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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
SYK icon
76
Stryker
SYK
$131B
$4.82M 0.27%
23,451
+1,704
+8% +$325K
BDX icon
77
Becton Dickinson
BDX
$46.9B
$4.76M 0.27%
19,345
+1,727
+10% +$401K
INTU icon
78
Intuit
INTU
$87.1B
$4.75M 0.27%
18,180
+2,286
+14% +$581K
MO icon
79
Altria Group
MO
$114B
$4.7M 0.27%
99,203
+10,562
+12% +$553K
TJX icon
80
TJX Companies
TJX
$174B
$4.65M 0.26%
87,862
+6,462
+8% +$344K
CELG
81
DELISTED
Celgene Corp
CELG
$4.61M 0.26%
49,861
+3,768
+8% +$358K
PNC icon
82
PNC Financial Services
PNC
$100B
$4.48M 0.25%
32,624
+2,195
+7% +$290K
CHTR icon
83
Charter Communications
CHTR
$17.2B
$4.45M 0.25%
11,258
+559
+5% +$209K
DUK icon
84
Duke Energy
DUK
$96.9B
$4.45M 0.25%
50,381
+4,872
+11% +$431K
D icon
85
Dominion Energy
D
$60.5B
$4.28M 0.24%
55,405
+7,226
+15% +$551K
CSX icon
86
CSX Corp
CSX
$92.3B
$4.27M 0.24%
165,573
+6,576
+4% +$169K
CI icon
87
Cigna
CI
$74.5B
$4.23M 0.24%
26,846
+1,747
+7% +$274K
ISRG icon
88
Intuitive Surgical
ISRG
$133B
$4.22M 0.24%
24,129
+1,869
+8% +$320K
BSX icon
89
Boston Scientific
BSX
$70.2B
$4.16M 0.24%
96,709
+6,704
+7% +$258K
CL icon
90
Colgate-Palmolive
CL
$71.6B
$4.14M 0.24%
57,755
+4,206
+8% +$299K
MS icon
91
Morgan Stanley
MS
$332B
$4.02M 0.23%
91,730
+4,336
+5% +$193K
DD icon
92
DuPont de Nemours
DD
$19.1B
$4.01M 0.23%
42,568
-16,633
-28% -$1.99M
SPGI icon
93
S&P Global
SPGI
$123B
$3.97M 0.23%
17,444
+914
+6% +$200K
SLB icon
94
SLB Ltd
SLB
$73.2B
$3.96M 0.22%
99,532
+4,926
+5% +$199K
BLK icon
95
Blackrock
BLK
$175B
$3.94M 0.22%
8,404
+585
+7% +$265K
SO icon
96
Southern Company
SO
$107B
$3.94M 0.22%
71,239
+5,852
+9% +$313K
ZTS icon
97
Zoetis
ZTS
$32.3B
$3.85M 0.22%
33,969
+2,036
+6% +$213K
EOG icon
98
EOG Resources
EOG
$77.6B
$3.82M 0.22%
41,017
+2,327
+6% +$216K
ILMN icon
99
Illumina
ILMN
$29.9B
$3.81M 0.22%
10,652
+643
+6% +$203K
CCI icon
100
Crown Castle
CCI
$33.5B
$3.8M 0.22%
29,124
+2,149
+8% +$276K
2 3
4
5 6

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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
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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.