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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
+24.24%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.94B
AUM Growth
-$290M
(-13%)
Cap. Flow
-$678M
Cap. Flow
% of AUM
-34.89%
Top 10 Holdings %
Top 10 Hldgs %
26.25%
Holding
629
New
25
Increased
10
Reduced
556
Closed
38
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Otis Worldwide
OTIS
|
+$1.58M |
| 2 |
Zoom
ZM
|
+$1.43M |
| 3 |
Carrier Global
CARR
|
+$1.14M |
| 4 |
Moderna
MRNA
|
+$1.11M |
| 5 |
COUP
Coupa Software Incorporated
COUP
|
+$996K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$40.1M |
| 2 |
Microsoft
MSFT
|
+$36.5M |
| 3 |
Amazon
AMZN
|
+$27.6M |
| 4 |
Meta Platforms (Facebook)
META
|
+$13.9M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$11.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.3% |
| 2 | Healthcare | 14.6% |
| 3 | Financials | 12.87% |
| 4 | Consumer Discretionary | 11.21% |
| 5 | Communication Services | 10.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Marriott International
MAR
$92.3B
| $1.77M | 0.09% |
20,653
-7,630
| -27% | -$663K |
|
227
Public Service Enterprise Group
PEG
$37.7B
| $1.77M | 0.09% |
36,002
-14,330
| -28% | -$714K |
|
228
Ford
F
$55.7B
| $1.76M | 0.09% |
289,939
-97,820
| -25% | -$542K |
|
229
Motorola Solutions
MSI
$77.4B
| $1.76M | 0.09% |
12,572
-4,161
| -25% | -$589K |
|
|
230
Otis Worldwide
OTIS
$28.2B
| $1.73M | 0.09% |
+30,425
| New | +$1.58M |
|
231
Marvell Technology
MRVL
$196B
| $1.71M | 0.09% |
48,793
-16,311
| -25% | -$478K |
|
|
WCN
232
Waste Connections
WCN
$42B
| $1.7M | 0.09% |
18,152
-8,793
| -33% | -$784K |
|
233
State Street
STT
$50.7B
| $1.7M | 0.09% |
26,759
-8,168
| -23% | -$493K |
|
|
TWTR
234
DELISTED
Twitter, Inc.
TWTR
| $1.69M | 0.09% |
56,546
-18,686
| -25% | -$563K |
|
235
Ball Corp
BALL
$16.8B
| $1.67M | 0.09% |
24,085
-6,033
| -20% | -$408K |
|
236
Palo Alto Networks
PANW
$297B
| $1.67M | 0.09% |
43,596
-16,500
| -27% | -$581K |
|
237
Okta
OKTA
$25.8B
| $1.65M | 0.08% |
8,227
-3,088
| -27% | -$524K |
|
238
BioMarin Pharmaceuticals
BMRN
$12.4B
| $1.64M | 0.08% |
13,313
-5,455
| -29% | -$542K |
|
239
VeriSign
VRSN
$26.6B
| $1.64M | 0.08% |
7,904
-2,269
| -22% | -$471K |
|
240
McCormick & Company Non-Voting
MKC
$14.2B
| $1.63M | 0.08% |
18,210
-5,488
| -23% | -$452K |
|
241
Dollar Tree
DLTR
$25.2B
| $1.63M | 0.08% |
17,553
-6,450
| -27% | -$538K |
|
242
Skyworks Solutions
SWKS
$10.6B
| $1.63M | 0.08% |
12,719
-3,091
| -20% | -$342K |
|
243
Williams Companies
WMB
$86.1B
| $1.62M | 0.08% |
85,123
-38,366
| -31% | -$714K |
|
244
Equity Residential
EQR
$25.1B
| $1.61M | 0.08% |
27,428
-9,232
| -25% | -$572K |
|
245
Corpay
CPAY
$25.7B
| $1.61M | 0.08% |
6,410
-3,180
| -33% | -$755K |
|
246
AvalonBay Communities
AVB
$26.8B
| $1.61M | 0.08% |
10,403
-3,666
| -26% | -$580K |
|
247
Stanley Black & Decker
SWK
$15.7B
| $1.6M | 0.08% |
11,514
-4,417
| -28% | -$533K |
|
248
Archer Daniels Midland
ADM
$36.9B
| $1.59M | 0.08% |
39,861
-16,630
| -29% | -$623K |
|
|
CERN
249
DELISTED
Cerner Corp
CERN
| $1.59M | 0.08% |
23,202
-9,686
| -29% | -$666K |
|
250
Kraft Heinz
KHC
$30B
| $1.58M | 0.08% |
49,667
-17,202
| -26% | -$517K |
|
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IFM Investors's Q2 2020 Portfolio in Review
As of Q2 2020, IFM Investors held 629 positions worth $1.94B, down 13% from $2.23B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
IFM Investors withdrew a net $678M in Q2 2020, closing 38 positions and reducing 556 holdings. Its most notable exit was Raytheon Company, an estimated $4.2M position sold in full.
By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 23% a quarter earlier, followed by Healthcare and Financials.
Against the trend, IFM Investors opened a new position in Otis Worldwide worth $1.73M.
- IFM Investors's largest Q2 2020 buy was Otis Worldwide: 30,425 shares worth $1.73M.
- IFM Investors added most to Uber in Q2 2020, an estimated $910K increase.
- IFM Investors's biggest Q2 2020 reduction was Apple, cutting an estimated $40.1M.
- IFM Investors fully exited Raytheon Company in Q2 2020, selling an estimated $4.2M.
- IFM Investors's ten largest holdings make up 26% of its $1.94B portfolio in Q2 2020.
- IFM Investors opened 25 new positions and closed 38 in Q2 2020.
- IFM Investors's portfolio value fell 13% quarter-over-quarter to $1.94B.
Based on IFM Investors's 13F filing for Q2 2020, filed 13 Jul 2020.