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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
BA icon
26
Boeing
BA
$187B
$22M 0.81%
57,780
+19,730
+52% +$7.05M
CMCSA icon
27
Comcast
CMCSA
$88.5B
$22M 0.81%
487,449
+167,754
+52% +$7.43M
PFE icon
28
Pfizer
PFE
$145B
$21.6M 0.8%
633,610
+218,001
+52% +$7.93M
PEP icon
29
PepsiCo
PEP
$190B
$20.7M 0.76%
150,882
+52,098
+53% +$6.92M
WMT icon
30
Walmart Inc
WMT
$888B
$18.4M 0.68%
464,163
+156,807
+51% +$5.92M
MCD icon
31
McDonald's
MCD
$191B
$17.6M 0.65%
82,171
+28,093
+52% +$6.02M
C icon
32
Citigroup
C
$230B
$17.4M 0.64%
251,597
+84,064
+50% +$5.72M
ABT icon
33
Abbott
ABT
$182B
$15.9M 0.59%
190,589
+67,891
+55% +$5.77M
ADBE icon
34
Adobe
ADBE
$102B
$14.5M 0.54%
52,485
+18,109
+53% +$5.29M
ORCL icon
35
Oracle
ORCL
$420B
$14.3M 0.53%
259,600
+81,443
+46% +$4.5M
IBM icon
36
IBM
IBM
$222B
$13.9M 0.52%
100,343
+34,310
+52% +$4.63M
COST icon
37
Costco
COST
$420B
$13.6M 0.5%
47,267
+16,301
+53% +$4.59M
CRM icon
38
Salesforce
CRM
$156B
$13.3M 0.49%
89,713
+35,834
+67% +$5.45M
HON icon
39
Honeywell
HON
$78.9B
$13.3M 0.49%
83,229
+29,032
+54% +$4.62M
TXN icon
40
Texas Instruments
TXN
$259B
$13M 0.48%
100,910
+34,315
+52% +$4.23M
AMGN icon
41
Amgen
AMGN
$210B
$12.8M 0.47%
66,227
+21,753
+49% +$4.18M
NKE icon
42
Nike
NKE
$61.6B
$12.8M 0.47%
136,005
+46,716
+52% +$4.01M
NFLX icon
43
Netflix
NFLX
$306B
$12.7M 0.47%
472,810
+164,590
+53% +$5.15M
TMO icon
44
Thermo Fisher Scientific
TMO
$209B
$12.5M 0.46%
42,919
+14,813
+53% +$4.24M
UNP icon
45
Union Pacific
UNP
$176B
$12.5M 0.46%
77,012
+25,701
+50% +$4.32M
PYPL icon
46
PayPal
PYPL
$50.1B
$12.5M 0.46%
120,231
+41,772
+53% +$4.6M
ABBV icon
47
AbbVie
ABBV
$431B
$12.1M 0.45%
159,768
+54,980
+52% +$3.77M
NEE icon
48
NextEra Energy
NEE
$182B
$12M 0.44%
206,304
+73,312
+55% +$3.97M
RTX icon
49
RTX Corp
RTX
$294B
$12M 0.44%
139,277
+47,453
+52% +$3.94M
AVGO icon
50
Broadcom
AVGO
$1.99T
$11.8M 0.44%
428,310
+146,580
+52% +$4.17M
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
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RFC
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GF
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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.