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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
ELS icon
451
Equity Lifestyle Properties
ELS
$12.5B
$716K 0.04%
+11,800
New +$699K
FRT icon
452
Federal Realty Investment Trust
FRT
$10.2B
$716K 0.04%
5,560
+1,787
+47% +$237K
DPZ icon
453
Domino's
DPZ
$11.9B
$715K 0.04%
2,570
– –
WRB icon
454
W.R. Berkley
WRB
$26.8B
$715K 0.04%
24,413
-322
-1% -$8.81K
FFIV icon
455
F5
FFIV
$23.5B
$707K 0.04%
4,853
+1,324
+38% +$198K
INVH icon
456
Invitation Homes
INVH
$18B
$707K 0.04%
26,454
+7,609
+40% +$194K
LW icon
457
Lamb Weston
LW
$7.16B
$706K 0.04%
11,147
+3,072
+38% +$203K
VIAB
458
DELISTED
Viacom Inc. Class B
VIAB
$703K 0.04%
23,539
– –
MTN icon
459
Vail Resorts
MTN
$5.23B
$694K 0.04%
3,109
+888
+40% +$197K
OGE icon
460
OGE Energy
OGE
$9.67B
$693K 0.04%
16,288
+4,379
+37% +$185K
WHR icon
461
Whirlpool
WHR
$2.8B
$693K 0.04%
4,867
– –
VNO icon
462
Vornado Realty Trust
VNO
$7.27B
$690K 0.04%
10,761
– –
AAP icon
463
Advance Auto Parts
AAP
$3.49B
$687K 0.04%
4,459
– –
DISH
464
DELISTED
DISH Network Corp.
DISH
$685K 0.04%
17,828
+4,820
+37% +$171K
FDS icon
465
Factset
FDS
$9.77B
$683K 0.04%
+2,383
New +$659K
HSIC icon
466
Henry Schein
HSIC
$9.83B
$676K 0.04%
9,667
– –
JNPR
467
DELISTED
Juniper Networks
JNPR
$676K 0.04%
25,383
– –
CGNX icon
468
Cognex
CGNX
$11.2B
$674K 0.04%
14,049
+4,008
+40% +$193K
PHM icon
469
Pultegroup
PHM
$24.7B
$673K 0.04%
21,298
+5,757
+37% +$180K
PNW icon
470
Pinnacle West Capital
PNW
$12.2B
$661K 0.04%
7,020
+1,350
+24% +$129K
DAL icon
471
Delta Air Lines
DAL
$60.5B
$658K 0.04%
11,594
– –
W icon
472
Wayfair
W
$14.3B
$657K 0.04%
4,499
+1,228
+38% +$185K
WRK
473
DELISTED
WestRock Company
WRK
$647K 0.04%
17,746
– –
SNA icon
474
Snap-on
SNA
$21.5B
$640K 0.04%
3,861
– –
SNAP icon
475
Snap
SNAP
$8.83B
$637K 0.04%
+44,563
New +$545K
17 18
19
20 21

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IA
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AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
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
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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.