682K 0.02%
+9,588
New +$683K
SLG icon
563
SL Green Realty
SLG
$3.86B
$681K 0.02%
7,659
-268
-3% -$22K
PBCT
564
DELISTED
People's United Financial Inc
PBCT
$681K 0.02%
40,299
+984
+3% +$16.1K
BRO icon
565
Brown & Brown
BRO
$23.8B
$679K 0.02%
+17,207
New +$646K
MDB icon
566
MongoDB
MDB
$29.8B
$664K 0.02%
5,049
-253
-5% -$33.2K
OHI icon
567
Omega Healthcare
OHI
$14.8B
$656K 0.02%
+15,500
New +$656K
HEI icon
568
HEICO Corp
HEI
$50.8B
$646K 0.02%
5,655
-1
-0% -$123
WBD icon
569
Warner Bros
WBD
$66.2B
$641K 0.02%
19,564
– –
HEI.A icon
570
HEICO Corp Class A
HEI.A
$36.9B
$628K 0.02%
7,009
-246
-3% -$23.4K
XRX icon
571
Xerox
XRX
$424M
$627K 0.02%
17,019
-1,696
-9% -$59.3K
Z icon
572
Zillow
Z
$7.52B
$622K 0.02%
13,536
-732
-5% -$27.3K
HBI
573
DELISTED
Hanesbrands
HBI
$588K 0.02%
39,570
-3,146
-7% -$47.8K
LEG icon
574
Leggett & Platt
LEG
$1.31B
$580K 0.02%
11,401
-1,397
-11% -$68.5K
AOS icon
575
A.O. Smith
AOS
$8.56B
$576K 0.02%
12,098
-497
-4% -$24.1K
21 22
23
24 25

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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
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Mawer Investment Management
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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.