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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 | |
|---|---|---|---|---|---|---|
251
Simon Property Group
SPG
$72.3B
| $1.58M | 0.08% |
23,120
-7,819
| -25% | -$490K |
|
252
Welltower
WELL
$171B
| $1.58M | 0.08% |
30,514
-9,657
| -24% | -$475K |
|
253
Edison International
EIX
$26.4B
| $1.57M | 0.08% |
28,899
-6,759
| -19% | -$389K |
|
254
Best Buy
BBY
$17.3B
| $1.56M | 0.08% |
17,836
-6,781
| -28% | -$514K |
|
255
VF Corp
VFC
$5.89B
| $1.55M | 0.08% |
25,470
-8,519
| -25% | -$496K |
|
256
Align Technology
ALGN
$12.3B
| $1.55M | 0.08% |
5,646
-1,602
| -22% | -$361K |
|
257
Ametek
AME
$58.2B
| $1.54M | 0.08% |
17,284
-4,814
| -22% | -$404K |
|
258
Equifax
EFX
$21.4B
| $1.54M | 0.08% |
8,974
-3,363
| -27% | -$498K |
|
259
TransDigm Group
TDG
$67.7B
| $1.53M | 0.08% |
3,468
-1,186
| -25% | -$449K |
|
260
Corteva
CTVA
$51.3B
| $1.53M | 0.08% |
56,954
-14,653
| -20% | -$381K |
|
261
Fortive
FTV
$18.6B
| $1.52M | 0.08% |
35,659
-12,802
| -26% | -$499K |
|
|
SGEN
262
DELISTED
Seagen Inc. Common Stock
SGEN
| $1.52M | 0.08% |
8,921
-2,989
| -25% | -$446K |
|
263
RingCentral
RNG
$5.28B
| $1.51M | 0.08% |
5,288
-1,882
| -26% | -$476K |
|
264
Fortinet
FTNT
$117B
| $1.5M | 0.08% |
54,510
-22,755
| -29% | -$571K |
|
265
Snap
SNAP
$9.01B
| $1.5M | 0.08% |
63,638
-11,588
| -15% | -$206K |
|
266
Hilton Worldwide
HLT
$71.5B
| $1.49M | 0.08% |
20,212
-7,503
| -27% | -$557K |
|
267
Altria Group
MO
$114B
| $1.48M | 0.08% |
37,776
-84,201
| -69% | -$3.29M |
|
268
Mettler-Toledo International
MTD
$28.6B
| $1.47M | 0.08% |
1,824
-666
| -27% | -$495K |
|
269
D.R. Horton
DHI
$42.3B
| $1.45M | 0.07% |
26,180
-9,984
| -28% | -$484K |
|
270
Alexandria Real Estate Equities
ARE
$8.56B
| $1.45M | 0.07% |
8,936
-2,439
| -21% | -$373K |
|
271
Corning
GLW
$143B
| $1.45M | 0.07% |
55,969
-23,837
| -30% | -$540K |
|
272
Realty Income
O
$59.1B
| $1.45M | 0.07% |
25,135
-7,579
| -23% | -$404K |
|
273
Brown-Forman Class B
BF.B
$13.1B
| $1.44M | 0.07% |
22,684
-9,640
| -30% | -$615K |
|
274
FirstEnergy
FE
$27.5B
| $1.43M | 0.07% |
36,913
-15,503
| -30% | -$641K |
|
275
Church & Dwight Co
CHD
$24.5B
| $1.43M | 0.07% |
18,491
-5,893
| -24% | -$429K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
NMO
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.