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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
(+23%)
Cap. Flow
+$257M
Cap. Flow
% of AUM
10.76%
Top 10 Holdings %
Top 10 Hldgs %
27.03%
Holding
597
New
6
Increased
575
Reduced
10
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$15.9M |
| 2 |
Microsoft
MSFT
|
+$13.5M |
| 3 |
Amazon
AMZN
|
+$12.4M |
| 4 |
Meta Platforms (Facebook)
META
|
+$5.69M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$4.12M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lockheed Martin
LMT
|
+$1.84M |
| 2 |
Northrop Grumman
NOC
|
+$1.03M |
| 3 |
General Dynamics
GD
|
+$685K |
| 4 |
TransDigm Group
TDG
|
+$420K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Prologis
PLD
$133B
| $6.14M | 0.26% |
61,070
+6,496
| +12% | +$651K |
|
77
Vertex Pharmaceuticals
VRTX
$126B
| $5.98M | 0.25% |
21,977
+3,093
| +16% | +$853K |
|
78
Boeing
BA
$185B
| $5.88M | 0.25% |
35,582
+5,171
| +17% | +$881K |
|
79
Booking.com
BKNG
$161B
| $5.84M | 0.25% |
85,400
+8,900
| +12% | +$625K |
|
80
Stryker
SYK
$130B
| $5.79M | 0.24% |
27,809
+3,006
| +12% | +$584K |
|
81
Crown Castle
CCI
$32.2B
| $5.71M | 0.24% |
34,294
+3,654
| +12% | +$603K |
|
82
American Express
AXP
$230B
| $5.67M | 0.24% |
56,607
+5,619
| +11% | +$553K |
|
83
Elevance Health
ELV
$85.5B
| $5.58M | 0.23% |
20,758
+2,153
| +12% | +$579K |
|
84
Becton Dickinson
BDX
$48.2B
| $5.55M | 0.23% |
24,452
+4,011
| +20% | +$986K |
|
85
Equinix
EQIX
$103B
| $5.54M | 0.23% |
7,291
+1,006
| +16% | +$761K |
|
86
TJX Companies
TJX
$178B
| $5.5M | 0.23% |
98,821
+9,700
| +11% | +$523K |
|
87
Deere & Co
DE
$168B
| $5.47M | 0.23% |
24,672
+2,758
| +13% | +$533K |
|
88
Goldman Sachs
GS
$303B
| $5.39M | 0.23% |
26,839
+2,766
| +11% | +$563K |
|
89
Dominion Energy
D
$59.3B
| $5.37M | 0.23% |
68,043
+8,339
| +14% | +$655K |
|
90
Duke Energy
DUK
$97.3B
| $5.34M | 0.22% |
60,251
+7,855
| +15% | +$647K |
|
91
Air Products & Chemicals
APD
$67.6B
| $5.31M | 0.22% |
17,834
+2,149
| +14% | +$618K |
|
92
Colgate-Palmolive
CL
$74.4B
| $5.24M | 0.22% |
67,952
+7,534
| +12% | +$574K |
|
93
T-Mobile US
TMUS
$190B
| $5.22M | 0.22% |
45,674
+6,355
| +16% | +$704K |
|
94
Cigna
CI
$74.6B
| $5.16M | 0.22% |
30,484
+3,021
| +11% | +$532K |
|
|
ATVI
95
DELISTED
Activision Blizzard
ATVI
| $5.12M | 0.21% |
63,209
+6,572
| +12% | +$533K |
|
96
Illinois Tool Works
ITW
$84.5B
| $5.08M | 0.21% |
26,291
+2,672
| +11% | +$508K |
|
97
FedEx
FDX
$75.4B
| $5.07M | 0.21% |
20,173
+2,149
| +12% | +$430K |
|
98
Automatic Data Processing
ADP
$108B
| $4.94M | 0.21% |
35,414
+3,562
| +11% | +$499K |
|
99
CME Group
CME
$94.8B
| $4.93M | 0.21% |
29,457
+3,049
| +12% | +$514K |
|
|
XYZ
100
Block Inc
XYZ
$47.5B
| $4.86M | 0.2% |
29,892
+3,905
| +15% | +$551K |
|
Similar funds
IA
AT
UM
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RFC
GF
NMO
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.