We are live on ! Find out more
II

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
CMS icon
326
CMS Energy
CMS
$22.4B
$1.08M 0.06%
18,732
-207
-1% -$11.6K
WAT icon
327
Waters Corp
WAT
$39.3B
$1.07M 0.06%
4,985
– –
DRI icon
328
Darden Restaurants
DRI
$23.9B
$1.07M 0.06%
8,797
– –
RF icon
329
Regions Financial
RF
$27.2B
$1.07M 0.06%
71,702
– –
MRVL icon
330
Marvell Technology
MRVL
$189B
$1.06M 0.06%
44,289
– –
KMX icon
331
CarMax
KMX
$8.04B
$1.05M 0.06%
12,112
-114
-0.9% -$8.92K
XRAY icon
332
Dentsply Sirona
XRAY
$2.76B
$1.04M 0.06%
17,877
+3,073
+21% +$165K
ACGL icon
333
Arch Capital
ACGL
$33.8B
$1.04M 0.06%
28,017
+336
+1% +$11.5K
CE icon
334
Celanese
CE
$4.73B
$1.04M 0.06%
9,635
– –
LNC icon
335
Lincoln National
LNC
$8.98B
$1.04M 0.06%
16,086
+2,809
+21% +$179K
WCG
336
DELISTED
Wellcare Health Plans, Inc.
WCG
$1.03M 0.06%
3,632
+638
+21% +$176K
INCY icon
337
Incyte
INCY
$24.3B
$1.03M 0.06%
12,167
– –
DXC icon
338
DXC Technology
DXC
$1.78B
$1.03M 0.06%
18,691
– –
KSU
339
DELISTED
Kansas City Southern
KSU
$1.03M 0.06%
8,467
+1,510
+22% +$181K
DOC icon
340
Healthpeak Properties
DOC
$15B
$1.02M 0.06%
32,020
+3,034
+10% +$94.3K
COR icon
341
Cencora
COR
$61.7B
$1.02M 0.06%
11,997
+2,202
+22% +$174K
AKAM icon
342
Akamai
AKAM
$17.8B
$1.02M 0.06%
12,738
+2,359
+23% +$182K
ARE icon
343
Alexandria Real Estate Equities
ARE
$8.73B
$1.02M 0.06%
7,236
– –
NLY icon
344
Annaly Capital Management
NLY
$17.1B
$1.02M 0.06%
27,940
+5,476
+24% +$209K
MKL icon
345
Markel Group
MKL
$23.3B
$1.02M 0.06%
934
– –
TWLO icon
346
Twilio
TWLO
$29.3B
$1.02M 0.06%
+7,464
New +$994K
CPRT icon
347
Copart
CPRT
$26.8B
$1.01M 0.06%
54,328
– –
DOV icon
348
Dover
DOV
$28.3B
$1.01M 0.06%
10,102
– –
EVRG icon
349
Evergy
EVRG
$19.1B
$1.01M 0.06%
16,800
– –
WPC icon
350
W.P. Carey
WPC
$16.4B
$1.01M 0.06%
12,718
+2,237
+21% +$177K
12 13
14
15 16

Similar funds

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.