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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
L icon
301
Loews
L
$23.7B
$1.19M 0.07%
21,761
+3,318
+18% +$170K
BF.B icon
302
Brown-Forman Class B
BF.B
$13B
$1.18M 0.07%
21,343
+4,496
+27% +$240K
BBY icon
303
Best Buy
BBY
$17.8B
$1.18M 0.07%
16,917
-133
-0.8% -$9.28K
COO icon
304
Cooper Companies
COO
$14.6B
$1.17M 0.07%
13,896
+240
+2% +$18K
PFG icon
305
Principal Financial Group
PFG
$24.6B
$1.17M 0.07%
20,120
– –
GPC icon
306
Genuine Parts
GPC
$18.1B
$1.16M 0.07%
11,226
+1,815
+19% +$188K
XYL icon
307
Xylem
XYL
$28.5B
$1.15M 0.07%
13,782
-118
-0.8% -$9.4K
CINF icon
308
Cincinnati Financial
CINF
$27.3B
$1.15M 0.07%
11,107
-59
-0.5% -$5.66K
FANG icon
309
Diamondback Energy
FANG
$52.4B
$1.15M 0.07%
10,541
– –
CBRE icon
310
CBRE Group
CBRE
$43.8B
$1.15M 0.07%
22,361
-182
-0.8% -$9.04K
PPLI
311
People Inc
PPLI
$3.28B
$1.14M 0.06%
29,381
– –
IP icon
312
International Paper
IP
$22.4B
$1.12M 0.06%
27,266
– –
LH icon
313
Labcorp
LH
$25.4B
$1.11M 0.06%
7,509
– –
CNP icon
314
CenterPoint Energy
CNP
$26.8B
$1.11M 0.06%
38,904
+5,975
+18% +$178K
EFX icon
315
Equifax
EFX
$20.8B
$1.11M 0.06%
8,237
– –
IFF icon
316
International Flavors & Fragrances
IFF
$22.5B
$1.11M 0.06%
7,680
+2,087
+37% +$290K
IT icon
317
Gartner
IT
$12.5B
$1.11M 0.06%
6,911
-67
-1% -$10.5K
CFG icon
318
Citizens Financial Group
CFG
$31.1B
$1.11M 0.06%
31,337
– –
MXIM
319
DELISTED
Maxim Integrated Products
MXIM
$1.11M 0.06%
18,484
– –
PARA
320
DELISTED
Paramount Global Class B
PARA
$1.1M 0.06%
22,149
– –
EXPE icon
321
Expedia Group
EXPE
$38.4B
$1.1M 0.06%
8,295
– –
KEYS icon
322
Keysight
KEYS
$57.4B
$1.1M 0.06%
12,264
– –
AMTD
323
DELISTED
TD Ameritrade Holding Corp
AMTD
$1.1M 0.06%
22,001
+3,813
+21% +$198K
BR icon
324
Broadridge
BR
$18.9B
$1.1M 0.06%
8,594
+1,443
+20% +$174K
DHI icon
325
D.R. Horton
DHI
$42.4B
$1.09M 0.06%
25,264
– –
11 12
13
14 15

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IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
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
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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.