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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
(+13%)
Cap. Flow
+$143M
Cap. Flow
% of AUM
8.14%
Top 10 Holdings %
Top 10 Hldgs %
20.83%
Holding
617
New
24
Increased
384
Reduced
43
Closed
6
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$5.24M |
| 2 |
Apple
AAPL
|
+$4.8M |
| 3 |
Amazon
AMZN
|
+$4.62M |
| 4 |
Dow Inc
DOW
|
+$2.87M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$2.53M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
DuPont de Nemours
DD
|
+$1.99M |
| 2 |
L3Harris
LHX
|
+$1.25M |
| 3 |
United Therapeutics
UTHR
|
+$310K |
| 4 |
Mattel
MAT
|
+$275K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
526
Bunge Global
BG
$20.5B
| $515K | 0.03% |
9,253
| – | – |
|
527
Zillow
Z
$8.26B
| $502K | 0.03% |
10,822
+4,030
| +59% | +$161K |
|
528
Invesco
IVZ
$14.1B
| $501K | 0.03% |
24,488
| – | – |
|
529
ON Semiconductor
ON
$18.3B
| $498K | 0.03% |
24,654
| – | – |
|
530
SEI Investments
SEIC
$12.6B
| $497K | 0.03% |
8,854
-168
| -2% | -$9.06K |
|
|
PE
531
DELISTED
PARSLEY ENERGY INC
PE
| $489K | 0.03% |
25,718
+10,264
| +66% | +$196K |
|
532
HEICO Corp Class A
HEI.A
$37.2B
| $488K | 0.03% |
+4,724
| New | +$435K |
|
533
NNN REIT
NNN
$9.01B
| $488K | 0.03% |
9,202
+608
| +7% | +$32.5K |
|
|
ZAYO
534
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $487K | 0.03% |
14,809
+3,323
| +29% | +$106K |
|
535
Middleby
MIDD
$6.12B
| $486K | 0.03% |
3,581
+127
| +4% | +$17.1K |
|
|
LPT
536
DELISTED
Liberty Property Trust
LPT
| $485K | 0.03% |
9,684
-212
| -2% | -$10.4K |
|
537
Albemarle
ALB
$14B
| $479K | 0.03% |
6,802
| – | – |
|
|
PBCT
538
DELISTED
People's United Financial Inc
PBCT
| $478K | 0.03% |
28,479
-403
| -1% | -$6.69K |
|
539
HF Sinclair
DINO
$14.8B
| $476K | 0.03% |
10,295
| – | – |
|
540
Under Armour
UAA
$2.88B
| $476K | 0.03% |
18,782
| – | – |
|
541
DaVita
DVA
$12B
| $470K | 0.03% |
8,361
| – | – |
|
542
Unum
UNM
$14.1B
| $467K | 0.03% |
13,920
| – | – |
|
543
Liberty Media Series C
FWONK
$24.1B
| $466K | 0.03% |
12,885
+474
| +4% | +$17.2K |
|
544
Xerox
XRX
$412M
| $463K | 0.03% |
13,071
| – | – |
|
545
PVH
PVH
$4.01B
| $455K | 0.03% |
4,811
| – | – |
|
546
Robert Half
RHI
$4.15B
| $455K | 0.03% |
7,979
-155
| -2% | -$9.25K |
|
547
Campbell Soup
CPB
$6.87B
| $452K | 0.03% |
11,291
| – | – |
|
548
Newell Brands
NWL
$2.63B
| $435K | 0.02% |
28,242
| – | – |
|
549
SL Green Realty
SLG
$3.88B
| $433K | 0.02% |
5,568
+204
| +4% | +$17.2K |
|
550
Equitable Holdings
EQH
$14B
| $429K | 0.02% |
20,517
+10,128
| +97% | +$218K |
|
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IA
AT
UM
FCAS
RFC
GF
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.