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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 | |
|---|---|---|---|---|---|---|
376
Dell
DELL
$293B
| $912K | 0.05% |
32,770
-2,269
| -6% | -$51K |
|
377
Synchrony
SYF
$25.6B
| $901K | 0.05% |
40,660
-21,362
| -34% | -$416K |
|
378
Factset
FDS
$10.2B
| $889K | 0.05% |
2,706
-703
| -21% | -$203K |
|
379
Fair Isaac
FICO
$22.5B
| $886K | 0.05% |
+2,120
| New | +$774K |
|
380
Insulet
PODD
$9.79B
| $883K | 0.05% |
4,546
-1,254
| -22% | -$240K |
|
381
Arista Networks
ANET
$238B
| $882K | 0.05% |
67,216
-24,496
| -27% | -$331K |
|
382
Evergy
EVRG
$19.2B
| $876K | 0.05% |
14,779
-9,420
| -39% | -$558K |
|
383
Nucor
NUE
$62.1B
| $875K | 0.05% |
21,125
-8,717
| -29% | -$352K |
|
384
Sarepta Therapeutics
SRPT
$1.77B
| $870K | 0.04% |
5,425
-1,894
| -26% | -$258K |
|
385
Teledyne Technologies
TDY
$32B
| $867K | 0.04% |
2,787
-721
| -21% | -$237K |
|
386
Gen Digital
GEN
$17.5B
| $866K | 0.04% |
43,679
-21,956
| -33% | -$447K |
|
387
International Flavors & Fragrances
IFF
$21.9B
| $865K | 0.04% |
7,066
-2,846
| -29% | -$360K |
|
388
J.M. Smucker
SJM
$12.8B
| $865K | 0.04% |
8,177
-3,920
| -32% | -$440K |
|
389
Halliburton
HAL
$26.6B
| $864K | 0.04% |
66,586
-16,034
| -19% | -$173K |
|
390
KeyCorp
KEY
$24.4B
| $857K | 0.04% |
70,392
-30,572
| -30% | -$355K |
|
391
Leidos
LDOS
$17.3B
| $855K | 0.04% |
9,124
-4,071
| -31% | -$401K |
|
392
W.P. Carey
WPC
$16.4B
| $855K | 0.04% |
12,905
-6,649
| -34% | -$413K |
|
393
IDEX
IEX
$17.3B
| $850K | 0.04% |
5,380
-1,858
| -26% | -$284K |
|
|
MASI
394
DELISTED
Masimo
MASI
| $849K | 0.04% |
+3,724
| New | +$817K |
|
395
Omnicom Group
OMC
$23.4B
| $848K | 0.04% |
15,523
-5,774
| -27% | -$314K |
|
396
Xylem
XYL
$28.1B
| $846K | 0.04% |
13,024
-4,098
| -24% | -$270K |
|
397
Jacobs Solutions
J
$17B
| $845K | 0.04% |
12,047
-7,350
| -38% | -$496K |
|
398
United Rentals
URI
$72.4B
| $840K | 0.04% |
5,633
-2,418
| -30% | -$307K |
|
399
Waters Corp
WAT
$39.9B
| $839K | 0.04% |
4,652
-2,462
| -35% | -$465K |
|
400
Principal Financial Group
PFG
$24.3B
| $836K | 0.04% |
20,120
-9,197
| -31% | -$336K |
|
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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.