II
IFM Investors Portfolio holdings
AUM
$10.5B
1-Year Return
24.82%
This Quarter Return
+5.08%
1 Year Return
+24.82%
3 Year Return
+109.38%
5 Year Return
+188.58%
10 Year Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$212M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
20.8%
Holding
294
New
294
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$7.91M |
| 2 |
Microsoft
MSFT
|
+$5.89M |
| 3 |
Exxon Mobil
XOM
|
+$4.77M |
| 4 |
Johnson & Johnson
JNJ
|
+$4.04M |
| 5 |
JPMorgan Chase
JPM
|
+$4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 17.62% |
| 2 | Technology | 15.29% |
| 3 | Healthcare | 14.5% |
| 4 | Communication Services | 11.18% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
T-Mobile US
TMUS
$273B
| $234K | 0.11% |
+4,075
| New | +$234K |
|
252
Hilton Worldwide
HLT
$64.7B
| $233K | 0.11% |
+2,852
| New | +$233K |
|
253
Textron
TXT
$14.4B
| $233K | 0.11% |
+4,788
| New | +$233K |
|
254
Vertex Pharmaceuticals
VRTX
$102B
| $233K | 0.11% |
+3,156
| New | +$233K |
|
255
WEC Energy
WEC
$34.6B
| $233K | 0.11% |
+3,971
| New | +$233K |
|
256
Citizens Financial Group
CFG
$22.3B
| $232K | 0.11% |
+6,520
| New | +$232K |
|
257
Host Hotels & Resorts
HST
$12B
| $230K | 0.11% |
+12,225
| New | +$230K |
|
258
Monster Beverage
MNST
$61.9B
| $230K | 0.11% |
+10,392
| New | +$230K |
|
259
Newmont
NEM
$83.4B
| $230K | 0.11% |
+6,739
| New | +$230K |
|
260
VF Corp
VFC
$5.95B
| $228K | 0.11% |
+4,542
| New | +$228K |
|
261
Autodesk
ADSK
$69.3B
| $226K | 0.11% |
+3,056
| New | +$226K |
|
262
Kimco Realty
KIM
$15.1B
| $226K | 0.11% |
+8,965
| New | +$226K |
|
263
Vornado Realty Trust
VNO
$7.66B
| $223K | 0.11% |
+2,646
| New | +$223K |
|
|
HES
264
DELISTED
Hess
HES
| $222K | 0.1% |
+3,567
| New | +$222K |
|
265
Stanley Black & Decker
SWK
$11.9B
| $222K | 0.1% |
+1,936
| New | +$222K |
|
266
DTE Energy
DTE
$28B
| $221K | 0.1% |
+2,633
| New | +$221K |
|
267
Hershey
HSY
$38B
| $221K | 0.1% |
+2,134
| New | +$221K |
|
268
Rockwell Automation
ROK
$38.6B
| $219K | 0.1% |
+1,630
| New | +$219K |
|
269
Unum
UNM
$12.5B
| $219K | 0.1% |
+4,992
| New | +$219K |
|
270
Estee Lauder
EL
$31.9B
| $218K | 0.1% |
+2,851
| New | +$218K |
|
271
Fastenal
FAST
$55B
| $216K | 0.1% |
+18,368
| New | +$216K |
|
272
Microchip Technology
MCHP
$34.9B
| $216K | 0.1% |
+6,724
| New | +$216K |
|
273
Incyte
INCY
$16.7B
| $214K | 0.1% |
+2,137
| New | +$214K |
|
274
Keurig Dr Pepper
KDP
$37.5B
| $212K | 0.1% |
+2,343
| New | +$212K |
|
|
LVLT
275
DELISTED
Level 3 Communications Inc
LVLT
| $212K | 0.1% |
+3,769
| New | +$212K |
|