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II

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
Cap. Flow
+$923M
Cap. Flow %
34.12%
Top 10 Hldgs %
21.09%
Holding
616
New
5
Increased
603
Reduced
–
Closed
8

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$37.3M
2
AAPL icon
Apple
AAPL
+$34.3M
3
AMZN icon
Amazon
AMZN
+$29.2M
4
META icon
Meta Platforms (Facebook)
META
+$17.3M
5
GOOGL icon
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
GEN icon
326
Gen Digital
GEN
$17.5B
$1.67M 0.06%
70,538
+27,631
+64% +$645K
TFX icon
327
Teleflex
TFX
$5.98B
$1.65M 0.06%
4,843
+1,822
+60% +$635K
DOV icon
328
Dover
DOV
$28.4B
$1.64M 0.06%
16,497
+6,395
+63% +$613K
MGM icon
329
MGM Resorts International
MGM
$11.2B
$1.64M 0.06%
59,119
+24,000
+68% +$689K
CAG icon
330
Conagra Brands
CAG
$7.23B
$1.64M 0.06%
53,318
+21,717
+69% +$625K
AKAM icon
331
Akamai
AKAM
$16.1B
$1.63M 0.06%
17,853
+5,115
+40% +$444K
CE icon
332
Celanese
CE
$4.82B
$1.63M 0.06%
13,311
+3,676
+38% +$414K
UDR icon
333
UDR
UDR
$12.3B
$1.62M 0.06%
33,389
+13,365
+67% +$629K
DGX icon
334
Quest Diagnostics
DGX
$26.3B
$1.62M 0.06%
15,107
+5,938
+65% +$610K
GWW icon
335
W.W. Grainger
GWW
$60.2B
$1.62M 0.06%
5,443
+2,125
+64% +$591K
CNP icon
336
CenterPoint Energy
CNP
$26.8B
$1.61M 0.06%
53,296
+14,392
+37% +$415K
FANG icon
337
Diamondback Energy
FANG
$52.7B
$1.61M 0.06%
17,866
+7,325
+69% +$728K
CAH icon
338
Cardinal Health
CAH
$55.4B
$1.58M 0.06%
33,498
+13,271
+66% +$606K
GPC icon
339
Genuine Parts
GPC
$18.7B
$1.58M 0.06%
15,836
+4,610
+41% +$442K
WPC icon
340
W.P. Carey
WPC
$16.4B
$1.58M 0.06%
17,992
+5,274
+41% +$449K
LNG icon
341
Cheniere Energy
LNG
$52.9B
$1.57M 0.06%
24,895
+7,259
+41% +$465K
KSU
342
DELISTED
Kansas City Southern
KSU
$1.55M 0.06%
11,678
+3,211
+38% +$400K
PARA
343
DELISTED
Paramount Global Class B
PARA
$1.54M 0.06%
38,062
+15,913
+72% +$745K
L icon
344
Loews
L
$23.6B
$1.54M 0.06%
29,828
+8,067
+37% +$416K
HAS icon
345
Hasbro
HAS
$13.2B
$1.53M 0.06%
12,905
+3,772
+41% +$430K
INCY icon
346
Incyte
INCY
$24.4B
$1.53M 0.06%
20,597
+8,430
+69% +$681K
BR icon
347
Broadridge
BR
$19B
$1.52M 0.06%
12,218
+3,624
+42% +$467K
INVH icon
348
Invitation Homes
INVH
$18B
$1.52M 0.06%
51,300
+24,846
+94% +$699K
BKR icon
349
Baker Hughes
BKR
$61.1B
$1.52M 0.06%
65,337
+31,327
+92% +$735K
XYL icon
350
Xylem
XYL
$28.1B
$1.51M 0.06%
18,952
+5,170
+38% +$406K
12 13
14
15 16

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IA
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AT
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UM
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FCAS
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RFC
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GF
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NMO
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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.