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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
Cap. Flow
+$435M
Cap. Flow %
13.82%
Top 10 Hldgs %
26.56%
Holding
613
New
18
Increased
545
Reduced
26
Closed
18

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$25.8M
2
MSFT icon
Microsoft
MSFT
+$20.9M
3
AMZN icon
Amazon
AMZN
+$18.9M
4
META icon
Meta Platforms (Facebook)
META
+$9.02M
5
GOOGL icon
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
NOC icon
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
DUK icon
101
Duke Energy
DUK
$97.3B
$6.34M 0.2%
69,234
+8,983
+15% +$831K
CME icon
102
CME Group
CME
$94.8B
$6.29M 0.2%
34,564
+5,107
+17% +$869K
FISV
103
Fiserv Inc
FISV
$27.9B
$6.27M 0.2%
55,045
+7,908
+17% +$852K
ITW icon
104
Illinois Tool Works
ITW
$84.5B
$6.25M 0.2%
30,639
+4,348
+17% +$889K
GPN icon
105
Global Payments
GPN
$22.8B
$6.22M 0.2%
28,863
+4,191
+17% +$782K
TFC icon
106
Truist Financial
TFC
$64B
$6.22M 0.2%
129,719
+19,236
+17% +$871K
FDX icon
107
FedEx
FDX
$75.4B
$6.16M 0.2%
23,728
+3,555
+18% +$985K
USB icon
108
US Bancorp
USB
$99.6B
$6.12M 0.19%
131,454
+18,873
+17% +$799K
SO icon
109
Southern Company
SO
$107B
$6.11M 0.19%
99,464
+14,913
+18% +$897K
PNC icon
110
PNC Financial Services
PNC
$101B
$6.11M 0.19%
40,978
+5,572
+16% +$712K
ICE icon
111
Intercontinental Exchange
ICE
$84.4B
$6.1M 0.19%
52,880
+7,568
+17% +$785K
EQIX icon
112
Equinix
EQIX
$103B
$6.1M 0.19%
8,535
+1,244
+17% +$926K
D icon
113
Dominion Energy
D
$59.3B
$6.03M 0.19%
80,236
+12,193
+18% +$969K
VRTX icon
114
Vertex Pharmaceuticals
VRTX
$126B
$5.9M 0.19%
24,974
+2,997
+14% +$688K
SHW icon
115
Sherwin-Williams
SHW
$89.8B
$5.85M 0.19%
23,883
+3,390
+17% +$804K
NSC icon
116
Norfolk Southern
NSC
$75.1B
$5.79M 0.18%
24,369
+3,524
+17% +$802K
EL icon
117
Estee Lauder
EL
$32B
$5.76M 0.18%
21,639
+3,133
+17% +$754K
MRSH
118
Marsh
MRSH
$91.5B
$5.71M 0.18%
48,840
+6,946
+17% +$789K
APD icon
119
Air Products & Chemicals
APD
$67.6B
$5.67M 0.18%
20,747
+2,913
+16% +$820K
ZM icon
120
Zoom
ZM
$30.6B
$5.63M 0.18%
16,693
+3,576
+27% +$1.59M
PGR icon
121
Progressive
PGR
$125B
$5.57M 0.18%
56,370
+8,277
+17% +$783K
EW icon
122
Edwards Lifesciences
EW
$51.7B
$5.48M 0.17%
60,019
+8,834
+17% +$733K
ECL icon
123
Ecolab
ECL
$79.9B
$5.39M 0.17%
24,892
+3,656
+17% +$764K
PM icon
124
Philip Morris
PM
$295B
$5.32M 0.17%
64,252
+18,837
+41% +$1.47M
ADI icon
125
Analog Devices
ADI
$190B
$5.25M 0.17%
35,545
+4,528
+15% +$601K
3 4
5
6 7

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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.