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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
TXT icon
376
Textron
TXT
$15.4B
$1.37M 0.05%
27,954
+12,254
+78% +$598K
WCG
377
DELISTED
Wellcare Health Plans, Inc.
WCG
$1.37M 0.05%
5,283
+1,651
+45% +$456K
SUI icon
378
Sun Communities
SUI
$14.7B
$1.37M 0.05%
9,206
+3,212
+54% +$454K
CXO
379
DELISTED
CONCHO RESOURCES INC.
CXO
$1.36M 0.05%
20,102
+5,765
+40% +$469K
COR icon
380
Cencora
COR
$61.2B
$1.36M 0.05%
16,558
+4,561
+38% +$392K
GDDY icon
381
GoDaddy
GDDY
$11.5B
$1.36M 0.05%
20,647
+8,992
+77% +$609K
IT icon
382
Gartner
IT
$11.7B
$1.36M 0.05%
9,512
+2,601
+38% +$378K
AAP icon
383
Advance Auto Parts
AAP
$3.49B
$1.35M 0.05%
8,193
+3,734
+84% +$561K
EXPD icon
384
Expeditors International
EXPD
$23.2B
$1.35M 0.05%
18,142
+4,972
+38% +$364K
LUMN icon
385
Lumen
LUMN
$6.44B
$1.34M 0.05%
107,451
+31,357
+41% +$372K
ATO icon
386
Atmos Energy
ATO
$28.8B
$1.34M 0.05%
11,727
+3,371
+40% +$369K
XRAY icon
387
Dentsply Sirona
XRAY
$2.43B
$1.33M 0.05%
25,035
+7,158
+40% +$384K
LNC icon
388
Lincoln National
LNC
$8.81B
$1.33M 0.05%
22,049
+5,963
+37% +$357K
EXAS
389
DELISTED
Exact Sciences
EXAS
$1.32M 0.05%
14,592
+6,449
+79% +$735K
J icon
390
Jacobs Solutions
J
$17B
$1.32M 0.05%
17,420
+4,877
+39% +$349K
CBOE icon
391
Cboe Global Markets
CBOE
$29.9B
$1.31M 0.05%
11,431
+3,214
+39% +$372K
LNT icon
392
Alliant Energy
LNT
$18B
$1.31M 0.05%
24,263
+6,819
+39% +$350K
FTNT icon
393
Fortinet
FTNT
$117B
$1.31M 0.05%
85,075
+35,090
+70% +$569K
IFF icon
394
International Flavors & Fragrances
IFF
$21.9B
$1.3M 0.05%
10,630
+2,950
+38% +$376K
HRL icon
395
Hormel Foods
HRL
$13.8B
$1.29M 0.05%
29,610
+8,495
+40% +$357K
TSCO icon
396
Tractor Supply
TSCO
$18.1B
$1.29M 0.05%
71,470
+29,975
+72% +$621K
HST icon
397
Host Hotels & Resorts
HST
$16B
$1.28M 0.05%
74,169
+21,466
+41% +$367K
ETFC
398
DELISTED
E*Trade Financial Corporation
ETFC
$1.27M 0.05%
29,046
+11,985
+70% +$531K
VNO icon
399
Vornado Realty Trust
VNO
$7.38B
$1.25M 0.05%
19,647
+8,886
+83% +$559K
SNAP icon
400
Snap
SNAP
$9.01B
$1.24M 0.05%
78,682
+34,119
+77% +$546K
14 15
16
17 18

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IA
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AT
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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
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GF
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Verition Fund Management
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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.