We are live on
!
Find out more
II
IFM Investors Portfolio holdings
AUM
$15.1B
1-Year Est. Return
40.57%
This Fund
S&P 500
This Quarter
Est. Return
+24.24%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.94B
AUM Growth
-$290M
(-13%)
Cap. Flow
-$678M
Cap. Flow
% of AUM
-34.89%
Top 10 Holdings %
Top 10 Hldgs %
26.25%
Holding
629
New
25
Increased
10
Reduced
556
Closed
38
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Otis Worldwide
OTIS
|
+$1.58M |
| 2 |
Zoom
ZM
|
+$1.43M |
| 3 |
Carrier Global
CARR
|
+$1.14M |
| 4 |
Moderna
MRNA
|
+$1.11M |
| 5 |
COUP
Coupa Software Incorporated
COUP
|
+$996K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$40.1M |
| 2 |
Microsoft
MSFT
|
+$36.5M |
| 3 |
Amazon
AMZN
|
+$27.6M |
| 4 |
Meta Platforms (Facebook)
META
|
+$13.9M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$11.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.3% |
| 2 | Healthcare | 14.6% |
| 3 | Financials | 12.87% |
| 4 | Consumer Discretionary | 11.21% |
| 5 | Communication Services | 10.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Hasbro
HAS
$13.2B
| $697K | 0.04% |
9,301
-3,085
| -25% | -$223K |
|
452
Western Union
WU
$2.21B
| $690K | 0.04% |
31,898
-14,776
| -32% | -$300K |
|
453
Lumen
LUMN
$6.44B
| $682K | 0.04% |
68,027
-29,544
| -30% | -$296K |
|
454
Pultegroup
PHM
$25.3B
| $675K | 0.03% |
19,843
-6,654
| -25% | -$200K |
|
455
Huntington Bancshares
HBAN
$35.5B
| $673K | 0.03% |
74,492
-33,688
| -31% | -$298K |
|
456
Fortune Brands Innovations
FBIN
$6.06B
| $672K | 0.03% |
12,290
-5,779
| -32% | -$269K |
|
457
Lamb Weston
LW
$7.19B
| $672K | 0.03% |
10,511
-4,255
| -29% | -$257K |
|
458
Crown Holdings
CCK
$13.1B
| $660K | 0.03% |
10,127
-2,015
| -17% | -$127K |
|
459
Datadog
DDOG
$84B
| $660K | 0.03% |
+7,589
| New | +$462K |
|
460
Packaging Corp of America
PKG
$22.8B
| $658K | 0.03% |
6,594
-3,806
| -37% | -$362K |
|
461
Annaly Capital Management
NLY
$17.4B
| $654K | 0.03% |
24,933
-9,724
| -28% | -$240K |
|
462
Loews
L
$23.6B
| $650K | 0.03% |
18,951
-8,169
| -30% | -$275K |
|
463
Guidewire Software
GWRE
$14.2B
| $635K | 0.03% |
5,729
-3,224
| -36% | -$310K |
|
464
PTC
PTC
$16B
| $632K | 0.03% |
8,125
-3,146
| -28% | -$223K |
|
465
Henry Schein
HSIC
$9.82B
| $631K | 0.03% |
10,806
-5,729
| -35% | -$320K |
|
466
F5
FFIV
$22.7B
| $627K | 0.03% |
4,493
-1,869
| -29% | -$252K |
|
|
DISH
467
DELISTED
DISH Network Corp.
DISH
| $627K | 0.03% |
18,159
-6,865
| -27% | -$191K |
|
468
Apollo Global Management
APO
$73.4B
| $626K | 0.03% |
+12,543
| New | +$550K |
|
469
Eastman Chemical
EMN
$8.42B
| $626K | 0.03% |
8,987
-5,091
| -36% | -$321K |
|
470
Fidelity National Financial
FNF
$13.5B
| $626K | 0.03% |
21,232
-17,564
| -45% | -$483K |
|
471
Elanco Animal Health
ELAN
$11.1B
| $624K | 0.03% |
29,092
-8,273
| -22% | -$183K |
|
472
Camden Property Trust
CPT
$11.3B
| $621K | 0.03% |
6,810
-3,602
| -35% | -$318K |
|
473
Raymond James Financial
RJF
$34B
| $620K | 0.03% |
13,520
-5,623
| -29% | -$253K |
|
474
Fox Class A
FOXA
$26.9B
| $618K | 0.03% |
23,056
-8,054
| -26% | -$218K |
|
475
AES
AES
$10.5B
| $614K | 0.03% |
42,367
-24,157
| -36% | -$317K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
NMO
IFM Investors's Q2 2020 Portfolio in Review
As of Q2 2020, IFM Investors held 629 positions worth $1.94B, down 13% from $2.23B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
IFM Investors withdrew a net $678M in Q2 2020, closing 38 positions and reducing 556 holdings. Its most notable exit was Raytheon Company, an estimated $4.2M position sold in full.
By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 23% a quarter earlier, followed by Healthcare and Financials.
Against the trend, IFM Investors opened a new position in Otis Worldwide worth $1.73M.
- IFM Investors's largest Q2 2020 buy was Otis Worldwide: 30,425 shares worth $1.73M.
- IFM Investors added most to Uber in Q2 2020, an estimated $910K increase.
- IFM Investors's biggest Q2 2020 reduction was Apple, cutting an estimated $40.1M.
- IFM Investors fully exited Raytheon Company in Q2 2020, selling an estimated $4.2M.
- IFM Investors's ten largest holdings make up 26% of its $1.94B portfolio in Q2 2020.
- IFM Investors opened 25 new positions and closed 38 in Q2 2020.
- IFM Investors's portfolio value fell 13% quarter-over-quarter to $1.94B.
Based on IFM Investors's 13F filing for Q2 2020, filed 13 Jul 2020.