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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 | |
|---|---|---|---|---|---|---|
301
Healthpeak Properties
DOC
$14.8B
| $1.86M | 0.07% |
52,079
+20,059
| +63% | +$677K |
|
302
Regions Financial
RF
$26.8B
| $1.85M | 0.07% |
117,234
+45,532
| +64% | +$688K |
|
303
Markel Group
MKL
$23.2B
| $1.84M | 0.07% |
1,555
+621
| +66% | +$706K |
|
304
Citizens Financial Group
CFG
$30.6B
| $1.83M | 0.07% |
51,885
+20,548
| +66% | +$717K |
|
305
Lennar Class A
LEN
$21.2B
| $1.83M | 0.07% |
33,907
+13,346
| +65% | +$650K |
|
|
K
306
DELISTED
Kellanova
K
| $1.83M | 0.07% |
30,294
+11,500
| +61% | +$657K |
|
307
Copart
CPRT
$27.5B
| $1.82M | 0.07% |
90,660
+36,332
| +67% | +$705K |
|
308
Evergy
EVRG
$19.2B
| $1.82M | 0.07% |
27,340
+10,540
| +63% | +$667K |
|
309
Omnicom Group
OMC
$23.4B
| $1.82M | 0.07% |
23,228
+6,372
| +38% | +$506K |
|
310
Labcorp
LH
$25.9B
| $1.82M | 0.07% |
12,590
+5,081
| +68% | +$741K |
|
311
Arthur J. Gallagher & Co
AJG
$63.6B
| $1.81M | 0.07% |
20,248
+5,687
| +39% | +$511K |
|
312
Marvell Technology
MRVL
$196B
| $1.81M | 0.07% |
72,576
+28,287
| +64% | +$710K |
|
313
International Paper
IP
$22B
| $1.8M | 0.07% |
45,447
+18,181
| +67% | +$711K |
|
314
Waters Corp
WAT
$39.9B
| $1.8M | 0.07% |
8,049
+3,064
| +61% | +$661K |
|
|
MXIM
315
DELISTED
Maxim Integrated Products
MXIM
| $1.78M | 0.07% |
30,779
+12,295
| +67% | +$712K |
|
316
TransUnion
TRU
$15.3B
| $1.74M | 0.06% |
21,406
+8,518
| +66% | +$685K |
|
317
Huntington Bancshares
HBAN
$35.5B
| $1.73M | 0.06% |
120,981
+48,355
| +67% | +$661K |
|
318
CarMax
KMX
$8.26B
| $1.72M | 0.06% |
19,557
+7,445
| +61% | +$639K |
|
319
Extra Space Storage
EXR
$31.6B
| $1.72M | 0.06% |
14,727
+5,437
| +59% | +$629K |
|
320
Mid-America Apartment Communities
MAA
$15.7B
| $1.71M | 0.06% |
13,176
+5,355
| +68% | +$665K |
|
321
Halliburton
HAL
$26.6B
| $1.71M | 0.06% |
90,816
+26,764
| +42% | +$554K |
|
|
FRC
322
DELISTED
First Republic Bank
FRC
| $1.69M | 0.06% |
17,499
+5,205
| +42% | +$494K |
|
323
Darden Restaurants
DRI
$24.4B
| $1.68M | 0.06% |
14,234
+5,437
| +62% | +$663K |
|
324
Nucor
NUE
$62.1B
| $1.68M | 0.06% |
33,031
+9,501
| +40% | +$496K |
|
325
Cooper Companies
COO
$14.5B
| $1.67M | 0.06% |
22,508
+8,612
| +62% | +$694K |
|
Similar funds
IA
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UM
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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.