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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
WFC icon
26
Wells Fargo
WFC
$261B
$14.5M 0.83%
307,427
+15,869
+5% +$742K
BA icon
27
Boeing
BA
$171B
$13.9M 0.79%
38,050
+2,822
+8% +$1.03M
CMCSA icon
28
Comcast
CMCSA
$85B
$13.5M 0.77%
319,695
+24,249
+8% +$1.02M
PEP icon
29
PepsiCo
PEP
$190B
$13M 0.74%
98,784
+7,598
+8% +$974K
C icon
30
Citigroup
C
$222B
$11.7M 0.67%
167,533
+6,834
+4% +$457K
NFLX icon
31
Netflix
NFLX
$299B
$11.3M 0.64%
308,220
+23,850
+8% +$860K
WMT icon
32
Walmart Inc
WMT
$885B
$11.3M 0.64%
307,356
+25,083
+9% +$864K
MCD icon
33
McDonald's
MCD
$192B
$11.2M 0.64%
54,078
+3,929
+8% +$778K
ABT icon
34
Abbott
ABT
$183B
$10.3M 0.59%
122,698
+9,723
+9% +$765K
ORCL icon
35
Oracle
ORCL
$374B
$10.2M 0.58%
178,157
+5,295
+3% +$287K
ADBE icon
36
Adobe
ADBE
$99.5B
$10.1M 0.58%
34,376
+2,594
+8% +$720K
PYPL icon
37
PayPal
PYPL
$48.9B
$8.98M 0.51%
78,459
+5,753
+8% +$638K
HON icon
38
Honeywell
HON
$77B
$8.92M 0.51%
54,197
+3,903
+8% +$621K
IBM icon
39
IBM
IBM
$211B
$8.71M 0.49%
66,033
+4,282
+7% +$563K
UNP icon
40
Union Pacific
UNP
$174B
$8.68M 0.49%
51,311
+3,028
+6% +$519K
TMO icon
41
Thermo Fisher Scientific
TMO
$213B
$8.25M 0.47%
28,106
+2,297
+9% +$633K
AMGN icon
42
Amgen
AMGN
$208B
$8.2M 0.47%
44,474
+2,799
+7% +$501K
COST icon
43
Costco
COST
$422B
$8.18M 0.46%
30,966
+2,653
+9% +$661K
CRM icon
44
Salesforce
CRM
$151B
$8.18M 0.46%
53,879
+4,044
+8% +$634K
AVGO icon
45
Broadcom
AVGO
$1.85T
$8.11M 0.46%
281,730
+10,360
+4% +$302K
TXN icon
46
Texas Instruments
TXN
$252B
$7.64M 0.43%
66,595
+3,590
+6% +$401K
ABBV icon
47
AbbVie
ABBV
$443B
$7.62M 0.43%
104,788
+6,863
+7% +$539K
RTX icon
48
RTX Corp
RTX
$290B
$7.52M 0.43%
91,824
+7,178
+8% +$600K
NKE icon
49
Nike
NKE
$61.9B
$7.5M 0.43%
89,289
+6,107
+7% +$514K
SBUX icon
50
Starbucks
SBUX
$120B
$7.37M 0.42%
87,945
+5,176
+6% +$406K
1
2
3 4 5

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IA
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AT
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UM
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FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
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GF
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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.