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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 | |
|---|---|---|---|---|---|---|
201
Cummins
CMI
$88.7B
| $3.22M | 0.1% |
14,198
+2,060
| +17% | +$463K |
|
202
Yum! Brands
YUM
$41.1B
| $3.2M | 0.1% |
29,518
+4,099
| +16% | +$418K |
|
203
Trade Desk
TTD
$6.49B
| $3.2M | 0.1% |
39,920
+5,630
| +16% | +$425K |
|
204
American International
AIG
$41.3B
| $3.15M | 0.1% |
83,211
+12,467
| +18% | +$439K |
|
205
Altria Group
MO
$114B
| $3.14M | 0.1% |
76,477
+24,023
| +46% | +$965K |
|
206
Verisk Analytics
VRSK
$25B
| $3.11M | 0.1% |
14,968
+2,151
| +17% | +$418K |
|
207
Zimmer Biomet
ZBH
$18.4B
| $3.09M | 0.1% |
20,648
+3,062
| +17% | +$432K |
|
208
SBA Communications
SBAC
$19.5B
| $3.08M | 0.1% |
10,912
+1,623
| +17% | +$476K |
|
209
Cintas
CTAS
$81.3B
| $3.05M | 0.1% |
34,556
+5,116
| +17% | +$444K |
|
|
ANSS
210
DELISTED
Ansys
ANSS
| $3.02M | 0.1% |
8,290
+1,275
| +18% | +$427K |
|
211
Marvell Technology
MRVL
$196B
| $3.02M | 0.1% |
63,424
+8,910
| +16% | +$386K |
|
212
Carrier Global
CARR
$52.8B
| $3M | 0.1% |
79,673
+12,187
| +18% | +$441K |
|
213
CrowdStrike
CRWD
$218B
| $2.98M | 0.09% |
56,212
+9,524
| +20% | +$371K |
|
214
ResMed
RMD
$30.7B
| $2.96M | 0.09% |
13,929
+2,156
| +18% | +$430K |
|
215
Eversource Energy
ES
$27.2B
| $2.96M | 0.09% |
34,166
+5,145
| +18% | +$458K |
|
216
Prudential Financial
PRU
$41.8B
| $2.96M | 0.09% |
37,862
+4,534
| +14% | +$328K |
|
217
Phillips 66
PSX
$81.4B
| $2.95M | 0.09% |
42,213
+5,760
| +16% | +$338K |
|
218
SLB Ltd
SLB
$75B
| $2.95M | 0.09% |
135,016
+17,683
| +15% | +$334K |
|
219
Lockheed Martin
LMT
$136B
| $2.95M | 0.09% |
8,300
-140
| -2% | -$51.5K |
|
220
Pinterest
PINS
$13.4B
| $2.94M | 0.09% |
44,618
+12,504
| +39% | +$750K |
|
221
Aflac
AFL
$62.6B
| $2.94M | 0.09% |
66,057
+9,289
| +16% | +$380K |
|
222
PACCAR
PCAR
$70.1B
| $2.92M | 0.09% |
50,783
+7,037
| +16% | +$413K |
|
223
Hilton Worldwide
HLT
$71.5B
| $2.92M | 0.09% |
26,246
+3,617
| +16% | +$358K |
|
224
Okta
OKTA
$25.8B
| $2.92M | 0.09% |
11,476
+2,083
| +22% | +$495K |
|
225
Ball Corp
BALL
$16.8B
| $2.92M | 0.09% |
31,302
+4,324
| +16% | +$400K |
|
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UM
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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.