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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
(+23%)
Cap. Flow
+$257M
Cap. Flow
% of AUM
10.76%
Top 10 Holdings %
Top 10 Hldgs %
27.03%
Holding
597
New
6
Increased
575
Reduced
10
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$15.9M |
| 2 |
Microsoft
MSFT
|
+$13.5M |
| 3 |
Amazon
AMZN
|
+$12.4M |
| 4 |
Meta Platforms (Facebook)
META
|
+$5.69M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$4.12M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lockheed Martin
LMT
|
+$1.84M |
| 2 |
Northrop Grumman
NOC
|
+$1.03M |
| 3 |
General Dynamics
GD
|
+$685K |
| 4 |
TransDigm Group
TDG
|
+$420K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Agilent Technologies
A
$41.2B
| $2.6M | 0.11% |
25,765
+2,821
| +12% | +$273K |
|
177
Cummins
CMI
$88.7B
| $2.56M | 0.11% |
12,138
+1,190
| +11% | +$237K |
|
178
MSCI
MSCI
$40.9B
| $2.51M | 0.11% |
7,047
+718
| +11% | +$261K |
|
179
KLA
KLAC
$259B
| $2.51M | 0.11% |
129,470
+13,120
| +11% | +$259K |
|
180
IQVIA
IQV
$39.3B
| $2.5M | 0.11% |
15,891
+1,648
| +12% | +$258K |
|
|
181
Northrop Grumman
NOC
$81.2B
| $2.5M | 0.1% |
7,915
-3,147
| -28% | -$1.03M |
|
|
INFO
182
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $2.49M | 0.1% |
31,729
+3,442
| +12% | +$274K |
|
183
Sysco
SYY
$40.3B
| $2.49M | 0.1% |
39,986
+4,171
| +12% | +$243K |
|
184
PACCAR
PCAR
$70.1B
| $2.49M | 0.1% |
43,746
+4,852
| +12% | +$272K |
|
185
Cadence Design Systems
CDNS
$93.4B
| $2.45M | 0.1% |
23,008
+2,305
| +11% | +$243K |
|
186
Allstate
ALL
$67.5B
| $2.45M | 0.1% |
26,035
+2,190
| +9% | +$204K |
|
187
Cintas
CTAS
$81.3B
| $2.45M | 0.1% |
29,440
+2,836
| +11% | +$219K |
|
188
Twilio
TWLO
$36.6B
| $2.45M | 0.1% |
9,904
+1,184
| +14% | +$292K |
|
|
SPLK
189
DELISTED
Splunk Inc
SPLK
| $2.44M | 0.1% |
12,984
+1,600
| +14% | +$319K |
|
190
PPG Industries
PPG
$26.6B
| $2.44M | 0.1% |
19,948
+1,927
| +11% | +$225K |
|
191
T. Rowe Price
TROW
$24.3B
| $2.43M | 0.1% |
18,948
+1,661
| +10% | +$220K |
|
192
Eversource Energy
ES
$27.2B
| $2.42M | 0.1% |
29,021
+3,148
| +12% | +$269K |
|
193
WEC Energy
WEC
$35.1B
| $2.4M | 0.1% |
24,788
+2,910
| +13% | +$271K |
|
194
Verisk Analytics
VRSK
$25B
| $2.38M | 0.1% |
12,817
+1,101
| +9% | +$202K |
|
195
MetLife
MET
$62.1B
| $2.37M | 0.1% |
63,688
+5,302
| +9% | +$201K |
|
196
Zimmer Biomet
ZBH
$18.4B
| $2.32M | 0.1% |
17,586
+1,981
| +13% | +$259K |
|
197
Yum! Brands
YUM
$41.1B
| $2.32M | 0.1% |
25,419
+2,894
| +13% | +$267K |
|
198
Consolidated Edison
ED
$39.9B
| $2.3M | 0.1% |
29,543
+3,304
| +13% | +$244K |
|
|
ANSS
199
DELISTED
Ansys
ANSS
| $2.3M | 0.1% |
7,015
+655
| +10% | +$205K |
|
200
AutoZone
AZO
$51.1B
| $2.29M | 0.1% |
1,943
+184
| +10% | +$217K |
|
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UM
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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.