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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
+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
ESS icon
276
Essex Property Trust
ESS
$18.5B
$1.41M 0.08%
4,812
+622
+15% +$179K
SNPS icon
277
Synopsys
SNPS
$76.7B
$1.4M 0.08%
10,884
+1,333
+14% +$160K
AME icon
278
Ametek
AME
$58.4B
$1.39M 0.08%
15,341
-206
-1% -$17.7K
MTD icon
279
Mettler-Toledo International
MTD
$28.5B
$1.38M 0.08%
1,646
– –
OMC icon
280
Omnicom Group
OMC
$22.4B
$1.38M 0.08%
16,856
+2,334
+16% +$184K
KHC icon
281
Kraft Heinz
KHC
$30.5B
$1.38M 0.08%
44,383
+6,510
+17% +$205K
AEE icon
282
Ameren
AEE
$30.2B
$1.37M 0.08%
18,287
+2,436
+15% +$180K
PANW icon
283
Palo Alto Networks
PANW
$296B
$1.36M 0.08%
40,170
+5,472
+16% +$205K
CDNS icon
284
Cadence Design Systems
CDNS
$92.8B
$1.35M 0.08%
19,129
+273
+1% +$18.3K
RMD icon
285
ResMed
RMD
$32.5B
$1.31M 0.07%
10,746
+1,529
+17% +$169K
WY icon
286
Weyerhaeuser
WY
$18.6B
$1.31M 0.07%
49,580
– –
NUE icon
287
Nucor
NUE
$62.6B
$1.3M 0.07%
23,530
+3,502
+17% +$192K
KR icon
288
Kroger
KR
$34.7B
$1.29M 0.07%
59,465
+8,147
+16% +$198K
LLL
289
DELISTED
L3 Technologies, Inc.
LLL
$1.28M 0.07%
5,220
– –
VMC icon
290
Vulcan Materials
VMC
$37.2B
$1.28M 0.07%
9,301
– –
AJG icon
291
Arthur J. Gallagher & Co
AJG
$64.3B
$1.27M 0.07%
14,561
+1,952
+15% +$163K
ANSS
292
DELISTED
Ansys
ANSS
$1.27M 0.07%
6,219
+925
+17% +$176K
FCX icon
293
Freeport-McMoran
FCX
$99.8B
$1.27M 0.07%
109,110
+16,558
+18% +$193K
HES
294
DELISTED
Hess
HES
$1.24M 0.07%
19,426
– –
CHD icon
295
Church & Dwight Co
CHD
$24.6B
$1.23M 0.07%
16,895
– –
KEY icon
296
KeyCorp
KEY
$24.8B
$1.21M 0.07%
68,327
– –
LNG icon
297
Cheniere Energy
LNG
$53.4B
$1.21M 0.07%
17,636
+2,762
+19% +$183K
NTAP icon
298
NetApp
NTAP
$36.6B
$1.21M 0.07%
19,539
+3,007
+18% +$203K
FRC
299
DELISTED
First Republic Bank
FRC
$1.2M 0.07%
12,294
+1,964
+19% +$198K
CDW icon
300
CDW
CDW
$17.9B
$1.2M 0.07%
10,779
-186
-2% -$19.5K
10 11
12
13 14

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IA
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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
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Mawer Investment Management
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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.