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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
+11.45%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$2.38B
AUM Growth
+$440M
Cap. Flow
+$257M
Cap. Flow %
10.76%
Top 10 Hldgs %
27.03%
Holding
597
New
6
Increased
575
Reduced
10
Closed
2

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$15.9M
2
MSFT icon
Microsoft
MSFT
+$13.5M
3
AMZN icon
Amazon
AMZN
+$12.4M
4
META icon
Meta Platforms (Facebook)
META
+$5.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.12M

Top Sells

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$1.84M
2
NOC icon
Northrop Grumman
NOC
+$1.03M
3
GD icon
General Dynamics
GD
+$685K
4
TDG icon
TransDigm Group
TDG
+$420K
5
DINO icon
HF Sinclair
DINO
+$299K

Sector Composition

Rank Sector Weight
1 Technology 26.17%
2 Healthcare 14.06%
3 Financials 12.26%
4 Consumer Discretionary 12.22%
5 Communication Services 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
51
Oracle
ORCL
$423B
$10.3M 0.43%
172,460
+5,896
+4% +$335K
UPS icon
52
United Parcel Service
UPS
$88.9B
$9.72M 0.41%
58,337
+6,893
+13% +$1M
HON icon
53
Honeywell
HON
$78B
$9.61M 0.4%
61,909
+6,010
+11% +$893K
AMT icon
54
American Tower
AMT
$80.4B
$8.92M 0.37%
36,900
+4,347
+13% +$1.1M
IBM icon
55
IBM
IBM
$224B
$8.89M 0.37%
76,447
+8,061
+12% +$949K
SBUX icon
56
Starbucks
SBUX
$120B
$8.42M 0.35%
98,016
+10,652
+12% +$850K
AMD icon
57
Advanced Micro Devices
AMD
$789B
$7.98M 0.33%
97,323
+11,326
+13% +$841K
NOW icon
58
ServiceNow
NOW
$129B
$7.67M 0.32%
79,070
+9,245
+13% +$826K
WFC icon
59
Wells Fargo
WFC
$264B
$7.64M 0.32%
324,858
+35,166
+12% +$867K
MMM icon
60
3M
MMM
$94.3B
$7.57M 0.32%
56,507
+6,015
+12% +$809K
C icon
61
Citigroup
C
$226B
$7.52M 0.32%
174,540
+18,029
+12% +$898K
CHTR icon
62
Charter Communications
CHTR
$18.2B
$7.51M 0.31%
12,029
+1,128
+10% +$666K
FIS icon
63
Fidelity National Information Services
FIS
$22.1B
$7.49M 0.31%
50,906
+5,581
+12% +$807K
RTX icon
64
RTX Corp
RTX
$301B
$7.35M 0.31%
127,689
+15,866
+14% +$966K
SPGI icon
65
S&P Global
SPGI
$120B
$7.19M 0.3%
19,948
+1,975
+11% +$697K
BLK icon
66
Blackrock
BLK
$176B
$7.07M 0.3%
12,547
+1,308
+12% +$746K
INTU icon
67
Intuit
INTU
$89B
$6.99M 0.29%
21,412
+2,260
+12% +$707K
ISRG icon
68
Intuitive Surgical
ISRG
$134B
$6.94M 0.29%
29,361
+3,765
+15% +$845K
MDLZ icon
69
Mondelez International
MDLZ
$79.9B
$6.83M 0.29%
118,929
+13,059
+12% +$727K
CAT icon
70
Caterpillar
CAT
$387B
$6.71M 0.28%
44,958
+4,134
+10% +$581K
GILD icon
71
Gilead Sciences
GILD
$165B
$6.54M 0.27%
103,428
+10,582
+11% +$734K
TGT icon
72
Target
TGT
$68B
$6.49M 0.27%
41,254
+3,872
+10% +$531K
ZTS icon
73
Zoetis
ZTS
$30B
$6.47M 0.27%
39,137
+4,100
+12% +$630K
CVS icon
74
CVS Health
CVS
$122B
$6.27M 0.26%
107,338
+11,715
+12% +$729K
ZM icon
75
Zoom
ZM
$30.6B
$6.17M 0.26%
13,117
+5,170
+65% +$1.65M
1 2
3
4 5

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IA
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AT
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UM
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FCAS
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RFC
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GF
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Verition Fund Management
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NMO
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IFM Investors's Q3 2020 Portfolio in Review

As of Q3 2020, IFM Investors held 597 positions worth $2.38B, up 23% from $1.94B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

IFM Investors deployed $257M of net new capital in Q3 2020, opening 6 new positions and adding to 575 existing holdings. Its largest new stake was Match Group: 20,176 shares worth $2.23M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Lockheed Martin, an estimated $1.84M trimmed.

  • IFM Investors's largest Q3 2020 buy was Match Group: 20,176 shares worth $2.23M.
  • IFM Investors added most to Apple in Q3 2020, an estimated $15.9M increase.
  • IFM Investors's biggest Q3 2020 reduction was Lockheed Martin, cutting an estimated $1.84M.
  • IFM Investors fully exited HF Sinclair in Q3 2020, selling an estimated $299K.
  • IFM Investors's ten largest holdings make up 27% of its $2.38B portfolio in Q3 2020.
  • IFM Investors opened 6 new positions and closed 2 in Q3 2020.
  • IFM Investors's portfolio value rose 23% quarter-over-quarter to $2.38B.

Based on IFM Investors's 13F filing for Q3 2020, filed 16 Oct 2020.