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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
Cap. Flow
-$678M
Cap. Flow %
-34.89%
Top 10 Hldgs %
26.25%
Holding
629
New
25
Increased
10
Reduced
556
Closed
38

Top Buys

Rank Stock Value
1
OTIS icon
Otis Worldwide
OTIS
+$1.58M
2
ZM icon
Zoom
ZM
+$1.43M
3
CARR icon
Carrier Global
CARR
+$1.14M
4
MRNA icon
Moderna
MRNA
+$1.11M
5
COUP
Coupa Software Incorporated
COUP
+$996K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$40.1M
2
MSFT icon
Microsoft
MSFT
+$36.5M
3
AMZN icon
Amazon
AMZN
+$27.6M
4
META icon
Meta Platforms (Facebook)
META
+$13.9M
5
GOOGL icon
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
PPLI
601
People Inc
PPLI
$3.1B
– –
-43,913
Closed -$1.41M
JEF icon
602
Jefferies Financial Group
JEF
$13.1B
– –
-24,224
Closed -$324K
KIM icon
603
Kimco Realty
KIM
$16.4B
– –
-39,641
Closed -$400K
KSS icon
604
Kohl's
KSS
$2.19B
– –
-14,492
Closed -$232K
LEG icon
605
Leggett & Platt
LEG
$1.31B
– –
-11,389
Closed -$320K
MAN icon
606
ManpowerGroup
MAN
$2.63B
– –
-4,326
Closed -$239K
MIDD icon
607
Middleby
MIDD
$6.08B
– –
-4,851
Closed -$277K
MTCH icon
608
Match Group
MTCH
$8.55B
– –
-6,036
Closed -$402K
NCLH icon
609
Norwegian Cruise Line
NCLH
$8.84B
– –
-19,471
Closed -$208K
PII icon
610
Polaris
PII
$4.07B
– –
-4,576
Closed -$216K
PVH icon
611
PVH
PVH
$4.04B
– –
-8,814
Closed -$337K
SABR icon
612
Sabre
SABR
$835M
– –
-29,212
Closed -$182K
SLG icon
613
SL Green Realty
SLG
$3.99B
– –
-7,496
Closed -$334K
SPR
614
DELISTED
Spirit AeroSystems
SPR
– –
-11,779
Closed -$286K
TPR icon
615
Tapestry
TPR
$32.8B
– –
-25,460
Closed -$336K
TRGP icon
616
Targa Resources
TRGP
$55.1B
– –
-24,408
Closed -$158K
UA icon
617
Under Armour Class C
UA
$2.53B
– –
-10,959
Closed -$92K
UAA icon
618
Under Armour
UAA
$2.6B
– –
-23,007
Closed -$220K
UNM icon
619
Unum
UNM
$14.3B
– –
-22,659
Closed -$361K
XRX icon
620
Xerox
XRX
$425M
– –
-16,748
Closed -$301K
GAP
621
The Gap Inc
GAP
$7.37B
– –
-17,746
Closed -$132K
MRO
622
DELISTED
Marathon Oil Corporation
MRO
– –
-87,497
Closed -$283K
CLR
623
DELISTED
CONTINENTAL RESOURCES INC.
CLR
– –
-10,989
Closed -$85K
GRUB
624
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
– –
-3,562
Closed -$282K
EV
625
DELISTED
Eaton Vance Corp.
EV
– –
-9,394
Closed -$317K
22 23 24
25
26

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
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
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.