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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
APA icon
476
APA Corp
APA
$13.2B
$946K 0.04%
36,972
+10,235
+38% +$246K
EPAM icon
477
EPAM Systems
EPAM
$5.03B
$942K 0.03%
5,165
+1,684
+48% +$317K
NOV icon
478
NOV
NOV
$7B
$941K 0.03%
44,374
+20,478
+86% +$437K
DAL icon
479
Delta Air Lines
DAL
$60.1B
$935K 0.03%
16,226
+4,632
+40% +$274K
ALNY icon
480
Alnylam Pharmaceuticals
ALNY
$29.3B
$930K 0.03%
11,570
+5,747
+99% +$455K
JBHT icon
481
JB Hunt Transport Services
JBHT
$25.2B
$928K 0.03%
8,384
+2,374
+40% +$244K
WRK
482
DELISTED
WestRock Company
WRK
$923K 0.03%
25,326
+7,580
+43% +$271K
CGNX icon
483
Cognex
CGNX
$11.3B
$919K 0.03%
18,712
+4,663
+33% +$210K
FBIN icon
484
Fortune Brands Innovations
FBIN
$6.06B
$919K 0.03%
19,654
+4,488
+30% +$204K
ON icon
485
ON Semiconductor
ON
$31.6B
$911K 0.03%
47,409
+22,755
+92% +$438K
FFIV icon
486
F5
FFIV
$22.7B
$909K 0.03%
6,476
+1,623
+33% +$224K
RNR icon
487
RenaissanceRe
RNR
$13.4B
$905K 0.03%
4,679
+1,359
+41% +$253K
RVTY icon
488
Revvity
RVTY
$12.8B
$905K 0.03%
10,623
+3,179
+43% +$278K
ALB icon
489
Albemarle
ALB
$15.5B
$902K 0.03%
12,978
+6,176
+91% +$421K
KIM icon
490
Kimco Realty
KIM
$16.4B
$902K 0.03%
43,208
+11,501
+36% +$219K
LUV icon
491
Southwest Airlines
LUV
$23B
$880K 0.03%
16,298
+3,771
+30% +$197K
CCK icon
492
Crown Holdings
CCK
$13.1B
$877K 0.03%
13,270
+3,743
+39% +$240K
JNPR
493
DELISTED
Juniper Networks
JNPR
$863K 0.03%
34,879
+9,496
+37% +$239K
DISH
494
DELISTED
DISH Network Corp.
DISH
$859K 0.03%
25,199
+7,371
+41% +$264K
RHI icon
495
Robert Half
RHI
$4.37B
$849K 0.03%
15,249
+7,270
+91% +$410K
SNA icon
496
Snap-on
SNA
$21.5B
$842K 0.03%
5,378
+1,517
+39% +$233K
ROKU icon
497
Roku
ROKU
$22.7B
$837K 0.03%
+8,228
New +$1.01M
FDS icon
498
Factset
FDS
$10.2B
$833K 0.03%
3,427
+1,044
+44% +$290K
PVH icon
499
PVH
PVH
$4.04B
$832K 0.03%
9,425
+4,614
+96% +$385K
AFG icon
500
American Financial Group
AFG
$12.1B
$831K 0.03%
7,709
+2,072
+37% +$214K
18 19
20
21 22

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IA
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AT
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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
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GF
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Verition Fund Management
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NMO
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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.