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II

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
FISV
101
Fiserv Inc
FISV
$27.9B
$4.86M 0.2%
47,137
+4,669
+11% +$465K
MRSH
102
Marsh
MRSH
$91.5B
$4.8M 0.2%
41,894
+4,670
+13% +$535K
CSX icon
103
CSX Corp
CSX
$93.1B
$4.8M 0.2%
185,418
+18,603
+11% +$459K
MS icon
104
Morgan Stanley
MS
$340B
$4.76M 0.2%
98,483
+9,656
+11% +$486K
SHW icon
105
Sherwin-Williams
SHW
$89.8B
$4.76M 0.2%
20,493
+2,034
+11% +$444K
REGN icon
106
Regeneron Pharmaceuticals
REGN
$80.8B
$4.64M 0.19%
8,281
+1,132
+16% +$686K
SO icon
107
Southern Company
SO
$107B
$4.58M 0.19%
84,551
+9,518
+13% +$509K
PGR icon
108
Progressive
PGR
$125B
$4.55M 0.19%
48,093
+4,917
+11% +$442K
ICE icon
109
Intercontinental Exchange
ICE
$84.4B
$4.53M 0.19%
45,312
+4,345
+11% +$428K
AMAT icon
110
Applied Materials
AMAT
$428B
$4.5M 0.19%
75,777
+7,895
+12% +$488K
HUM icon
111
Humana
HUM
$46.2B
$4.5M 0.19%
10,881
+1,090
+11% +$438K
BSX icon
112
Boston Scientific
BSX
$71.5B
$4.5M 0.19%
117,660
+14,456
+14% +$557K
GE icon
113
GE Aerospace
GE
$384B
$4.49M 0.19%
144,545
+15,233
+12% +$495K
NSC icon
114
Norfolk Southern
NSC
$75.1B
$4.46M 0.19%
20,845
+2,121
+11% +$426K
MU icon
115
Micron Technology
MU
$991B
$4.39M 0.18%
93,533
+11,670
+14% +$565K
GPN icon
116
Global Payments
GPN
$22.8B
$4.38M 0.18%
24,672
+2,406
+11% +$416K
DG icon
117
Dollar General
DG
$27.9B
$4.36M 0.18%
20,810
+2,102
+11% +$413K
ECL icon
118
Ecolab
ECL
$79.9B
$4.24M 0.18%
21,236
+1,991
+10% +$398K
TFC icon
119
Truist Financial
TFC
$64B
$4.2M 0.18%
110,483
+11,361
+11% +$428K
NEM icon
120
Newmont
NEM
$119B
$4.2M 0.18%
66,157
+6,875
+12% +$448K
ADSK icon
121
Autodesk
ADSK
$52.6B
$4.16M 0.17%
18,027
+1,977
+12% +$470K
KMB icon
122
Kimberly-Clark
KMB
$36.5B
$4.1M 0.17%
27,784
+2,626
+10% +$394K
EW icon
123
Edwards Lifesciences
EW
$51.7B
$4.09M 0.17%
51,185
+12,319
+32% +$961K
MCO icon
124
Moody's
MCO
$82.7B
$4.04M 0.17%
13,944
+1,518
+12% +$433K
EL icon
125
Estee Lauder
EL
$32B
$4.04M 0.17%
18,506
+2,170
+13% +$446K
3 4
5
6 7

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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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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.