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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
NDAQ icon
401
Nasdaq
NDAQ
$52.9B
$855K 0.05%
26,685
+5,784
+28% +$177K
DVN icon
402
Devon Energy
DVN
$48.5B
$854K 0.05%
29,936
– –
URI icon
403
United Rentals
URI
$72.3B
$853K 0.05%
6,429
+1,441
+29% +$183K
CBOE icon
404
Cboe Global Markets
CBOE
$29.7B
$852K 0.05%
8,217
+1,760
+27% +$182K
CF icon
405
CF Industries
CF
$17.9B
$845K 0.05%
18,094
+4,021
+29% +$174K
TRMB icon
406
Trimble
TRMB
$13.7B
$843K 0.05%
18,683
– –
AVY icon
407
Avery Dennison
AVY
$13.3B
$838K 0.05%
7,247
+1,670
+30% +$183K
BKR icon
408
Baker Hughes
BKR
$61.2B
$838K 0.05%
34,010
+787
+2% +$19K
CAG icon
409
Conagra Brands
CAG
$7.18B
$838K 0.05%
31,601
– –
TXT icon
410
Textron
TXT
$15.2B
$833K 0.05%
15,700
– –
FOXA icon
411
Fox Class A
FOXA
$24.6B
$832K 0.05%
22,720
– –
NBL
412
DELISTED
Noble Energy, Inc.
NBL
$830K 0.05%
37,038
+8,664
+31% +$206K
OKTA icon
413
Okta
OKTA
$25.6B
$828K 0.05%
+6,703
New +$727K
FNF icon
414
Fidelity National Financial
FNF
$13.8B
$824K 0.05%
21,269
– –
GDDY icon
415
GoDaddy
GDDY
$11.6B
$818K 0.05%
11,655
– –
MAS icon
416
Masco
MAS
$15.2B
$818K 0.05%
20,840
– –
CMA
417
DELISTED
Comerica
CMA
$816K 0.05%
11,240
– –
EG icon
418
Everest Group
EG
$14.3B
$814K 0.05%
3,295
+711
+28% +$171K
KKR icon
419
KKR & Co
KKR
$94.9B
$814K 0.05%
32,230
+728
+2% +$17.4K
FMC icon
420
FMC
FMC
$1.35B
$805K 0.05%
9,703
– –
NCLH icon
421
Norwegian Cruise Line
NCLH
$9.32B
$799K 0.05%
14,890
+315
+2% +$17.5K
REG icon
422
Regency Centers
REG
$14.5B
$798K 0.05%
11,958
+2,201
+23% +$148K
CTRA
423
DELISTED
Coterra Energy
CTRA
$796K 0.05%
34,687
+7,988
+30% +$203K
WYNN icon
424
Wynn Resorts
WYNN
$10.5B
$796K 0.05%
6,418
– –
DISCK
425
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$795K 0.05%
27,939
+3,740
+15% +$102K
15 16
17
18 19

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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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Mawer Investment Management
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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.