We are live on ! Find out more
II

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
MCHP icon
251
Microchip Technology
MCHP
$42.2B
$1.49M 0.08%
34,410
+4,404
+15% +$196K
FITB
252
Fifth Third Bancorp
FITB
$52.2B
$1.49M 0.08%
53,448
+10,327
+24% +$283K
BXP icon
253
Boston Properties
BXP
$11.2B
$1.49M 0.08%
11,534
+1,476
+15% +$198K
CXO
254
DELISTED
CONCHO RESOURCES INC.
CXO
$1.48M 0.08%
14,337
+1,795
+14% +$194K
O icon
255
Realty Income
O
$58.5B
$1.48M 0.08%
22,073
+2,653
+14% +$181K
HIG icon
256
Hartford Financial Services
HIG
$39.4B
$1.47M 0.08%
26,441
+3,387
+15% +$179K
ULTA icon
257
Ulta Beauty
ULTA
$23.2B
$1.47M 0.08%
4,240
+526
+14% +$182K
CSGP icon
258
CoStar Group
CSGP
$12.2B
$1.47M 0.08%
26,500
+3,390
+15% +$173K
LVS icon
259
Las Vegas Sands
LVS
$29.7B
$1.47M 0.08%
24,817
– –
CMG icon
260
Chipotle Mexican Grill
CMG
$43.7B
$1.46M 0.08%
99,900
+12,750
+15% +$180K
HSY icon
261
Hershey
HSY
$36.1B
$1.46M 0.08%
10,901
+1,369
+14% +$174K
RSG icon
262
Republic Services
RSG
$63.9B
$1.46M 0.08%
16,863
+1,980
+13% +$165K
HAL icon
263
Halliburton
HAL
$26.5B
$1.46M 0.08%
64,052
+8,241
+15% +$214K
VEEV icon
264
Veeva Systems
VEEV
$34.7B
$1.45M 0.08%
8,968
+205
+2% +$29.9K
KLAC icon
265
KLA
KLAC
$252B
$1.44M 0.08%
121,490
+18,240
+18% +$211K
FAST icon
266
Fastenal
FAST
$57.4B
$1.43M 0.08%
87,636
+10,772
+14% +$178K
AMP icon
267
Ameriprise Financial
AMP
$49.6B
$1.43M 0.08%
9,833
– –
ETR icon
268
Entergy
ETR
$49.9B
$1.43M 0.08%
27,688
+3,644
+15% +$178K
SPLK
269
DELISTED
Splunk Inc
SPLK
$1.42M 0.08%
11,310
+1,514
+15% +$192K
HPE icon
270
Hewlett Packard
HPE
$70.5B
$1.42M 0.08%
94,941
– –
NTRS icon
271
Northern Trust
NTRS
$33.7B
$1.42M 0.08%
15,725
+2,198
+16% +$202K
CLX icon
272
Clorox
CLX
$12.8B
$1.41M 0.08%
9,235
+1,219
+15% +$186K
CTAS icon
273
Cintas
CTAS
$80.6B
$1.41M 0.08%
23,836
– –
CCL icon
274
Carnival Corporation Ltd
CCL
$40.6B
$1.41M 0.08%
30,215
+3,861
+15% +$202K
MKC icon
275
McCormick & Company Non-Voting
MKC
$14.1B
$1.41M 0.08%
18,158
+2,416
+15% +$186K
9 10
11
12 13

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
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
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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.