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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
HUM icon
126
Humana
HUM
$46.2B
$5.25M 0.17%
12,791
+1,910
+18% +$794K
ILMN icon
127
Illumina
ILMN
$28.4B
$5.24M 0.17%
14,545
+2,129
+17% +$679K
GM icon
128
General Motors
GM
$76.8B
$5.17M 0.16%
124,117
+18,603
+18% +$723K
DG icon
129
Dollar General
DG
$27.9B
$5.09M 0.16%
24,208
+3,398
+16% +$726K
DD icon
130
DuPont de Nemours
DD
$19.2B
$5M 0.16%
56,018
+8,447
+18% +$663K
BSX icon
131
Boston Scientific
BSX
$71.5B
$4.99M 0.16%
138,928
+21,268
+18% +$767K
REGN icon
132
Regeneron Pharmaceuticals
REGN
$80.8B
$4.84M 0.15%
10,020
+1,739
+21% +$939K
MCO icon
133
Moody's
MCO
$82.7B
$4.74M 0.15%
16,342
+2,398
+17% +$671K
UBER icon
134
Uber
UBER
$153B
$4.71M 0.15%
92,252
+13,694
+17% +$614K
NEM icon
135
Newmont
NEM
$119B
$4.65M 0.15%
77,670
+11,513
+17% +$709K
EMR icon
136
Emerson Electric
EMR
$88.3B
$4.64M 0.15%
57,783
+8,321
+17% +$619K
WM icon
137
Waste Management
WM
$91B
$4.64M 0.15%
39,344
+5,798
+17% +$676K
KMB icon
138
Kimberly-Clark
KMB
$36.5B
$4.42M 0.14%
32,791
+5,007
+18% +$701K
SNAP icon
139
Snap
SNAP
$9.01B
$4.38M 0.14%
87,513
+15,410
+21% +$640K
COF icon
140
Capital One
COF
$134B
$4.37M 0.14%
44,253
+6,121
+16% +$520K
ROP icon
141
Roper Technologies
ROP
$39.8B
$4.37M 0.14%
10,125
+1,427
+16% +$586K
CTSH icon
142
Cognizant
CTSH
$26B
$4.3M 0.14%
52,419
+7,438
+17% +$566K
HCA icon
143
HCA Healthcare
HCA
$89.5B
$4.3M 0.14%
26,123
+3,842
+17% +$562K
TWLO icon
144
Twilio
TWLO
$36.6B
$4.27M 0.14%
12,607
+2,703
+27% +$845K
ROST icon
145
Ross Stores
ROST
$81.9B
$4.24M 0.13%
34,536
+4,927
+17% +$517K
BX icon
146
Blackstone
BX
$110B
$4.19M 0.13%
64,682
+9,509
+17% +$554K
COP icon
147
ConocoPhillips
COP
$141B
$4.17M 0.13%
104,269
+15,516
+17% +$572K
LULU icon
148
lululemon athletica
LULU
$14.6B
$4.15M 0.13%
11,926
+1,732
+17% +$601K
EXC icon
149
Exelon
EXC
$47B
$4.12M 0.13%
136,921
+19,968
+17% +$589K
TWTR
150
DELISTED
Twitter, Inc.
TWTR
$4.09M 0.13%
75,602
+12,199
+19% +$582K
4 5
6
7 8

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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.