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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
-16.57%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$2.23B
AUM Growth
-$601M
Cap. Flow
-$85.7M
Cap. Flow %
-3.84%
Top 10 Hldgs %
24.64%
Holding
612
New
2
Increased
50
Reduced
552
Closed
8

Top Buys

Rank Stock Value
1
IR icon
Ingersoll Rand
IR
+$952K
2
CNC icon
Centene
CNC
+$882K
3
PLD icon
Prologis
PLD
+$842K
4
UBER icon
Uber
UBER
+$745K
5
TYL icon
Tyler Technologies
TYL
+$591K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.12M
2
MSFT icon
Microsoft
MSFT
+$4.05M
3
AMZN icon
Amazon
AMZN
+$2.03M
4
WCG
Wellcare Health Plans, Inc.
WCG
+$1.65M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.58M

Sector Composition

Rank Sector Weight
1 Technology 23.04%
2 Healthcare 14.86%
3 Financials 13.73%
4 Communication Services 10.72%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CME icon
76
CME Group
CME
$94.8B
$6.19M 0.28%
35,588
-1,245
-3% -$248K
CCI icon
77
Crown Castle
CCI
$32.2B
$6.13M 0.27%
41,417
-1,532
-4% -$228K
ELV icon
78
Elevance Health
ELV
$85.5B
$6.11M 0.27%
26,478
-975
-4% -$266K
INTU icon
79
Intuit
INTU
$89B
$6.1M 0.27%
25,617
-938
-4% -$254K
DUK icon
80
Duke Energy
DUK
$97.3B
$6.08M 0.27%
72,879
-2,154
-3% -$198K
SO icon
81
Southern Company
SO
$107B
$5.99M 0.27%
103,229
-3,030
-3% -$192K
BDX icon
82
Becton Dickinson
BDX
$48.2B
$5.98M 0.27%
27,517
-1,015
-4% -$251K
ADP icon
83
Automatic Data Processing
ADP
$108B
$5.93M 0.27%
43,038
-1,565
-4% -$252K
VRTX icon
84
Vertex Pharmaceuticals
VRTX
$126B
$5.91M 0.26%
25,475
-943
-4% -$216K
BKNG icon
85
Booking.com
BKNG
$161B
$5.89M 0.26%
112,600
-4,200
-4% -$295K
BIIB icon
86
Biogen
BIIB
$30.7B
$5.83M 0.26%
18,441
-1,222
-6% -$371K
ISRG icon
87
Intuitive Surgical
ISRG
$134B
$5.82M 0.26%
34,629
-978
-3% -$179K
TJX icon
88
TJX Companies
TJX
$178B
$5.75M 0.26%
120,813
-4,393
-4% -$253K
EQIX icon
89
Equinix
EQIX
$103B
$5.72M 0.26%
8,865
+168
+2% +$101K
USB icon
90
US Bancorp
USB
$99.6B
$5.65M 0.25%
157,582
-5,724
-4% -$276K
FISV
91
Fiserv Inc
FISV
$27.9B
$5.59M 0.25%
56,896
-2,070
-4% -$230K
NOW icon
92
ServiceNow
NOW
$129B
$5.52M 0.25%
96,310
+1,715
+2% +$107K
GS icon
93
Goldman Sachs
GS
$303B
$5.5M 0.25%
34,434
-1,268
-4% -$269K
ZTS icon
94
Zoetis
ZTS
$30B
$5.49M 0.25%
47,022
-1,789
-4% -$236K
SYK icon
95
Stryker
SYK
$130B
$5.4M 0.24%
33,148
-1,206
-4% -$236K
CL icon
96
Colgate-Palmolive
CL
$74.4B
$5.4M 0.24%
81,071
-2,840
-3% -$200K
BLK icon
97
Blackrock
BLK
$176B
$5.27M 0.24%
11,574
-433
-4% -$213K
AMD icon
98
Advanced Micro Devices
AMD
$789B
$5.07M 0.23%
105,865
-2,356
-2% -$113K
ICE icon
99
Intercontinental Exchange
ICE
$84.4B
$4.92M 0.22%
58,709
-2,075
-3% -$188K
MU icon
100
Micron Technology
MU
$991B
$4.89M 0.22%
109,875
-4,095
-4% -$213K
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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NMO
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IFM Investors's Q1 2020 Portfolio in Review

As of Q1 2020, IFM Investors held 612 positions worth $2.23B, down 21% from $2.83B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

IFM Investors withdrew a net $85.7M in Q1 2020, closing 8 positions and reducing 552 holdings. Its most notable exit was Wellcare Health Plans, Inc., an estimated $1.65M position sold in full.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Healthcare and Financials.

Against the trend, IFM Investors opened a new position in Ingersoll Rand worth $712K.

  • IFM Investors's largest Q1 2020 buy was Ingersoll Rand: 29,966 shares worth $712K.
  • IFM Investors added most to Centene in Q1 2020, an estimated $882K increase.
  • IFM Investors's biggest Q1 2020 reduction was Apple, cutting an estimated $6.12M.
  • IFM Investors fully exited Wellcare Health Plans, Inc. in Q1 2020, selling an estimated $1.65M.
  • IFM Investors's ten largest holdings make up 25% of its $2.23B portfolio in Q1 2020.
  • IFM Investors opened 2 new positions and closed 8 in Q1 2020.
  • IFM Investors's portfolio value fell 21% quarter-over-quarter to $2.23B.

Based on IFM Investors's 13F filing for Q1 2020, filed 9 Apr 2020.