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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
(+32%)
Cap. Flow
+$435M
Cap. Flow
% of AUM
13.82%
Top 10 Holdings %
Top 10 Hldgs %
26.56%
Holding
613
New
18
Increased
545
Reduced
26
Closed
18
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$25.8M |
| 2 |
Microsoft
MSFT
|
+$20.9M |
| 3 |
Amazon
AMZN
|
+$18.9M |
| 4 |
Meta Platforms (Facebook)
META
|
+$9.02M |
| 5 |
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 |
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 | |
|---|---|---|---|---|---|---|
176
Public Storage
PSA
$61.3B
| $3.52M | 0.11% |
15,230
+2,214
| +17% | +$508K |
|
177
Marriott International
MAR
$92.3B
| $3.51M | 0.11% |
26,573
+4,179
| +19% | +$477K |
|
178
eBay
EBAY
$49.8B
| $3.5M | 0.11% |
69,724
+9,582
| +16% | +$489K |
|
179
Sysco
SYY
$40.3B
| $3.48M | 0.11% |
46,925
+6,939
| +17% | +$477K |
|
180
Veeva Systems
VEEV
$37.4B
| $3.48M | 0.11% |
12,770
+1,722
| +16% | +$482K |
|
181
General Mills
GIS
$19.7B
| $3.45M | 0.11% |
58,634
+8,894
| +18% | +$538K |
|
182
Travelers Companies
TRV
$80.2B
| $3.44M | 0.11% |
24,536
+3,771
| +18% | +$484K |
|
183
HP
HPQ
$27.5B
| $3.42M | 0.11% |
138,992
+21,391
| +18% | +$449K |
|
184
Centene
CNC
$32.5B
| $3.38M | 0.11% |
56,369
+8,294
| +17% | +$527K |
|
185
Parker-Hannifin
PH
$135B
| $3.38M | 0.11% |
12,418
+1,831
| +17% | +$453K |
|
186
Roku
ROKU
$22.7B
| $3.37M | 0.11% |
10,150
+1,951
| +24% | +$512K |
|
187
Allstate
ALL
$67.5B
| $3.35M | 0.11% |
30,487
+4,452
| +17% | +$438K |
|
188
T. Rowe Price
TROW
$24.3B
| $3.34M | 0.11% |
22,089
+3,141
| +17% | +$449K |
|
189
DexCom
DXCM
$32B
| $3.34M | 0.11% |
36,104
+5,760
| +19% | +$514K |
|
|
ALXN
190
DELISTED
Alexion Pharmaceuticals
ALXN
| $3.33M | 0.11% |
21,297
+3,360
| +19% | +$432K |
|
|
INFO
191
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $3.32M | 0.11% |
36,987
+5,258
| +17% | +$455K |
|
192
Palo Alto Networks
PANW
$297B
| $3.32M | 0.11% |
56,040
+8,562
| +18% | +$400K |
|
|
XLNX
193
DELISTED
Xilinx Inc
XLNX
| $3.32M | 0.11% |
23,413
+3,070
| +15% | +$399K |
|
|
BNY
194
Bank of New York Mellon
BNY
$107B
| $3.32M | 0.11% |
78,159
+11,639
| +17% | +$447K |
|
195
Ford
F
$55.7B
| $3.3M | 0.1% |
375,416
+51,982
| +16% | +$435K |
|
196
IQVIA
IQV
$39.3B
| $3.29M | 0.1% |
18,380
+2,489
| +16% | +$419K |
|
197
O'Reilly Automotive
ORLY
$76.3B
| $3.29M | 0.1% |
108,990
+16,290
| +18% | +$492K |
|
198
PPG Industries
PPG
$26.6B
| $3.29M | 0.1% |
22,788
+2,840
| +14% | +$395K |
|
199
Microchip Technology
MCHP
$46B
| $3.28M | 0.1% |
47,558
+7,668
| +19% | +$477K |
|
200
Xcel Energy
XEL
$48.8B
| $3.24M | 0.1% |
48,661
+7,363
| +18% | +$513K |
|
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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.