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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
LEA icon
551
Lear
LEA
$8.18B
$631K 0.02%
5,350
+1,621
+43% +$197K
SLG icon
552
SL Green Realty
SLG
$3.99B
$627K 0.02%
7,927
+2,359
+42% +$184K
FOX icon
553
Fox Class B
FOX
$23.9B
$619K 0.02%
19,632
+4,722
+32% +$163K
PBCT
554
DELISTED
People's United Financial Inc
PBCT
$615K 0.02%
39,315
+10,836
+38% +$169K
DOCU
555
DocuSign
DOCU
$11.5B
$613K 0.02%
9,903
+3,178
+47% +$166K
TEVA icon
556
Teva Pharmaceuticals
TEVA
$41.2B
$609K 0.02%
88,540
+29,740
+51% +$228K
AOS icon
557
A.O. Smith
AOS
$8.7B
$601K 0.02%
12,595
+3,870
+44% +$179K
MIDD icon
558
Middleby
MIDD
$6.08B
$596K 0.02%
5,101
+1,520
+42% +$186K
UNM icon
559
Unum
UNM
$14.3B
$588K 0.02%
19,777
+5,857
+42% +$174K
OPTU
560
Optimum Communications Inc
OPTU
$301M
$587K 0.02%
20,464
+4,042
+25% +$110K
SRPT icon
561
Sarepta Therapeutics
SRPT
$1.77B
$571K 0.02%
+7,582
New +$895K
XEC
562
DELISTED
CIMAREX ENERGY CO
XEC
$566K 0.02%
11,803
+2,764
+31% +$131K
UBER icon
563
Uber
UBER
$153B
$564K 0.02%
18,525
+5,407
+41% +$203K
PE
564
DELISTED
PARSLEY ENERGY INC
PE
$561K 0.02%
33,365
+7,647
+30% +$131K
XRX icon
565
Xerox
XRX
$425M
$560K 0.02%
18,715
+5,644
+43% +$177K
BFH icon
566
Bread Financial
BFH
$4.38B
$547K 0.02%
5,345
+1,631
+44% +$184K
LEG icon
567
Leggett & Platt
LEG
$1.31B
$524K 0.02%
12,798
+3,578
+39% +$140K
WBD icon
568
Warner Bros
WBD
$67.1B
$521K 0.02%
19,564
+12,637
+182% +$367K
EV
569
DELISTED
Eaton Vance Corp.
EV
$505K 0.02%
11,236
+3,143
+39% +$136K
NWSA icon
570
News Corp Class A
NWSA
$15.4B
$500K 0.02%
35,892
+9,206
+34% +$126K
UAA icon
571
Under Armour
UAA
$2.6B
$489K 0.02%
24,536
+5,754
+31% +$127K
JEF icon
572
Jefferies Financial Group
JEF
$13.1B
$482K 0.02%
27,375
+5,425
+25% +$96.6K
UAL icon
573
United Airlines
UAL
$42.1B
$479K 0.02%
5,415
+1,820
+51% +$161K
INGR icon
574
Ingredion
INGR
$6.58B
$461K 0.02%
5,638
+1,819
+48% +$144K
AYI icon
575
Acuity Brands
AYI
$10.8B
$458K 0.02%
3,396
+1,089
+47% +$142K
21 22
23
24 25

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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.