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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
+24.24%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.94B
AUM Growth
-$290M
(-13%)
Cap. Flow
-$678M
Cap. Flow
% of AUM
-34.89%
Top 10 Holdings %
Top 10 Hldgs %
26.25%
Holding
629
New
25
Increased
10
Reduced
556
Closed
38
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Otis Worldwide
OTIS
|
+$1.58M |
| 2 |
Zoom
ZM
|
+$1.43M |
| 3 |
Carrier Global
CARR
|
+$1.14M |
| 4 |
Moderna
MRNA
|
+$1.11M |
| 5 |
COUP
Coupa Software Incorporated
COUP
|
+$996K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$40.1M |
| 2 |
Microsoft
MSFT
|
+$36.5M |
| 3 |
Amazon
AMZN
|
+$27.6M |
| 4 |
Meta Platforms (Facebook)
META
|
+$13.9M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$11.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.3% |
| 2 | Healthcare | 14.6% |
| 3 | Financials | 12.87% |
| 4 | Consumer Discretionary | 11.21% |
| 5 | Communication Services | 10.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Teradyne
TER
$59.3B
| $1M | 0.05% |
11,850
-1,838
| -13% | -$123K |
|
352
Hormel Foods
HRL
$13.8B
| $998K | 0.05% |
20,674
-7,142
| -26% | -$341K |
|
353
Western Digital
WDC
$150B
| $996K | 0.05% |
29,843
-8,253
| -22% | -$267K |
|
354
Genuine Parts
GPC
$18.7B
| $994K | 0.05% |
11,431
-2,962
| -21% | -$234K |
|
355
Boston Properties
BXP
$11.1B
| $990K | 0.05% |
10,951
-3,405
| -24% | -$309K |
|
356
Mid-America Apartment Communities
MAA
$15.7B
| $984K | 0.05% |
8,582
-3,539
| -29% | -$399K |
|
357
Atmos Energy
ATO
$28.8B
| $977K | 0.05% |
9,813
-1,192
| -11% | -$120K |
|
358
EPAM Systems
EPAM
$5.03B
| $971K | 0.05% |
3,855
-1,086
| -22% | -$239K |
|
359
Markel Group
MKL
$23.2B
| $967K | 0.05% |
1,048
-348
| -25% | -$316K |
|
360
FMC
FMC
$1.33B
| $965K | 0.05% |
9,686
-2,443
| -20% | -$225K |
|
361
SS&C Technologies
SSNC
$18.6B
| $965K | 0.05% |
17,086
-4,104
| -19% | -$224K |
|
|
PARA
362
DELISTED
Paramount Global Class B
PARA
| $964K | 0.05% |
41,328
-14,193
| -26% | -$274K |
|
363
Expeditors International
EXPD
$23.2B
| $961K | 0.05% |
12,636
-3,742
| -23% | -$273K |
|
364
Burlington
BURL
$23.2B
| $957K | 0.05% |
4,862
-1,829
| -27% | -$344K |
|
365
Hewlett Packard
HPE
$70.5B
| $952K | 0.05% |
97,892
-36,241
| -27% | -$356K |
|
366
Sun Communities
SUI
$14.7B
| $952K | 0.05% |
7,015
-3,150
| -31% | -$418K |
|
367
Extra Space Storage
EXR
$31.6B
| $951K | 0.05% |
10,294
-3,271
| -24% | -$304K |
|
|
TIF
368
DELISTED
Tiffany & Co.
TIF
| $950K | 0.05% |
7,790
-4,643
| -37% | -$581K |
|
369
GoDaddy
GDDY
$11.5B
| $947K | 0.05% |
12,916
-6,225
| -33% | -$447K |
|
|
EXAS
370
DELISTED
Exact Sciences
EXAS
| $942K | 0.05% |
10,832
-3,336
| -24% | -$267K |
|
371
Qorvo
QRVO
$8.74B
| $936K | 0.05% |
8,464
-4,184
| -33% | -$415K |
|
372
International Paper
IP
$22B
| $925K | 0.05% |
27,756
-13,338
| -32% | -$425K |
|
373
Wayfair
W
$14.6B
| $916K | 0.05% |
4,636
-808
| -15% | -$121K |
|
374
Arch Capital
ACGL
$33.6B
| $914K | 0.05% |
31,893
-10,352
| -25% | -$286K |
|
|
VMW
375
DELISTED
VMware, Inc
VMW
| $914K | 0.05% |
5,902
-3,768
| -39% | -$518K |
|
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UM
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IFM Investors's Q2 2020 Portfolio in Review
As of Q2 2020, IFM Investors held 629 positions worth $1.94B, down 13% from $2.23B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
IFM Investors withdrew a net $678M in Q2 2020, closing 38 positions and reducing 556 holdings. Its most notable exit was Raytheon Company, an estimated $4.2M position sold in full.
By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 23% a quarter earlier, followed by Healthcare and Financials.
Against the trend, IFM Investors opened a new position in Otis Worldwide worth $1.73M.
- IFM Investors's largest Q2 2020 buy was Otis Worldwide: 30,425 shares worth $1.73M.
- IFM Investors added most to Uber in Q2 2020, an estimated $910K increase.
- IFM Investors's biggest Q2 2020 reduction was Apple, cutting an estimated $40.1M.
- IFM Investors fully exited Raytheon Company in Q2 2020, selling an estimated $4.2M.
- IFM Investors's ten largest holdings make up 26% of its $1.94B portfolio in Q2 2020.
- IFM Investors opened 25 new positions and closed 38 in Q2 2020.
- IFM Investors's portfolio value fell 13% quarter-over-quarter to $1.94B.
Based on IFM Investors's 13F filing for Q2 2020, filed 13 Jul 2020.