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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
WAB icon
426
Wabtec
WAB
$50B
$792K 0.05%
11,043
+2,849
+35% +$202K
DRE
427
DELISTED
Duke Realty Corp.
DRE
$788K 0.04%
24,914
-340
-1% -$10.5K
LDOS icon
428
Leidos
LDOS
$15.9B
$783K 0.04%
9,803
+2,365
+32% +$173K
APA icon
429
APA Corp
APA
$12.3B
$775K 0.04%
26,737
– –
MRO
430
DELISTED
Marathon Oil Corporation
MRO
$771K 0.04%
54,270
– –
FTNT icon
431
Fortinet
FTNT
$120B
$768K 0.04%
49,985
-565
-1% -$9.3K
SUI icon
432
Sun Communities
SUI
$14.7B
$768K 0.04%
+5,994
New +$744K
UHS icon
433
Universal Health Services
UHS
$10.4B
$766K 0.04%
5,877
– –
ETFC
434
DELISTED
E*Trade Financial Corporation
ETFC
$761K 0.04%
17,061
-193
-1% -$9.22K
JKHY icon
435
Jack Henry & Associates
JKHY
$11B
$752K 0.04%
5,618
+1,359
+32% +$188K
LBRDK icon
436
Liberty Broadband Class C
LBRDK
$5.16B
$752K 0.04%
7,213
– –
MOS icon
437
The Mosaic Company
MOS
$7.44B
$752K 0.04%
30,031
+7,974
+36% +$195K
RGA icon
438
Reinsurance Group of America
RGA
$15.5B
$751K 0.04%
4,811
+1,329
+38% +$199K
PAYC icon
439
Paycom
PAYC
$8.15B
$748K 0.04%
+3,300
New +$678K
DATA
440
DELISTED
Tableau Software, Inc.
DATA
$746K 0.04%
4,491
– –
PTC icon
441
PTC
PTC
$15.1B
$743K 0.04%
8,276
+2,245
+37% +$201K
TAP icon
442
Molson Coors Class B
TAP
$7.85B
$743K 0.04%
13,263
– –
FBIN icon
443
Fortune Brands Innovations
FBIN
$6.24B
$741K 0.04%
15,166
+3,546
+31% +$158K
IRM icon
444
Iron Mountain
IRM
$37.8B
$737K 0.04%
23,560
+5,789
+33% +$190K
ZBRA icon
445
Zebra Technologies
ZBRA
$17.5B
$737K 0.04%
+3,520
New +$710K
ARMK icon
446
Aramark
ARMK
$15B
$735K 0.04%
28,225
+7,496
+36% +$175K
MKTX icon
447
MarketAxess Holdings
MKTX
$5.71B
$735K 0.04%
+2,288
New +$661K
MHK icon
448
Mohawk Industries
MHK
$9.19B
$726K 0.04%
4,923
+1,269
+35% +$176K
TIF
449
DELISTED
Tiffany & Co.
TIF
$720K 0.04%
7,694
– –
RVTY icon
450
Revvity
RVTY
$12.8B
$717K 0.04%
+7,444
New +$693K
16 17
18
19 20

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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
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
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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.