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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
ALLY icon
351
Ally Financial
ALLY
$13.3B
$1.51M 0.06%
45,411
+17,294
+62% +$560K
KKR icon
352
KKR & Co
KKR
$92.3B
$1.5M 0.06%
55,878
+23,648
+73% +$624K
ANET icon
353
Arista Networks
ANET
$238B
$1.48M 0.05%
99,280
+41,664
+72% +$645K
FCX icon
354
Freeport-McMoran
FCX
$97.5B
$1.48M 0.05%
154,636
+45,526
+42% +$467K
CTXS
355
DELISTED
Citrix Systems Inc
CTXS
$1.47M 0.05%
15,243
+6,118
+67% +$585K
ULTA icon
356
Ulta Beauty
ULTA
$24.3B
$1.47M 0.05%
5,862
+1,622
+38% +$498K
FNF icon
357
Fidelity National Financial
FNF
$13.5B
$1.47M 0.05%
34,326
+13,057
+61% +$543K
TTWO icon
358
Take-Two Interactive
TTWO
$46.1B
$1.46M 0.05%
11,646
+3,378
+41% +$421K
MAS icon
359
Masco
MAS
$15.3B
$1.45M 0.05%
34,713
+13,873
+67% +$556K
SJM icon
360
J.M. Smucker
SJM
$12.8B
$1.45M 0.05%
13,154
+5,317
+68% +$593K
WAB icon
361
Wabtec
WAB
$49.3B
$1.44M 0.05%
20,078
+9,035
+82% +$643K
UHS icon
362
Universal Health Services
UHS
$10.5B
$1.44M 0.05%
9,664
+3,787
+64% +$544K
HOLX
363
DELISTED
Hologic
HOLX
$1.43M 0.05%
28,373
+7,712
+37% +$379K
ALGN icon
364
Align Technology
ALGN
$12.3B
$1.43M 0.05%
7,882
+2,187
+38% +$455K
BURL icon
365
Burlington
BURL
$23.2B
$1.42M 0.05%
7,111
+2,043
+40% +$376K
VMW
366
DELISTED
VMware, Inc
VMW
$1.42M 0.05%
9,454
+3,907
+70% +$615K
DRE
367
DELISTED
Duke Realty Corp.
DRE
$1.41M 0.05%
41,532
+16,618
+67% +$550K
AMTD
368
DELISTED
TD Ameritrade Holding Corp
AMTD
$1.41M 0.05%
30,116
+8,115
+37% +$389K
NTAP icon
369
NetApp
NTAP
$37.2B
$1.4M 0.05%
26,705
+7,166
+37% +$384K
NVR icon
370
NVR
NVR
$17B
$1.4M 0.05%
377
+100
+36% +$352K
BMRN icon
371
BioMarin Pharmaceuticals
BMRN
$12.4B
$1.38M 0.05%
20,533
+8,763
+74% +$675K
NLY icon
372
Annaly Capital Management
NLY
$17.4B
$1.38M 0.05%
39,240
+11,300
+40% +$407K
SWKS icon
373
Skyworks Solutions
SWKS
$10.6B
$1.38M 0.05%
17,411
+5,023
+41% +$400K
DXCM icon
374
DexCom
DXCM
$32B
$1.38M 0.05%
36,940
+11,716
+46% +$455K
MKTX icon
375
MarketAxess Holdings
MKTX
$5.72B
$1.38M 0.05%
4,205
+1,917
+84% +$686K
13 14
15
16 17

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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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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.