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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 | |
|---|---|---|---|---|---|---|
526
Rollins
ROL
$18.2B
| $491K | 0.03% |
17,376
+67
| +0.4% | +$1.79K |
|
|
WRK
527
DELISTED
WestRock Company
WRK
| $489K | 0.03% |
17,311
-5,433
| -24% | -$154K |
|
|
IPG
528
DELISTED
Interpublic Group of Companies
IPG
| $488K | 0.03% |
28,440
-6,843
| -19% | -$113K |
|
529
Franklin Resources
BEN
$17.2B
| $483K | 0.02% |
23,043
-6,723
| -23% | -$127K |
|
530
Molson Coors Class B
TAP
$8.09B
| $483K | 0.02% |
14,071
-3,869
| -22% | -$154K |
|
531
A.O. Smith
AOS
$8.7B
| $482K | 0.02% |
10,238
-1,644
| -14% | -$71.8K |
|
532
Live Nation Entertainment
LYV
$42.1B
| $480K | 0.02% |
10,836
-5,224
| -33% | -$229K |
|
533
Newell Brands
NWL
$2.56B
| $477K | 0.02% |
30,043
-6,336
| -17% | -$86.9K |
|
534
Vornado Realty Trust
VNO
$7.38B
| $474K | 0.02% |
12,404
-6,473
| -34% | -$251K |
|
535
Omega Healthcare
OHI
$14.7B
| $466K | 0.02% |
15,664
-6,016
| -28% | -$178K |
|
536
Howmet Aerospace
HWM
$112B
| $464K | 0.02% |
29,244
-24,805
| -46% | -$326K |
|
537
Liberty Media Series C
FWONK
$25.8B
| $462K | 0.02% |
15,083
-3,287
| -18% | -$97.6K |
|
538
Voya Financial
VOYA
$9.19B
| $460K | 0.02% |
9,866
-1,735
| -15% | -$77K |
|
539
Federal Realty Investment Trust
FRT
$10.3B
| $456K | 0.02% |
5,356
-2,058
| -28% | -$166K |
|
540
IPG Photonics
IPGP
$3.84B
| $455K | 0.02% |
2,838
-180
| -6% | -$25.6K |
|
541
Mohawk Industries
MHK
$9.22B
| $452K | 0.02% |
4,441
-2,052
| -32% | -$181K |
|
542
Robert Half
RHI
$4.37B
| $448K | 0.02% |
8,489
-5,332
| -39% | -$253K |
|
543
Bunge Global
BG
$20.8B
| $442K | 0.02% |
10,744
-5,631
| -34% | -$218K |
|
544
Diamondback Energy
FANG
$52.7B
| $439K | 0.02% |
10,503
-5,452
| -34% | -$223K |
|
545
Fox Class B
FOX
$23.9B
| $437K | 0.02% |
16,290
-1,305
| -7% | -$34.7K |
|
546
NNN REIT
NNN
$8.99B
| $434K | 0.02% |
12,234
-4,828
| -28% | -$158K |
|
547
Zions Bancorporation
ZION
$10.3B
| $429K | 0.02% |
12,632
-3,091
| -20% | -$97.9K |
|
|
FLIR
548
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $419K | 0.02% |
10,321
-3,714
| -26% | -$154K |
|
549
Knight Transportation
KNX
$11.4B
| $416K | 0.02% |
9,979
-128
| -1% | -$4.88K |
|
550
Steel Dynamics
STLD
$37.6B
| $415K | 0.02% |
15,924
-10,101
| -39% | -$253K |
|
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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.