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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
CCK icon
501
Crown Holdings
CCK
$13.3B
$582K 0.03%
9,527
-146
-2% -$8.51K
IPG
502
DELISTED
Interpublic Group of Companies
IPG
$582K 0.03%
25,784
– –
AFG icon
503
American Financial Group
AFG
$12.2B
$578K 0.03%
5,637
+1,989
+55% +$200K
LKQ icon
504
LKQ Corp
LKQ
$6.1B
$578K 0.03%
21,704
-329
-1% -$9.21K
SPR
505
DELISTED
Spirit AeroSystems
SPR
$568K 0.03%
6,983
– –
HBI
506
DELISTED
Hanesbrands
HBI
$566K 0.03%
32,851
+10,737
+49% +$185K
HDS
507
DELISTED
HD Supply Holdings, Inc.
HDS
$563K 0.03%
13,979
+5,434
+64% +$233K
CDK
508
DELISTED
CDK Global, Inc.
CDK
$559K 0.03%
11,299
+3,804
+51% +$204K
UGI icon
509
UGI
UGI
$7.62B
$557K 0.03%
10,438
+328
+3% +$17.5K
TRGP icon
510
Targa Resources
TRGP
$55.8B
$556K 0.03%
14,173
– –
KSS icon
511
Kohl's
KSS
$2.23B
$551K 0.03%
11,596
– –
LSXMK
512
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$551K 0.03%
19,042
-308
-2% -$9.01K
JBHT icon
513
JB Hunt Transport Services
JBHT
$25.6B
$549K 0.03%
6,010
+196
+3% +$18.5K
FOX icon
514
Fox Class B
FOX
$21.9B
$545K 0.03%
14,910
+5,330
+56% +$193K
EWBC icon
515
East-West Bancorp
EWBC
$18.3B
$543K 0.03%
11,611
+4,616
+66% +$221K
TEVA icon
516
Teva Pharmaceuticals
TEVA
$40.5B
$543K 0.03%
58,800
+2,402
+4% +$29K
IONS icon
517
Ionis Pharmaceuticals
IONS
$9.01B
$539K 0.03%
+8,380
New +$592K
ZION icon
518
Zions Bancorporation
ZION
$10.5B
$539K 0.03%
11,718
+385
+3% +$17.8K
XEC
519
DELISTED
CIMAREX ENERGY CO
XEC
$536K 0.03%
9,039
+3,312
+58% +$212K
DELL icon
520
Dell
DELL
$299B
$534K 0.03%
20,734
– –
NOV icon
521
NOV
NOV
$6.95B
$531K 0.03%
23,896
-482
-2% -$11.6K
VOYA icon
522
Voya Financial
VOYA
$9.08B
$529K 0.03%
9,575
-355
-4% -$19K
QRVO icon
523
Qorvo
QRVO
$8.4B
$528K 0.03%
7,932
– –
LEA icon
524
Lear
LEA
$8.34B
$519K 0.03%
3,729
– –
AIZ icon
525
Assurant
AIZ
$14.9B
$517K 0.03%
4,862
+1,677
+53% +$166K
19 20
21
22 23

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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
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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Mawer Investment Management
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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.