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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 | |
|---|---|---|---|---|---|---|
476
Campbell Soup
CPB
$6.87B
| $614K | 0.03% |
12,367
-7,028
| -36% | -$349K |
|
477
SiriusXM
SIRI
$10.1B
| $614K | 0.03% |
10,459
-6,634
| -39% | -$372K |
|
478
Whirlpool
WHR
$2.82B
| $613K | 0.03% |
4,733
-1,442
| -23% | -$165K |
|
479
Everest Group
EG
$14.4B
| $609K | 0.03% |
2,953
-1,124
| -28% | -$219K |
|
480
Albemarle
ALB
$15.5B
| $600K | 0.03% |
7,775
-4,411
| -36% | -$300K |
|
481
Pinterest
PINS
$13.4B
| $598K | 0.03% |
26,967
-1,755
| -6% | -$34.3K |
|
482
W.R. Berkley
WRB
$26.6B
| $598K | 0.03% |
23,501
-7,569
| -24% | -$186K |
|
483
Lennox International
LII
$15.2B
| $596K | 0.03% |
2,558
-1,215
| -32% | -$245K |
|
484
Globe Life
GL
$14.3B
| $593K | 0.03% |
7,982
-2,827
| -26% | -$215K |
|
485
CenterPoint Energy
CNP
$26.8B
| $590K | 0.03% |
31,601
-17,313
| -35% | -$298K |
|
486
ON Semiconductor
ON
$31.6B
| $590K | 0.03% |
29,789
-16,979
| -36% | -$277K |
|
487
Equitable Holdings
EQH
$14.1B
| $588K | 0.03% |
30,494
-4,583
| -13% | -$81.9K |
|
488
MGM Resorts International
MGM
$11.2B
| $587K | 0.03% |
34,952
-18,319
| -34% | -$296K |
|
489
DaVita
DVA
$11.7B
| $581K | 0.03% |
7,347
-2,300
| -24% | -$180K |
|
|
JNPR
490
DELISTED
Juniper Networks
JNPR
| $580K | 0.03% |
25,367
-6,841
| -21% | -$157K |
|
491
Iron Mountain
IRM
$36.1B
| $578K | 0.03% |
22,127
-7,714
| -26% | -$195K |
|
492
Host Hotels & Resorts
HST
$16B
| $575K | 0.03% |
53,317
-14,191
| -21% | -$163K |
|
493
Snap-on
SNA
$21.5B
| $575K | 0.03% |
4,151
-2,895
| -41% | -$368K |
|
494
LKQ Corp
LKQ
$6.29B
| $570K | 0.03% |
21,743
-11,577
| -35% | -$285K |
|
495
RenaissanceRe
RNR
$13.4B
| $570K | 0.03% |
3,331
-1,085
| -25% | -$178K |
|
496
Ionis Pharmaceuticals
IONS
$9.4B
| $568K | 0.03% |
9,630
-2,062
| -18% | -$115K |
|
497
Zillow
Z
$7.56B
| $567K | 0.03% |
9,836
-4,249
| -30% | -$211K |
|
498
Cable One
CABO
$212M
| $564K | 0.03% |
+318
| New | +$569K |
|
499
Universal Health Services
UHS
$10.5B
| $561K | 0.03% |
6,038
-2,617
| -30% | -$262K |
|
|
ONC
500
BeOne Medicines Ltd
ONC
$39.4B
| $560K | 0.03% |
2,974
-29
| -1% | -$4.72K |
|
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IA
AT
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.