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II

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
STT icon
251
State Street
STT
$50.7B
$2.29M 0.08%
38,709
+11,384
+42% +$631K
WY icon
252
Weyerhaeuser
WY
$18.4B
$2.29M 0.08%
82,591
+33,011
+67% +$861K
AME icon
253
Ametek
AME
$58.2B
$2.28M 0.08%
24,874
+9,533
+62% +$841K
AMP icon
254
Ameriprise Financial
AMP
$48.8B
$2.27M 0.08%
15,468
+5,635
+57% +$790K
LVS icon
255
Las Vegas Sands
LVS
$29.6B
$2.27M 0.08%
39,344
+14,527
+59% +$847K
HPE icon
256
Hewlett Packard
HPE
$70.5B
$2.26M 0.08%
149,121
+54,180
+57% +$770K
LULU icon
257
lululemon athletica
LULU
$14.6B
$2.23M 0.08%
11,611
+3,184
+38% +$595K
VMC icon
258
Vulcan Materials
VMC
$36.9B
$2.23M 0.08%
14,758
+5,457
+59% +$770K
CTVA icon
259
Corteva
CTVA
$51.3B
$2.23M 0.08%
79,484
+22,574
+40% +$653K
ESS icon
260
Essex Property Trust
ESS
$18.5B
$2.22M 0.08%
6,787
+1,975
+41% +$617K
PANW icon
261
Palo Alto Networks
PANW
$297B
$2.19M 0.08%
64,554
+24,384
+61% +$863K
BF.B icon
262
Brown-Forman Class B
BF.B
$13.1B
$2.17M 0.08%
34,627
+13,284
+62% +$776K
VEEV icon
263
Veeva Systems
VEEV
$37.4B
$2.16M 0.08%
14,162
+5,194
+58% +$833K
DHI icon
264
D.R. Horton
DHI
$42.3B
$2.13M 0.08%
40,339
+15,075
+60% +$719K
VRSN icon
265
VeriSign
VRSN
$26.6B
$2.12M 0.08%
11,215
+3,247
+41% +$667K
MTB icon
266
M&T Bank
MTB
$36.2B
$2.11M 0.08%
13,367
+3,732
+39% +$587K
BXP icon
267
Boston Properties
BXP
$11.1B
$2.1M 0.08%
16,235
+4,701
+41% +$611K
ROK icon
268
Rockwell Automation
ROK
$49B
$2.1M 0.08%
12,765
+3,640
+40% +$575K
CCL icon
269
Carnival Corporation Ltd
CCL
$39.7B
$2.1M 0.08%
48,019
+17,804
+59% +$822K
CINF icon
270
Cincinnati Financial
CINF
$27.1B
$2.06M 0.08%
17,696
+6,589
+59% +$724K
AEE icon
271
Ameren
AEE
$30.1B
$2.06M 0.08%
25,720
+7,433
+41% +$571K
CHD icon
272
Church & Dwight Co
CHD
$24.5B
$2.06M 0.08%
27,359
+10,464
+62% +$793K
NTRS icon
273
Northern Trust
NTRS
$33.9B
$2.06M 0.08%
22,031
+6,306
+40% +$579K
CDW icon
274
CDW
CDW
$17B
$2.06M 0.08%
16,678
+5,899
+55% +$676K
RSG icon
275
Republic Services
RSG
$66B
$2.05M 0.08%
23,688
+6,825
+40% +$600K
9 10
11
12 13

Similar funds

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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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.