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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
+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 | |
|---|---|---|---|---|---|---|
26
Bank of America
BAC
$441B
| $13.8M | 0.71% |
583,099
-301,559
| -34% | -$7.13M |
|
27
PepsiCo
PEP
$189B
| $13.6M | 0.7% |
102,489
-36,710
| -26% | -$4.84M |
|
28
Coca-Cola
KO
$374B
| $13.4M | 0.69% |
300,887
-111,814
| -27% | -$5.15M |
|
29
Pfizer
PFE
$149B
| $13.3M | 0.69% |
429,527
-154,505
| -26% | -$5.25M |
|
30
Comcast
CMCSA
$89.3B
| $13M | 0.67% |
333,897
-133,557
| -29% | -$5.09M |
|
31
AbbVie
ABBV
$431B
| $12.8M | 0.66% |
129,875
-17,526
| -12% | -$1.54M |
|
32
Walmart Inc
WMT
$892B
| $12.5M | 0.64% |
313,776
-112,638
| -26% | -$4.63M |
|
33
Chevron
CVX
$371B
| $12.4M | 0.64% |
138,904
-54,886
| -28% | -$4.91M |
|
34
Abbott
ABT
$187B
| $11.9M | 0.61% |
130,063
-52,213
| -29% | -$4.72M |
|
35
Tesla
TSLA
$1.26T
| $11.7M | 0.6% |
162,855
-43,350
| -21% | -$2.35M |
|
36
Salesforce
CRM
$153B
| $11.6M | 0.59% |
61,727
-21,265
| -26% | -$3.58M |
|
37
Thermo Fisher Scientific
TMO
$214B
| $10.6M | 0.55% |
29,366
-12,243
| -29% | -$4.1M |
|
38
Eli Lilly
LLY
$1.06T
| $10.4M | 0.54% |
63,632
-23,244
| -27% | -$3.57M |
|
39
Amgen
AMGN
$219B
| $10.3M | 0.53% |
43,545
-16,732
| -28% | -$3.82M |
|
40
McDonald's
MCD
$196B
| $10.2M | 0.52% |
55,210
-20,169
| -27% | -$3.7M |
|
41
Bristol-Myers Squibb
BMY
$131B
| $9.86M | 0.51% |
167,614
-65,762
| -28% | -$3.93M |
|
42
Costco
COST
$421B
| $9.84M | 0.51% |
32,458
-11,363
| -26% | -$3.46M |
|
43
Broadcom
AVGO
$2T
| $9.28M | 0.48% |
293,930
-100,080
| -25% | -$2.8M |
|
44
Oracle
ORCL
$413B
| $9.21M | 0.47% |
166,564
-68,645
| -29% | -$3.64M |
|
45
Nike
NKE
$62.3B
| $8.98M | 0.46% |
91,564
-38,322
| -30% | -$3.54M |
|
46
Texas Instruments
TXN
$254B
| $8.71M | 0.45% |
68,582
-27,229
| -28% | -$3.18M |
|
47
Union Pacific
UNP
$175B
| $8.55M | 0.44% |
50,583
-19,807
| -28% | -$3.17M |
|
48
NextEra Energy
NEE
$176B
| $8.52M | 0.44% |
141,876
-56,832
| -29% | -$3.4M |
|
49
American Tower
AMT
$79.8B
| $8.42M | 0.43% |
32,553
-12,567
| -28% | -$3.11M |
|
50
Danaher
DHR
$141B
| $8.2M | 0.42% |
52,325
-19,433
| -27% | -$2.79M |
|
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UM
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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.