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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
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
USB icon
126
US Bancorp
USB
$99.6B
$4.04M 0.17%
112,581
+9,976
+10% +$365K
MELI icon
127
Mercado Libre
MELI
$92.3B
$3.99M 0.17%
3,690
+377
+11% +$409K
LRCX icon
128
Lam Research
LRCX
$390B
$3.98M 0.17%
119,940
+12,610
+12% +$434K
BIIB icon
129
Biogen
BIIB
$30.7B
$3.92M 0.16%
13,800
+796
+6% +$222K
PNC icon
130
PNC Financial Services
PNC
$101B
$3.89M 0.16%
35,406
+3,381
+11% +$364K
WM icon
131
Waste Management
WM
$91B
$3.8M 0.16%
33,546
+3,842
+13% +$425K
ILMN icon
132
Illumina
ILMN
$28.4B
$3.73M 0.16%
12,416
+1,264
+11% +$436K
ADI icon
133
Analog Devices
ADI
$190B
$3.62M 0.15%
31,017
+4,018
+15% +$470K
SCHW
134
Charles Schwab
SCHW
$187B
$3.45M 0.14%
95,273
+9,538
+11% +$332K
ROP icon
135
Roper Technologies
ROP
$39.8B
$3.44M 0.14%
8,698
+988
+13% +$411K
PM icon
136
Philip Morris
PM
$295B
$3.41M 0.14%
45,415
+14,079
+45% +$1.09M
BAX icon
137
Baxter International
BAX
$14.2B
$3.36M 0.14%
41,792
+5,080
+14% +$427K
LULU icon
138
lululemon athletica
LULU
$14.6B
$3.36M 0.14%
10,194
+1,091
+12% +$364K
DD icon
139
DuPont de Nemours
DD
$19.2B
$3.31M 0.14%
47,571
+4,801
+11% +$336K
EMR icon
140
Emerson Electric
EMR
$88.3B
$3.24M 0.14%
49,462
+4,562
+10% +$300K
LMT icon
141
Lockheed Martin
LMT
$136B
$3.23M 0.14%
8,440
-4,816
-36% -$1.84M
DLR icon
142
Digital Realty Trust
DLR
$71.7B
$3.22M 0.14%
21,963
+3,090
+16% +$463K
AEP icon
143
American Electric Power
AEP
$68.4B
$3.2M 0.13%
39,143
+4,128
+12% +$340K
LHX icon
144
L3Harris
LHX
$53.4B
$3.16M 0.13%
18,630
+2,255
+14% +$396K
EBAY icon
145
eBay
EBAY
$49.8B
$3.13M 0.13%
60,142
+1,787
+3% +$98.5K
DXCM icon
146
DexCom
DXCM
$32B
$3.13M 0.13%
30,344
+3,324
+12% +$347K
CTSH icon
147
Cognizant
CTSH
$26B
$3.12M 0.13%
44,981
+4,683
+12% +$305K
GM icon
148
General Motors
GM
$76.8B
$3.12M 0.13%
105,514
+11,140
+12% +$313K
EA
149
DELISTED
Electronic Arts
EA
$3.12M 0.13%
23,911
+2,512
+12% +$342K
VEEV icon
150
Veeva Systems
VEEV
$37.4B
$3.11M 0.13%
11,048
+1,445
+15% +$381K
4 5
6
7 8

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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.