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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
GL icon
426
Globe Life
GL
$14.3B
$1.17M 0.04%
12,218
+5,193
+74% +$471K
SSNC icon
427
SS&C Technologies
SSNC
$18.6B
$1.17M 0.04%
22,667
+6,987
+45% +$357K
PKG icon
428
Packaging Corp of America
PKG
$22.8B
$1.16M 0.04%
10,971
+4,694
+75% +$475K
VER
429
DELISTED
VEREIT, Inc.
VER
$1.15M 0.04%
23,507
+9,485
+68% +$447K
REG icon
430
Regency Centers
REG
$14.1B
$1.15M 0.04%
16,530
+4,572
+38% +$304K
JKHY icon
431
Jack Henry & Associates
JKHY
$11.1B
$1.15M 0.04%
7,863
+2,245
+40% +$318K
ELS icon
432
Equity Lifestyle Properties
ELS
$12.6B
$1.14M 0.04%
17,090
+5,290
+45% +$345K
LW icon
433
Lamb Weston
LW
$7.19B
$1.14M 0.04%
15,687
+4,540
+41% +$311K
RJF icon
434
Raymond James Financial
RJF
$34B
$1.14M 0.04%
20,738
+5,196
+33% +$282K
NBL
435
DELISTED
Noble Energy, Inc.
NBL
$1.13M 0.04%
50,236
+13,198
+36% +$294K
VAR
436
DELISTED
Varian Medical Systems, Inc.
VAR
$1.13M 0.04%
9,461
+2,478
+35% +$295K
UGI icon
437
UGI
UGI
$7.33B
$1.12M 0.04%
22,289
+11,851
+114% +$592K
DPZ icon
438
Domino's
DPZ
$11.6B
$1.11M 0.04%
4,557
+1,987
+77% +$492K
HSIC icon
439
Henry Schein
HSIC
$9.82B
$1.1M 0.04%
17,385
+7,718
+80% +$499K
EMN icon
440
Eastman Chemical
EMN
$8.42B
$1.1M 0.04%
14,946
+3,815
+34% +$274K
NCLH icon
441
Norwegian Cruise Line
NCLH
$8.84B
$1.1M 0.04%
21,228
+6,338
+43% +$321K
LYV icon
442
Live Nation Entertainment
LYV
$42.1B
$1.09M 0.04%
16,465
+7,312
+80% +$511K
WRB icon
443
W.R. Berkley
WRB
$26.6B
$1.08M 0.04%
33,784
+9,371
+38% +$293K
AVY icon
444
Avery Dennison
AVY
$13.4B
$1.08M 0.04%
9,540
+2,293
+32% +$262K
TAP icon
445
Molson Coors Class B
TAP
$8.1B
$1.08M 0.04%
18,826
+5,563
+42% +$302K
LBRDK icon
446
Liberty Broadband Class C
LBRDK
$5.15B
$1.08M 0.04%
10,321
+3,108
+43% +$324K
FOXA icon
447
Fox Class A
FOXA
$26.9B
$1.08M 0.04%
34,175
+11,455
+50% +$396K
URI icon
448
United Rentals
URI
$72.4B
$1.07M 0.04%
8,602
+2,173
+34% +$263K
ZBRA icon
449
Zebra Technologies
ZBRA
$17.8B
$1.07M 0.04%
5,179
+1,659
+47% +$335K
SGEN
450
DELISTED
Seagen Inc. Common Stock
SGEN
$1.06M 0.04%
12,386
+3,303
+36% +$242K
16 17
18
19 20

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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.