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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
IBM icon
51
IBM
IBM
$222B
$12.3M 0.43%
95,623
-4,720
-5% -$613K
NEE icon
52
NextEra Energy
NEE
$179B
$11.9M 0.42%
197,080
-9,224
-4% -$539K
LLY icon
53
Eli Lilly
LLY
$1.04T
$11.9M 0.42%
90,181
-4,909
-5% -$569K
QCOM icon
54
Qualcomm
QCOM
$165B
$11.1M 0.39%
125,292
-5,901
-4% -$494K
SBUX icon
55
Starbucks
SBUX
$121B
$10.9M 0.38%
123,870
-6,895
-5% -$588K
MMM icon
56
3M
MMM
$93.9B
$10.5M 0.37%
71,176
-3,459
-5% -$484K
AMT icon
57
American Tower
AMT
$78.3B
$10.5M 0.37%
45,534
-2,198
-5% -$479K
DHR icon
58
Danaher
DHR
$140B
$10.1M 0.36%
74,398
-3,718
-5% -$470K
GE icon
59
GE Aerospace
GE
$396B
$10.1M 0.35%
180,673
-7,981
-4% -$412K
CVS icon
60
CVS Health
CVS
$126B
$9.92M 0.35%
133,532
-5,816
-4% -$408K
LOW icon
61
Lowe's Companies
LOW
$123B
$9.73M 0.34%
81,268
-4,724
-5% -$540K
USB icon
62
US Bancorp
USB
$100B
$9.68M 0.34%
163,306
-215
-0.1% -$12.4K
LMT icon
63
Lockheed Martin
LMT
$133B
$9.63M 0.34%
24,745
-2,371
-9% -$910K
BKNG icon
64
Booking.com
BKNG
$160B
$9.6M 0.34%
116,800
-1,225
-1% -$96.2K
FIS icon
65
Fidelity National Information Services
FIS
$22.1B
$9.27M 0.33%
66,635
+673
+1% +$90.2K
AXP icon
66
American Express
AXP
$236B
$9.05M 0.32%
72,722
-3,643
-5% -$435K
CAT icon
67
Caterpillar
CAT
$401B
$8.7M 0.31%
58,925
-3,302
-5% -$461K
MDLZ icon
68
Mondelez International
MDLZ
$79.9B
$8.6M 0.3%
156,058
+2,052
+1% +$110K
GILD icon
69
Gilead Sciences
GILD
$164B
$8.5M 0.3%
130,810
-6,491
-5% -$423K
UPS icon
70
United Parcel Service
UPS
$91.5B
$8.42M 0.3%
71,964
-3,226
-4% -$382K
ELV icon
71
Elevance Health
ELV
$84.8B
$8.29M 0.29%
27,453
-194
-0.7% -$53.4K
GS icon
72
Goldman Sachs
GS
$313B
$8.21M 0.29%
35,702
-350
-1% -$76K
PM icon
73
Philip Morris
PM
$294B
$8.13M 0.29%
95,603
– –
CI icon
74
Cigna
CI
$71.5B
$7.98M 0.28%
39,011
-1,825
-4% -$335K
TFC icon
75
Truist Financial
TFC
$64.6B
$7.78M 0.27%
138,143
+55,648
+67% +$3.01M
1 2
3
4 5

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IA
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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.