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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
FLIR
476
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$637K 0.04%
11,772
+3,492
+42% +$177K
LUV icon
477
Southwest Airlines
LUV
$23B
$636K 0.04%
12,527
+3,657
+41% +$189K
TPR icon
478
Tapestry
TPR
$32.8B
$636K 0.04%
20,046
– –
FLS icon
479
Flowserve
FLS
$10.2B
$634K 0.04%
12,026
+3,507
+41% +$172K
VST icon
480
Vistra
VST
$47.4B
$634K 0.04%
28,015
+8,504
+44% +$213K
VER
481
DELISTED
VEREIT, Inc.
VER
$632K 0.04%
14,022
-575
-4% -$24.9K
SGEN
482
DELISTED
Seagen Inc. Common Stock
SGEN
$629K 0.04%
9,083
+2,605
+40% +$182K
GL icon
483
Globe Life
GL
$14.3B
$628K 0.04%
7,025
-178
-2% -$15.5K
SIRI icon
484
SiriusXM
SIRI
$10.1B
$626K 0.04%
11,223
– –
WU icon
485
Western Union
WU
$2.21B
$621K 0.04%
31,241
-783
-2% -$15.3K
HII icon
486
Huntington Ingalls Industries
HII
$12.8B
$616K 0.04%
2,741
– –
BWA icon
487
BorgWarner
BWA
$13.9B
$613K 0.03%
16,578
-741
-4% -$26.3K
CPT icon
488
Camden Property Trust
CPT
$11.1B
$612K 0.03%
5,858
+1,226
+26% +$126K
NRG icon
489
NRG Energy
NRG
$24.8B
$611K 0.03%
17,407
– –
UBER icon
490
Uber
UBER
$153B
$608K 0.03%
+13,118
New +$557K
LYV icon
491
Live Nation Entertainment
LYV
$42.1B
$606K 0.03%
9,153
+276
+3% +$17.7K
EPAM icon
492
EPAM Systems
EPAM
$5.09B
$603K 0.03%
+3,481
New +$600K
AGNC icon
493
AGNC Investment
AGNC
$12.9B
$601K 0.03%
35,709
+695
+2% +$12.1K
PKG icon
494
Packaging Corp of America
PKG
$22.8B
$598K 0.03%
6,277
– –
LII icon
495
Lennox International
LII
$15.2B
$595K 0.03%
2,165
+106
+5% +$28.9K
ELAN icon
496
Elanco Animal Health
ELAN
$11.1B
$593K 0.03%
+17,551
New +$570K
RNR icon
497
RenaissanceRe
RNR
$13.4B
$591K 0.03%
3,320
+1,030
+45% +$169K
Y
498
DELISTED
Alleghany Corp
Y
$591K 0.03%
867
+25
+3% +$16.6K
ODFL icon
499
Old Dominion Freight Line
ODFL
$44.9B
$590K 0.03%
11,868
– –
KIM icon
500
Kimco Realty
KIM
$16.4B
$586K 0.03%
31,707
-620
-2% -$11.2K
18 19
20
21 22

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IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
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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NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 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.