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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
IEX icon
401
IDEX
IEX
$17.3B
$1.23M 0.05%
7,509
+2,069
+38% +$343K
Y
402
DELISTED
Alleghany Corp
Y
$1.23M 0.05%
1,539
+672
+78% +$494K
NI icon
403
NiSource
NI
$20.4B
$1.22M 0.05%
40,885
+10,836
+36% +$318K
NDAQ icon
404
Nasdaq
NDAQ
$52.9B
$1.22M 0.05%
36,771
+10,086
+38% +$335K
NRG icon
405
NRG Energy
NRG
$24.8B
$1.22M 0.04%
30,671
+13,264
+76% +$479K
WU icon
406
Western Union
WU
$2.21B
$1.21M 0.04%
52,290
+21,049
+67% +$454K
PAYC icon
407
Paycom
PAYC
$10B
$1.21M 0.04%
5,780
+2,480
+75% +$579K
TWLO icon
408
Twilio
TWLO
$36.6B
$1.21M 0.04%
11,013
+3,549
+48% +$460K
ODFL icon
409
Old Dominion Freight Line
ODFL
$44.9B
$1.21M 0.04%
21,360
+9,492
+80% +$515K
SIVB
410
DELISTED
SVB Financial Group
SIVB
$1.21M 0.04%
5,790
+1,541
+36% +$323K
LDOS icon
411
Leidos
LDOS
$17.3B
$1.21M 0.04%
14,038
+4,235
+43% +$355K
HWM icon
412
Howmet Aerospace
HWM
$113B
$1.2M 0.04%
60,366
+15,533
+35% +$306K
WYNN icon
413
Wynn Resorts
WYNN
$10.6B
$1.2M 0.04%
11,065
+4,647
+72% +$553K
CHRW icon
414
C.H. Robinson
CHRW
$17.5B
$1.2M 0.04%
14,149
+3,980
+39% +$335K
PNW icon
415
Pinnacle West Capital
PNW
$12.2B
$1.2M 0.04%
12,344
+5,324
+76% +$502K
ARMK icon
416
Aramark
ARMK
$14.7B
$1.2M 0.04%
38,040
+9,815
+35% +$276K
SIRI icon
417
SiriusXM
SIRI
$10.1B
$1.2M 0.04%
19,132
+7,909
+70% +$486K
AES icon
418
AES
AES
$10.5B
$1.19M 0.04%
73,038
+19,391
+36% +$312K
CF icon
419
CF Industries
CF
$17.3B
$1.19M 0.04%
24,178
+6,084
+34% +$295K
MRO
420
DELISTED
Marathon Oil Corporation
MRO
$1.19M 0.04%
96,830
+42,560
+78% +$550K
CPT icon
421
Camden Property Trust
CPT
$11.1B
$1.18M 0.04%
10,653
+4,795
+82% +$516K
FMC icon
422
FMC
FMC
$1.33B
$1.18M 0.04%
13,443
+3,740
+39% +$321K
OKTA icon
423
Okta
OKTA
$25.8B
$1.18M 0.04%
11,950
+5,247
+78% +$655K
LKQ icon
424
LKQ Corp
LKQ
$6.29B
$1.18M 0.04%
37,364
+15,660
+72% +$429K
EG icon
425
Everest Group
EG
$14.4B
$1.17M 0.04%
4,404
+1,109
+34% +$280K
15 16
17
18 19

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IA
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AT
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UM
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FCAS
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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.