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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
+4.48%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.76B
AUM Growth
+$202M
Cap. Flow
+$143M
Cap. Flow %
8.14%
Top 10 Hldgs %
20.83%
Holding
617
New
24
Increased
384
Reduced
43
Closed
6

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$5.24M
2
AAPL icon
Apple
AAPL
+$4.8M
3
AMZN icon
Amazon
AMZN
+$4.62M
4
DOW icon
Dow Inc
DOW
+$2.87M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.53M

Top Sells

Rank Stock Value
1
DD icon
DuPont de Nemours
DD
+$1.99M
2
LHX icon
L3Harris
LHX
+$1.25M
3
UTHR icon
United Therapeutics
UTHR
+$310K
4
MAT icon
Mattel
MAT
+$275K
5
GT icon
Goodyear
GT
+$263K

Sector Composition

Rank Sector Weight
1 Technology 19.2%
2 Financials 15.47%
3 Healthcare 13.61%
4 Consumer Discretionary 10.53%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTVA icon
226
Corteva
CTVA
$52.5B
$1.68M 0.1%
+56,910
New +$1.53M
A icon
227
Agilent Technologies
A
$39.9B
$1.68M 0.1%
22,515
+2,649
+13% +$196K
VRSN icon
228
VeriSign
VRSN
$26.5B
$1.67M 0.09%
7,968
+893
+13% +$175K
CERN
229
DELISTED
Cerner Corp
CERN
$1.66M 0.09%
22,630
+3,506
+18% +$237K
CPAY icon
230
Corpay
CPAY
$25.8B
$1.65M 0.09%
5,858
– –
MTB icon
231
M&T Bank
MTB
$36.5B
$1.64M 0.09%
9,635
+1,136
+13% +$188K
PPL
232
PPL Corp
PPL
$26.3B
$1.64M 0.09%
52,774
+9,109
+21% +$282K
EIX icon
233
Edison International
EIX
$26.3B
$1.63M 0.09%
24,225
+2,954
+14% +$183K
INFO
234
DELISTED
IHS Markit Ltd. Common Shares
INFO
$1.63M 0.09%
25,604
– –
ADM icon
235
Archer Daniels Midland
ADM
$37.4B
$1.63M 0.09%
39,845
+5,383
+16% +$223K
DTE icon
236
DTE Energy
DTE
$29.1B
$1.63M 0.09%
14,934
+1,687
+13% +$181K
PH icon
237
Parker-Hannifin
PH
$126B
$1.62M 0.09%
9,544
+1,095
+13% +$189K
SWK icon
238
Stanley Black & Decker
SWK
$15.6B
$1.6M 0.09%
11,072
+1,287
+13% +$181K
IDXX icon
239
Idexx Laboratories
IDXX
$46.1B
$1.6M 0.09%
5,796
+68
+1% +$16.8K
TSS
240
DELISTED
Total System Services, Inc.
TSS
$1.58M 0.09%
12,350
+1,500
+14% +$165K
AWK icon
241
American Water Works
AWK
$26.7B
$1.57M 0.09%
13,555
+1,594
+13% +$176K
SYF icon
242
Synchrony
SYF
$25.8B
$1.56M 0.09%
45,084
– –
ALGN icon
243
Align Technology
ALGN
$12.5B
$1.56M 0.09%
5,695
+637
+13% +$192K
CNC icon
244
Centene
CNC
$33.1B
$1.54M 0.09%
29,302
+3,720
+15% +$201K
STT icon
245
State Street
STT
$51.4B
$1.53M 0.09%
27,325
+3,858
+16% +$240K
LULU icon
246
lululemon athletica
LULU
$14B
$1.52M 0.09%
8,427
+1,711
+25% +$297K
MSCI icon
247
MSCI
MSCI
$41.6B
$1.5M 0.09%
6,303
+794
+14% +$178K
FE icon
248
FirstEnergy
FE
$27.7B
$1.5M 0.09%
35,104
+2,194
+7% +$92.2K
VRSK icon
249
Verisk Analytics
VRSK
$24.6B
$1.5M 0.09%
10,255
– –
ROK icon
250
Rockwell Automation
ROK
$50.1B
$1.5M 0.08%
9,125
+1,156
+15% +$195K
8 9
10
11 12

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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
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
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 Q2 2019 Portfolio in Review

As of Q2 2019, IFM Investors held 617 positions worth $1.76B, up 13% from $1.56B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

IFM Investors deployed $143M of net new capital in Q2 2019, opening 24 new positions and adding to 384 existing holdings. Its largest new stake was Dow Inc: 54,290 shares worth $2.68M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 19% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was DuPont de Nemours, an estimated $1.99M trimmed.

  • IFM Investors's largest Q2 2019 buy was Dow Inc: 54,290 shares worth $2.68M.
  • IFM Investors added most to Microsoft in Q2 2019, an estimated $5.24M increase.
  • IFM Investors's biggest Q2 2019 reduction was DuPont de Nemours, cutting an estimated $1.99M.
  • IFM Investors fully exited L3Harris in Q2 2019, selling an estimated $1.25M.
  • IFM Investors's ten largest holdings make up 21% of its $1.76B portfolio in Q2 2019.
  • IFM Investors opened 24 new positions and closed 6 in Q2 2019.
  • IFM Investors's portfolio value rose 13% quarter-over-quarter to $1.76B.

Based on IFM Investors's 13F filing for Q2 2019, filed 16 Jul 2019.