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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
+1.93%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$2.71B
AUM Growth
+$946M
Cap. Flow
+$923M
Cap. Flow %
34.12%
Top 10 Hldgs %
21.09%
Holding
616
New
5
Increased
603
Reduced
–
Closed
8

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$37.3M
2
AAPL icon
Apple
AAPL
+$34.3M
3
AMZN icon
Amazon
AMZN
+$29.2M
4
META icon
Meta Platforms (Facebook)
META
+$17.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$14M

Top Sells

Rank Stock Value
1
WP
Worldpay, Inc.
WP
+$2.6M
2
APC
Anadarko Petroleum
APC
+$2.52M
3
RHT
Red Hat Inc
RHT
+$2.33M
4
TSS
Total System Services, Inc.
TSS
+$1.58M
5
LLL
L3 Technologies, Inc.
LLL
+$1.28M

Sector Composition

Rank Sector Weight
1 Technology 19.68%
2 Financials 15.44%
3 Healthcare 13.09%
4 Communication Services 10.47%
5 Consumer Discretionary 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRSK icon
226
Verisk Analytics
VRSK
$25B
$2.57M 0.1%
16,254
+5,999
+58% +$931K
CTAS icon
227
Cintas
CTAS
$81.3B
$2.57M 0.09%
38,316
+14,480
+61% +$927K
ADM icon
228
Archer Daniels Midland
ADM
$36.9B
$2.55M 0.09%
62,062
+22,217
+56% +$884K
GLW icon
229
Corning
GLW
$143B
$2.54M 0.09%
89,012
+31,508
+55% +$943K
IDXX icon
230
Idexx Laboratories
IDXX
$46.2B
$2.53M 0.09%
9,289
+3,493
+60% +$972K
ETR icon
231
Entergy
ETR
$50B
$2.51M 0.09%
42,828
+15,140
+55% +$828K
SWK icon
232
Stanley Black & Decker
SWK
$15.7B
$2.48M 0.09%
17,198
+6,126
+55% +$865K
MCHP icon
233
Microchip Technology
MCHP
$46B
$2.48M 0.09%
53,454
+19,044
+55% +$864K
HIG icon
234
Hartford Financial Services
HIG
$39.3B
$2.48M 0.09%
40,887
+14,446
+55% +$845K
CERN
235
DELISTED
Cerner Corp
CERN
$2.47M 0.09%
36,248
+13,618
+60% +$964K
CSGP icon
236
CoStar Group
CSGP
$12.3B
$2.45M 0.09%
41,340
+14,840
+56% +$888K
BALL icon
237
Ball Corp
BALL
$16.8B
$2.44M 0.09%
33,585
+9,450
+39% +$704K
ALXN
238
DELISTED
Alexion Pharmaceuticals
ALXN
$2.44M 0.09%
24,921
+8,927
+56% +$1.01M
PH icon
239
Parker-Hannifin
PH
$135B
$2.43M 0.09%
13,437
+3,893
+41% +$662K
SYF icon
240
Synchrony
SYF
$25.6B
$2.38M 0.09%
69,720
+24,636
+55% +$845K
KR icon
241
Kroger
KR
$34.8B
$2.38M 0.09%
92,169
+32,704
+55% +$761K
PXD
242
DELISTED
Pioneer Natural Resource Co.
PXD
$2.37M 0.09%
18,832
+6,801
+57% +$900K
AWK icon
243
American Water Works
AWK
$26.9B
$2.36M 0.09%
18,966
+5,411
+40% +$653K
PPL
244
PPL Corp
PPL
$26.7B
$2.34M 0.09%
74,448
+21,674
+41% +$655K
CMG icon
245
Chipotle Mexican Grill
CMG
$41.5B
$2.34M 0.09%
139,300
+39,400
+39% +$628K
SNPS icon
246
Synopsys
SNPS
$79.7B
$2.33M 0.09%
16,993
+6,109
+56% +$826K
FITB
247
Fifth Third Bancorp
FITB
$51.8B
$2.32M 0.09%
84,888
+31,440
+59% +$862K
XYZ
248
Block Inc
XYZ
$47.5B
$2.32M 0.09%
37,399
+14,073
+60% +$956K
REGN icon
249
Regeneron Pharmaceuticals
REGN
$80.8B
$2.32M 0.09%
8,349
+2,415
+41% +$715K
FTV icon
250
Fortive
FTV
$18.6B
$2.31M 0.09%
53,523
+19,643
+58% +$905K
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
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GF
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Verition Fund Management
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NMO
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IFM Investors's Q3 2019 Portfolio in Review

As of Q3 2019, IFM Investors held 616 positions worth $2.71B, up 54% from $1.76B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

IFM Investors deployed $923M of net new capital in Q3 2019, opening 5 new positions and adding to 603 existing holdings. Its largest new stake was L3Harris: 23,515 shares worth $4.91M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 19% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the most notable exit was Worldpay, Inc., an estimated $2.6M sold.

  • IFM Investors's largest Q3 2019 buy was L3Harris: 23,515 shares worth $4.91M.
  • IFM Investors added most to Microsoft in Q3 2019, an estimated $37.3M increase.
  • IFM Investors fully exited Worldpay, Inc. in Q3 2019, selling an estimated $2.6M.
  • IFM Investors's ten largest holdings make up 21% of its $2.71B portfolio in Q3 2019.
  • IFM Investors opened 5 new positions and closed 8 in Q3 2019.
  • IFM Investors's portfolio value rose 54% quarter-over-quarter to $2.71B.

Based on IFM Investors's 13F filing for Q3 2019, filed 1 Nov 2019.