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 | |
|---|---|---|---|---|---|---|
276
Moody's
MCO
$91.4B
| $211K | 0.1% |
+2,241
| New | +$211K |
|
277
Comerica
CMA
$8.82B
| $208K | 0.1% |
+3,056
| New | +$208K |
|
278
CMS Energy
CMS
$21.5B
| $208K | 0.1% |
+4,992
| New | +$208K |
|
279
Fortive
FTV
$16.4B
| $208K | 0.1% |
+4,625
| New | +$208K |
|
280
Freeport-McMoran
FCX
$64.7B
| $207K | 0.1% |
+15,700
| New | +$207K |
|
|
MRO
281
DELISTED
Marathon Oil Corporation
MRO
| $207K | 0.1% |
+11,985
| New | +$207K |
|
282
Conagra Brands
CAG
$9.05B
| $206K | 0.1% |
+5,197
| New | +$206K |
|
283
Lam Research
LRCX
$150B
| $205K | 0.1% |
+19,360
| New | +$205K |
|
|
NBL
284
DELISTED
Noble Energy, Inc.
NBL
| $205K | 0.1% |
+5,397
| New | +$205K |
|
285
Ulta Beauty
ULTA
$23.6B
| $204K | 0.1% |
+800
| New | +$204K |
|
286
Interpublic Group of Companies
IPG
$9.64B
| $203K | 0.1% |
+8,659
| New | +$203K |
|
287
NOV
NOV
$4.78B
| $202K | 0.1% |
+5,399
| New | +$202K |
|
288
Gen Digital
GEN
$17.7B
| $202K | 0.1% |
+8,455
| New | +$202K |
|
289
Bath & Body Works
BBWI
$5.52B
| $201K | 0.09% |
+3,780
| New | +$201K |
|
290
FirstEnergy
FE
$25.2B
| $201K | 0.09% |
+6,496
| New | +$201K |
|
291
Best Buy
BBY
$15.8B
| $200K | 0.09% |
+4,686
| New | +$200K |
|
292
MGM Resorts International
MGM
$9.83B
| $200K | 0.09% |
+6,927
| New | +$200K |
|
293
AES
AES
$9.26B
| $179K | 0.08% |
+15,383
| New | +$179K |
|
294
Annaly Capital Management
NLY
$14.2B
| $151K | 0.07% |
+3,784
| New | +$151K |
|