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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
Cap. Flow
-$678M
Cap. Flow %
-34.89%
Top 10 Hldgs %
26.25%
Holding
629
New
25
Increased
10
Reduced
556
Closed
38

Top Buys

Rank Stock Value
1
OTIS icon
Otis Worldwide
OTIS
+$1.58M
2
ZM icon
Zoom
ZM
+$1.43M
3
CARR icon
Carrier Global
CARR
+$1.14M
4
MRNA icon
Moderna
MRNA
+$1.11M
5
COUP
Coupa Software Incorporated
COUP
+$996K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$40.1M
2
MSFT icon
Microsoft
MSFT
+$36.5M
3
AMZN icon
Amazon
AMZN
+$27.6M
4
META icon
Meta Platforms (Facebook)
META
+$13.9M
5
GOOGL icon
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
HSY icon
276
Hershey
HSY
$36.6B
$1.42M 0.07%
10,972
-4,454
-29% -$599K
MKTX icon
277
MarketAxess Holdings
MKTX
$5.72B
$1.42M 0.07%
2,833
-1,109
-28% -$517K
INCY icon
278
Incyte
INCY
$24.4B
$1.42M 0.07%
13,636
-5,490
-29% -$529K
AMP icon
279
Ameriprise Financial
AMP
$48.8B
$1.41M 0.07%
9,422
-4,442
-32% -$569K
KEYS icon
280
Keysight
KEYS
$58.3B
$1.4M 0.07%
13,935
-4,708
-25% -$462K
DTE icon
281
DTE Energy
DTE
$29.1B
$1.4M 0.07%
15,334
-6,512
-30% -$576K
AJG icon
282
Arthur J. Gallagher & Co
AJG
$63.6B
$1.39M 0.07%
14,300
-3,650
-20% -$323K
COUP
283
DELISTED
Coupa Software Incorporated
COUP
$1.37M 0.07%
+4,943
New +$996K
CARR icon
284
Carrier Global
CARR
$52.8B
$1.36M 0.07%
+61,123
New +$1.14M
FRC
285
DELISTED
First Republic Bank
FRC
$1.33M 0.07%
12,598
-3,372
-21% -$346K
AKAM icon
286
Akamai
AKAM
$15.9B
$1.32M 0.07%
12,366
-3,374
-21% -$339K
CTXS
287
DELISTED
Citrix Systems Inc
CTXS
$1.32M 0.07%
8,939
-4,864
-35% -$700K
CPRT icon
288
Copart
CPRT
$27.5B
$1.32M 0.07%
63,360
-19,996
-24% -$401K
TSN icon
289
Tyson Foods
TSN
$20.4B
$1.31M 0.07%
21,971
-8,156
-27% -$494K
PPL
290
PPL Corp
PPL
$26.7B
$1.31M 0.07%
50,625
-18,536
-27% -$482K
MRNA icon
291
Moderna
MRNA
$23.6B
$1.3M 0.07%
+20,272
New +$1.11M
CDW icon
292
CDW
CDW
$17B
$1.3M 0.07%
11,153
-3,952
-26% -$428K
K
293
DELISTED
Kellanova
K
$1.29M 0.07%
20,755
-7,472
-26% -$452K
CAG icon
294
Conagra Brands
CAG
$7.23B
$1.28M 0.07%
36,479
-13,284
-27% -$443K
TFX icon
295
Teleflex
TFX
$5.98B
$1.28M 0.07%
3,522
-989
-22% -$342K
LEN icon
296
Lennar Class A
LEN
$21.2B
$1.28M 0.07%
21,448
-9,369
-30% -$479K
ALNY icon
297
Alnylam Pharmaceuticals
ALNY
$29.3B
$1.27M 0.07%
8,611
-2,193
-20% -$296K
ETR icon
298
Entergy
ETR
$50B
$1.26M 0.07%
26,940
-16,516
-38% -$802K
WY icon
299
Weyerhaeuser
WY
$18.4B
$1.25M 0.06%
55,602
-19,444
-26% -$393K
RSG icon
300
Republic Services
RSG
$65.7B
$1.25M 0.06%
15,180
-5,817
-28% -$469K
10 11
12
13 14

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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
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RFC
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GF
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Verition Fund Management
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NMO
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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.