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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
+9.83%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$2.83B
AUM Growth
+$129M
Cap. Flow
-$101M
Cap. Flow %
-3.55%
Top 10 Hldgs %
22.2%
Holding
627
New
19
Increased
62
Reduced
525
Closed
17

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$3.7M
2
BX icon
Blackstone
BX
+$3.17M
3
TFC icon
Truist Financial
TFC
+$3.01M
4
RNG icon
RingCentral
RNG
+$1.16M
5
PODD icon
Insulet
PODD
+$972K

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$7.53M
2
AAPL icon
Apple
AAPL
+$6.48M
3
MSFT icon
Microsoft
MSFT
+$4.04M
4
STI
SunTrust Banks, Inc.
STI
+$3.33M
5
AMZN icon
Amazon
AMZN
+$2.83M

Sector Composition

Rank Sector Weight
1 Technology 20.88%
2 Financials 15.63%
3 Healthcare 13.73%
4 Communication Services 10.53%
5 Consumer Discretionary 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SRE icon
151
Sempra
SRE
$55.3B
$4.27M 0.15%
56,376
-2,602
-4% -$191K
MET icon
152
MetLife
MET
$61.9B
$4.25M 0.15%
83,376
-5,028
-6% -$243K
DOW icon
153
Dow Inc
DOW
$21.4B
$4.24M 0.15%
77,428
-4,183
-5% -$216K
HCA icon
154
HCA Healthcare
HCA
$88.7B
$4.22M 0.15%
28,584
-1,375
-5% -$185K
GD icon
155
General Dynamics
GD
$104B
$4.21M 0.15%
23,852
-2,339
-9% -$420K
MCO icon
156
Moody's
MCO
$83.8B
$4.14M 0.15%
17,453
-803
-4% -$178K
ADSK icon
157
Autodesk
ADSK
$50.7B
$4.13M 0.15%
22,539
-1,009
-4% -$164K
DG icon
158
Dollar General
DG
$28B
$4.13M 0.15%
26,480
-1,469
-5% -$233K
BAX icon
159
Baxter International
BAX
$14.1B
$4.13M 0.15%
49,362
-2,598
-5% -$215K
MPC icon
160
Marathon Petroleum
MPC
$86.9B
$4.12M 0.15%
68,427
-4,162
-6% -$260K
PRU icon
161
Prudential Financial
PRU
$41.7B
$3.93M 0.14%
41,962
-2,211
-5% -$203K
FDX icon
162
FedEx
FDX
$73.5B
$3.89M 0.14%
25,751
-1,258
-5% -$194K
ALL icon
163
Allstate
ALL
$68.1B
$3.86M 0.14%
34,298
-1,972
-5% -$215K
OXY icon
164
Occidental Petroleum
OXY
$53.5B
$3.82M 0.13%
92,786
-4,428
-5% -$177K
ROP icon
165
Roper Technologies
ROP
$39B
$3.75M 0.13%
10,597
-438
-4% -$151K
F icon
166
Ford
F
$56.3B
$3.75M 0.13%
403,136
-16,391
-4% -$147K
TRV icon
167
Travelers Companies
TRV
$79.8B
$3.67M 0.13%
26,825
-1,362
-5% -$185K
NEM icon
168
Newmont
NEM
$110B
$3.63M 0.13%
83,539
-3,508
-4% -$137K
CTSH icon
169
Cognizant
CTSH
$25.1B
$3.63M 0.13%
58,444
-3,763
-6% -$233K
VFC icon
170
VF Corp
VFC
$5.98B
$3.52M 0.12%
35,298
-1,490
-4% -$134K
ORLY icon
171
O'Reilly Automotive
ORLY
$76.3B
$3.48M 0.12%
119,295
-8,865
-7% -$254K
EBAY icon
172
eBay
EBAY
$49.4B
$3.48M 0.12%
96,382
+3,333
+4% +$121K
PSA icon
173
Public Storage
PSA
$61.1B
$3.46M 0.12%
16,258
-754
-4% -$167K
BX icon
174
Blackstone
BX
$109B
$3.42M 0.12%
+61,161
New +$3.17M
WELL icon
175
Welltower
WELL
$171B
$3.4M 0.12%
41,612
-1,944
-4% -$166K
5 6
7
8 9

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
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RFC
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GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
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Mawer Investment Management
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IFM Investors's Q4 2019 Portfolio in Review

As of Q4 2019, IFM Investors held 627 positions worth $2.83B, up 4.8% from $2.71B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

IFM Investors withdrew a net $101M in Q4 2019, closing 17 positions and reducing 525 holdings. Its most notable exit was Celgene Corp, an estimated $7.53M position sold in full.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 20% a quarter earlier, followed by Financials and Healthcare.

Against the trend, IFM Investors opened a new position in Blackstone worth $3.42M.

  • IFM Investors's largest Q4 2019 buy was Blackstone: 61,161 shares worth $3.42M.
  • IFM Investors added most to Bristol-Myers Squibb in Q4 2019, an estimated $3.7M increase.
  • IFM Investors's biggest Q4 2019 reduction was Apple, cutting an estimated $6.48M.
  • IFM Investors fully exited Celgene Corp in Q4 2019, selling an estimated $7.53M.
  • IFM Investors's ten largest holdings make up 22% of its $2.83B portfolio in Q4 2019.
  • IFM Investors opened 19 new positions and closed 17 in Q4 2019.
  • IFM Investors's portfolio value rose 4.8% quarter-over-quarter to $2.83B.

Based on IFM Investors's 13F filing for Q4 2019, filed 13 Jan 2020.