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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
GAP
601
The Gap Inc
GAP
$7.39B
$274K 0.02%
15,244
– –
ONC
602
BeOne Medicines Ltd
ONC
$36.7B
$242K 0.01%
1,949
+126
+7% +$16K
BHF icon
603
Brighthouse Financial
BHF
$3.57B
$237K 0.01%
6,448
– –
CC icon
604
Chemours
CC
$2.27B
$231K 0.01%
9,645
– –
MAC icon
605
Macerich
MAC
$6.66B
$224K 0.01%
6,676
-147
-2% -$5.77K
KNX icon
606
Knight Transportation
KNX
$11.3B
$222K 0.01%
6,756
– –
PAGP icon
607
Plains GP Holdings
PAGP
$5.02B
$218K 0.01%
8,743
-521
-6% -$12.6K
AAL icon
608
American Airlines Group
AAL
$10.6B
$215K 0.01%
6,580
– –
JWN
609
DELISTED
Nordstrom
JWN
$213K 0.01%
6,676
– –
WBD icon
610
Warner Bros
WBD
$66.2B
$213K 0.01%
+6,927
New +$201K
CLR
611
DELISTED
CONTINENTAL RESOURCES INC.
CLR
$211K 0.01%
5,008
– –
VISN
612
Vistance Networks Inc
VISN
$2.28B
– –
-9,595
Closed -$208K
GT icon
613
Goodyear
GT
$1.94B
– –
-14,482
Closed -$263K
LHX icon
614
L3Harris
LHX
$53.9B
– –
-7,847
Closed -$1.25M
MAT icon
615
Mattel
MAT
$4.21B
– –
-21,148
Closed -$275K
UTHR icon
616
United Therapeutics
UTHR
$22.6B
– –
-2,644
Closed -$310K
BPYU
617
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
– –
-10,031
Closed -$206K
21 22 23 24
25

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IA
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UM
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FCAS
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RFC
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GF
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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.