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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
+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
MAC icon
601
Macerich
MAC
$6.92B
$308K 0.01%
9,759
+3,083
+46% +$97.3K
PAGP icon
602
Plains GP Holdings
PAGP
$4.9B
$273K 0.01%
12,879
+4,136
+47% +$95.5K
NKTR icon
603
Nektar Therapeutics
NKTR
$2.58B
$270K 0.01%
990
+315
+47% +$116K
AAL icon
604
American Airlines Group
AAL
$10.6B
$260K 0.01%
9,644
+3,064
+47% +$89.7K
FLR icon
605
Fluor
FLR
$7.96B
$252K 0.01%
13,188
+3,810
+41% +$91K
CLR
606
DELISTED
CONTINENTAL RESOURCES INC.
CLR
$233K 0.01%
7,574
+2,566
+51% +$86.7K
LSXMA
607
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$228K 0.01%
+7,582
New +$222K
UA icon
608
Under Armour Class C
UA
$2.53B
$217K 0.01%
+11,961
New +$236K
CC icon
609
Chemours
CC
$2.37B
– –
-9,645
Closed -$231K
APC
610
DELISTED
Anadarko Petroleum
APC
– –
-35,751
Closed -$2.52M
DATA
611
DELISTED
Tableau Software, Inc.
DATA
– –
-4,491
Closed -$746K
WP
612
DELISTED
Worldpay, Inc.
WP
– –
-21,223
Closed -$2.6M
LLL
613
DELISTED
L3 Technologies, Inc.
LLL
– –
-5,220
Closed -$1.28M
TSS
614
DELISTED
Total System Services, Inc.
TSS
– –
-12,350
Closed -$1.58M
RHT
615
DELISTED
Red Hat Inc
RHT
– –
-12,435
Closed -$2.33M
FDC
616
DELISTED
First Data Corporation
FDC
– –
-37,193
Closed -$1.01M
21 22 23 24
25

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IA
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AT
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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 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.