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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
+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
(+54%)
Cap. Flow
+$923M
Cap. Flow
% of AUM
34.12%
Top 10 Holdings %
Top 10 Hldgs %
21.09%
Holding
616
New
5
Increased
603
Reduced
–
Closed
8
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$37.3M |
| 2 |
Apple
AAPL
|
+$34.3M |
| 3 |
Amazon
AMZN
|
+$29.2M |
| 4 |
Meta Platforms (Facebook)
META
|
+$17.3M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
Cadence Design Systems
CDNS
$93.4B
| $2.05M | 0.08% |
30,983
+11,854
| +62% | +$834K |
|
277
ResMed
RMD
$30.7B
| $2.04M | 0.08% |
15,097
+4,351
| +40% | +$570K |
|
278
Centene
CNC
$32.5B
| $2.03M | 0.08% |
46,984
+17,682
| +60% | +$861K |
|
279
Kraft Heinz
KHC
$30B
| $2.03M | 0.08% |
72,747
+28,364
| +64% | +$816K |
|
280
KeyCorp
KEY
$24.4B
| $2.02M | 0.07% |
113,025
+44,698
| +65% | +$773K |
|
281
Expedia Group
EXPE
$37.3B
| $2.01M | 0.07% |
14,969
+6,674
| +80% | +$882K |
|
282
Fastenal
FAST
$59.5B
| $2M | 0.07% |
122,658
+35,022
| +40% | +$545K |
|
283
McCormick & Company Non-Voting
MKC
$14.2B
| $2M | 0.07% |
25,586
+7,428
| +41% | +$597K |
|
284
Clorox
CLX
$12.7B
| $1.99M | 0.07% |
13,112
+3,877
| +42% | +$613K |
|
285
Keysight
KEYS
$58.3B
| $1.99M | 0.07% |
20,418
+8,154
| +66% | +$755K |
|
|
ANSS
286
DELISTED
Ansys
ANSS
| $1.94M | 0.07% |
8,751
+2,532
| +41% | +$533K |
|
287
CMS Energy
CMS
$22.3B
| $1.94M | 0.07% |
30,275
+11,543
| +62% | +$701K |
|
288
Martin Marietta Materials
MLM
$33B
| $1.94M | 0.07% |
7,063
+2,735
| +63% | +$676K |
|
289
Arch Capital
ACGL
$33.6B
| $1.93M | 0.07% |
45,977
+17,960
| +64% | +$708K |
|
290
MSCI
MSCI
$40.9B
| $1.93M | 0.07% |
8,858
+2,555
| +41% | +$592K |
|
291
Mettler-Toledo International
MTD
$28.6B
| $1.92M | 0.07% |
2,725
+1,079
| +66% | +$792K |
|
292
Best Buy
BBY
$17.3B
| $1.91M | 0.07% |
27,727
+10,810
| +64% | +$754K |
|
293
Equifax
EFX
$21.4B
| $1.9M | 0.07% |
13,491
+5,254
| +64% | +$740K |
|
|
HES
294
DELISTED
Hess
HES
| $1.9M | 0.07% |
31,370
+11,944
| +61% | +$744K |
|
295
Western Digital
WDC
$150B
| $1.9M | 0.07% |
42,065
+16,888
| +67% | +$721K |
|
296
CBRE Group
CBRE
$42.9B
| $1.9M | 0.07% |
35,739
+13,378
| +60% | +$704K |
|
|
PPLI
297
People Inc
PPLI
$3.1B
| $1.88M | 0.07% |
48,216
+18,835
| +64% | +$804K |
|
298
Principal Financial Group
PFG
$24.3B
| $1.87M | 0.07% |
32,688
+12,568
| +62% | +$708K |
|
|
SPLK
299
DELISTED
Splunk Inc
SPLK
| $1.87M | 0.07% |
15,851
+4,541
| +40% | +$567K |
|
300
Alexandria Real Estate Equities
ARE
$8.56B
| $1.86M | 0.07% |
12,090
+4,854
| +67% | +$717K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
NMO
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.