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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
+14.76%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$3.15B
AUM Growth
+$762M
(+32%)
Cap. Flow
+$435M
Cap. Flow
% of AUM
13.82%
Top 10 Holdings %
Top 10 Hldgs %
26.56%
Holding
613
New
18
Increased
545
Reduced
26
Closed
18
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$25.8M |
| 2 |
Microsoft
MSFT
|
+$20.9M |
| 3 |
Amazon
AMZN
|
+$18.9M |
| 4 |
Meta Platforms (Facebook)
META
|
+$9.02M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$7.02M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ONC
BeOne Medicines Ltd
ONC
|
+$954K |
| 2 |
ETFC
E*Trade Financial Corporation
ETFC
|
+$927K |
| 3 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$858K |
| 4 |
Northrop Grumman
NOC
|
+$724K |
| 5 |
HDS
HD Supply Holdings, Inc.
HDS
|
+$567K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.23% |
| 2 | Healthcare | 13.43% |
| 3 | Financials | 12.89% |
| 4 | Consumer Discretionary | 12.42% |
| 5 | Communication Services | 11.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Mondelez International
MDLZ
$79.9B
| $8.06M | 0.26% |
137,845
+18,916
| +16% | +$1.08M |
|
77
Micron Technology
MU
$991B
| $8.02M | 0.26% |
106,737
+13,204
| +14% | +$796K |
|
78
American Express
AXP
$230B
| $7.99M | 0.25% |
66,106
+9,499
| +17% | +$1.05M |
|
79
Stryker
SYK
$130B
| $7.98M | 0.25% |
32,565
+4,756
| +17% | +$1.08M |
|
80
TJX Companies
TJX
$178B
| $7.9M | 0.25% |
115,730
+16,909
| +17% | +$1.03M |
|
81
Elevance Health
ELV
$85.5B
| $7.81M | 0.25% |
24,325
+3,567
| +17% | +$1.09M |
|
|
XYZ
82
Block Inc
XYZ
$47.5B
| $7.8M | 0.25% |
35,862
+5,970
| +20% | +$1.16M |
|
|
SCHW
83
Charles Schwab
SCHW
$187B
| $7.77M | 0.25% |
146,570
+51,297
| +54% | +$2.32M |
|
84
Deere & Co
DE
$168B
| $7.74M | 0.25% |
28,759
+4,087
| +17% | +$1.02M |
|
85
S&P Global
SPGI
$120B
| $7.67M | 0.24% |
23,348
+3,400
| +17% | +$1.15M |
|
86
Applied Materials
AMAT
$428B
| $7.64M | 0.24% |
88,571
+12,794
| +17% | +$946K |
|
87
Zoetis
ZTS
$30B
| $7.61M | 0.24% |
45,966
+6,829
| +17% | +$1.11M |
|
88
Cigna
CI
$74.6B
| $7.42M | 0.24% |
35,618
+5,134
| +17% | +$1.01M |
|
89
Automatic Data Processing
ADP
$108B
| $7.31M | 0.23% |
41,495
+6,081
| +17% | +$999K |
|
90
Mercado Libre
MELI
$92.3B
| $7.23M | 0.23% |
4,316
+626
| +17% | +$883K |
|
91
T-Mobile US
TMUS
$190B
| $7.23M | 0.23% |
53,599
+7,925
| +17% | +$979K |
|
92
Prologis
PLD
$133B
| $7.13M | 0.23% |
71,530
+10,460
| +17% | +$1.06M |
|
93
Gilead Sciences
GILD
$165B
| $7.06M | 0.22% |
121,190
+17,762
| +17% | +$1.07M |
|
94
Becton Dickinson
BDX
$48.2B
| $6.99M | 0.22% |
28,646
+4,194
| +17% | +$978K |
|
|
ATVI
95
DELISTED
Activision Blizzard
ATVI
| $6.88M | 0.22% |
74,054
+10,845
| +17% | +$881K |
|
96
Colgate-Palmolive
CL
$74.4B
| $6.73M | 0.21% |
78,718
+10,766
| +16% | +$890K |
|
97
Crown Castle
CCI
$32.2B
| $6.64M | 0.21% |
41,721
+7,427
| +22% | +$1.2M |
|
98
Lam Research
LRCX
$390B
| $6.63M | 0.21% |
140,500
+20,560
| +17% | +$865K |
|
99
CSX Corp
CSX
$93.1B
| $6.56M | 0.21% |
216,717
+31,299
| +17% | +$899K |
|
100
Autodesk
ADSK
$52.6B
| $6.44M | 0.2% |
21,089
+3,062
| +17% | +$807K |
|
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IFM Investors's Q4 2020 Portfolio in Review
As of Q4 2020, IFM Investors held 613 positions worth $3.15B, up 32% from $2.38B the previous quarter. Its ten largest holdings account for 27% of the portfolio.
IFM Investors deployed $435M of net new capital in Q4 2020, opening 18 new positions and adding to 545 existing holdings. Its largest new stake was Viatris: 115,809 shares worth $2.17M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Northrop Grumman, an estimated $724K trimmed.
- IFM Investors's largest Q4 2020 buy was Viatris: 115,809 shares worth $2.17M.
- IFM Investors added most to Apple in Q4 2020, an estimated $25.8M increase.
- IFM Investors's biggest Q4 2020 reduction was Northrop Grumman, cutting an estimated $724K.
- IFM Investors fully exited BeOne Medicines Ltd in Q4 2020, selling an estimated $954K.
- IFM Investors's ten largest holdings make up 27% of its $3.15B portfolio in Q4 2020.
- IFM Investors opened 18 new positions and closed 18 in Q4 2020.
- IFM Investors's portfolio value rose 32% quarter-over-quarter to $3.15B.
Based on IFM Investors's 13F filing for Q4 2020, filed 13 Jan 2021.