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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
CHTR icon
76
Charter Communications
CHTR
$18.8B
$7.78M 0.27%
16,029
-928
-5% -$427K
TJX icon
77
TJX Companies
TJX
$179B
$7.64M 0.27%
125,206
-6,310
-5% -$373K
ADP icon
78
Automatic Data Processing
ADP
$109B
$7.61M 0.27%
44,603
-2,172
-5% -$360K
BDX icon
79
Becton Dickinson
BDX
$48.8B
$7.57M 0.27%
28,532
-1,315
-4% -$328K
COP icon
80
ConocoPhillips
COP
$142B
$7.56M 0.27%
116,265
-6,562
-5% -$386K
PNC icon
81
PNC Financial Services
PNC
$101B
$7.41M 0.26%
46,387
-2,562
-5% -$385K
CME icon
82
CME Group
CME
$95B
$7.39M 0.26%
36,833
-1,658
-4% -$340K
SPGI icon
83
S&P Global
SPGI
$119B
$7.34M 0.26%
26,874
+413
+2% +$107K
SYK icon
84
Stryker
SYK
$129B
$7.21M 0.25%
34,354
-1,631
-5% -$339K
ISRG icon
85
Intuitive Surgical
ISRG
$132B
$7.02M 0.25%
35,607
-1,674
-4% -$313K
INTU icon
86
Intuit
INTU
$88.1B
$6.96M 0.25%
26,555
-1,263
-5% -$330K
D icon
87
Dominion Energy
D
$58.8B
$6.92M 0.24%
83,579
-2,920
-3% -$239K
DUK icon
88
Duke Energy
DUK
$96.6B
$6.84M 0.24%
75,033
-3,240
-4% -$297K
FISV
89
Fiserv Inc
FISV
$28.9B
$6.82M 0.24%
58,966
-2,708
-4% -$299K
SO icon
90
Southern Company
SO
$107B
$6.77M 0.24%
106,259
-4,884
-4% -$303K
TGT icon
91
Target
TGT
$66.8B
$6.77M 0.24%
52,776
-2,554
-5% -$300K
RTN
92
DELISTED
Raytheon Company
RTN
$6.77M 0.24%
30,789
+669
+2% +$141K
MS icon
93
Morgan Stanley
MS
$336B
$6.67M 0.24%
130,522
-7,592
-5% -$359K
BSX icon
94
Boston Scientific
BSX
$71.4B
$6.47M 0.23%
143,184
-6,783
-5% -$284K
ZTS icon
95
Zoetis
ZTS
$32.4B
$6.46M 0.23%
48,811
-2,336
-5% -$290K
MU icon
96
Micron Technology
MU
$996B
$6.13M 0.22%
113,970
-4,956
-4% -$237K
CCI icon
97
Crown Castle
CCI
$32.7B
$6.11M 0.22%
42,949
-2,046
-5% -$279K
MRSH
98
Marsh
MRSH
$92.2B
$6.1M 0.22%
54,781
+489
+0.9% +$51.1K
BLK icon
99
Blackrock
BLK
$175B
$6.04M 0.21%
12,007
-597
-5% -$283K
ITW icon
100
Illinois Tool Works
ITW
$84.8B
$5.98M 0.21%
33,300
-1,573
-5% -$267K
2 3
4
5 6

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
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RFC
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GF
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Verition Fund 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.