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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
MMM icon
51
3M
MMM
$91.4B
$7.08M 0.4%
48,866
+3,448
+8% +$531K
LLY icon
52
Eli Lilly
LLY
$1,000B
$7.07M 0.4%
63,777
+557
+0.9% +$65.6K
NEE icon
53
NextEra Energy
NEE
$181B
$6.81M 0.39%
132,992
+11,864
+10% +$584K
NVDA icon
54
NVIDIA
NVDA
$5.01T
$6.69M 0.38%
1,628,800
+116,800
+8% +$484K
QCOM icon
55
Qualcomm
QCOM
$159B
$6.52M 0.37%
85,767
+7,369
+9% +$540K
PM icon
56
Philip Morris
PM
$292B
$6.45M 0.37%
82,163
+8,990
+12% +$743K
GE icon
57
GE Aerospace
GE
$383B
$6.44M 0.37%
123,075
+9,455
+8% +$465K
DHR icon
58
Danaher
DHR
$139B
$6.33M 0.36%
49,949
+4,186
+9% +$496K
AMT icon
59
American Tower
AMT
$80.6B
$6.31M 0.36%
30,863
+2,778
+10% +$558K
AXP icon
60
American Express
AXP
$233B
$6.24M 0.35%
50,561
+3,392
+7% +$398K
GILD icon
61
Gilead Sciences
GILD
$163B
$6.12M 0.35%
90,578
+6,169
+7% +$406K
LMT icon
62
Lockheed Martin
LMT
$135B
$6.1M 0.35%
16,771
+1,286
+8% +$430K
BKNG icon
63
Booking.com
BKNG
$149B
$6.04M 0.34%
80,525
+3,475
+5% +$250K
LOW icon
64
Lowe's Companies
LOW
$119B
$5.74M 0.33%
56,869
+3,683
+7% +$388K
USB icon
65
US Bancorp
USB
$99.6B
$5.65M 0.32%
107,841
+8,005
+8% +$412K
CAT icon
66
Caterpillar
CAT
$382B
$5.57M 0.32%
40,850
+1,930
+5% +$255K
MDLZ icon
67
Mondelez International
MDLZ
$78.8B
$5.45M 0.31%
101,036
+6,141
+6% +$319K
BMY icon
68
Bristol-Myers Squibb
BMY
$134B
$5.24M 0.3%
115,510
+8,478
+8% +$395K
ELV icon
69
Elevance Health
ELV
$83B
$5.1M 0.29%
18,063
+1,317
+8% +$360K
ADP icon
70
Automatic Data Processing
ADP
$107B
$5.04M 0.29%
30,515
+2,316
+8% +$376K
UPS icon
71
United Parcel Service
UPS
$90.8B
$5.04M 0.29%
48,778
+3,475
+8% +$361K
CVS icon
72
CVS Health
CVS
$134B
$4.99M 0.28%
91,604
+6,362
+7% +$343K
COP icon
73
ConocoPhillips
COP
$145B
$4.92M 0.28%
80,722
+4,573
+6% +$285K
CME icon
74
CME Group
CME
$95.7B
$4.86M 0.28%
25,046
+1,788
+8% +$330K
GS icon
75
Goldman Sachs
GS
$303B
$4.86M 0.28%
23,748
+1,669
+8% +$330K
1 2
3
4 5

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
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Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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.