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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
+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
DGX icon
376
Quest Diagnostics
DGX
$26B
$933K 0.05%
9,169
– –
VMW
377
DELISTED
VMware, Inc
VMW
$928K 0.05%
5,547
+143
+3% +$26.8K
MAA icon
378
Mid-America Apartment Communities
MAA
$15.6B
$921K 0.05%
7,821
+41
+0.5% +$4.62K
WDC icon
379
Western Digital
WDC
$179B
$905K 0.05%
25,177
– –
SJM icon
380
J.M. Smucker
SJM
$12.7B
$903K 0.05%
7,837
– –
SSNC icon
381
SS&C Technologies
SSNC
$18.6B
$903K 0.05%
15,680
– –
TSCO icon
382
Tractor Supply
TSCO
$17.5B
$903K 0.05%
41,495
– –
AES icon
383
AES
AES
$10.5B
$899K 0.05%
53,647
+10,600
+25% +$180K
UDR icon
384
UDR
UDR
$12.4B
$899K 0.05%
20,024
-423
-2% -$19K
CTXS
385
DELISTED
Citrix Systems Inc
CTXS
$896K 0.05%
9,125
– –
LUMN icon
386
Lumen
LUMN
$6.27B
$895K 0.05%
76,094
+16,602
+28% +$187K
GWW icon
387
W.W. Grainger
GWW
$60.5B
$890K 0.05%
3,318
– –
HWM icon
388
Howmet Aerospace
HWM
$117B
$888K 0.05%
44,833
+10,175
+29% +$172K
ATO icon
389
Atmos Energy
ATO
$28.7B
$882K 0.05%
8,356
– –
ABMD
390
DELISTED
Abiomed Inc
ABMD
$880K 0.05%
3,379
+724
+27% +$192K
J icon
391
Jacobs Solutions
J
$16.9B
$876K 0.05%
12,543
+2,782
+29% +$180K
RJF icon
392
Raymond James Financial
RJF
$34.7B
$876K 0.05%
15,542
+3,503
+29% +$200K
ALLY icon
393
Ally Financial
ALLY
$13.6B
$871K 0.05%
28,117
-616
-2% -$18.2K
EMN icon
394
Eastman Chemical
EMN
$8.39B
$866K 0.05%
11,131
+2,490
+29% +$189K
NI icon
395
NiSource
NI
$20.6B
$865K 0.05%
30,049
+6,098
+25% +$172K
BURL icon
396
Burlington
BURL
$23.2B
$862K 0.05%
5,068
+1,087
+27% +$178K
CHRW icon
397
C.H. Robinson
CHRW
$17.9B
$858K 0.05%
10,169
+2,243
+28% +$189K
BEN icon
398
Franklin Resources
BEN
$17.7B
$856K 0.05%
24,607
+5,455
+28% +$185K
HRL icon
399
Hormel Foods
HRL
$13.9B
$856K 0.05%
21,115
– –
LNT icon
400
Alliant Energy
LNT
$18.2B
$856K 0.05%
17,444
+4,372
+33% +$208K
14 15
16
17 18

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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
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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.