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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
GS icon
76
Goldman Sachs
GS
$303B
$7.47M 0.28%
36,052
+12,304
+52% +$2.57M
INTU icon
77
Intuit
INTU
$87.6B
$7.4M 0.27%
27,818
+9,638
+53% +$2.65M
BDX icon
78
Becton Dickinson
BDX
$48.7B
$7.37M 0.27%
29,847
+10,502
+54% +$2.59M
TJX icon
79
TJX Companies
TJX
$178B
$7.33M 0.27%
131,516
+43,654
+50% +$2.38M
PM icon
80
Philip Morris
PM
$294B
$7.26M 0.27%
95,603
+13,440
+16% +$1.07M
D icon
81
Dominion Energy
D
$58.7B
$7.01M 0.26%
86,499
+31,094
+56% +$2.4M
COP icon
82
ConocoPhillips
COP
$141B
$7M 0.26%
122,827
+42,105
+52% +$2.4M
CHTR icon
83
Charter Communications
CHTR
$18.7B
$6.99M 0.26%
16,957
+5,699
+51% +$2.3M
SO icon
84
Southern Company
SO
$106B
$6.87M 0.25%
111,143
+39,904
+56% +$2.31M
PNC icon
85
PNC Financial Services
PNC
$101B
$6.86M 0.25%
48,949
+16,325
+50% +$2.21M
ISRG icon
86
Intuitive Surgical
ISRG
$132B
$6.71M 0.25%
37,281
+13,152
+55% +$2.27M
ELV icon
87
Elevance Health
ELV
$84.6B
$6.64M 0.25%
27,647
+9,584
+53% +$2.63M
NOC icon
88
Northrop Grumman
NOC
$80.4B
$6.48M 0.24%
17,296
+6,562
+61% +$2.32M
SPGI icon
89
S&P Global
SPGI
$120B
$6.48M 0.24%
26,461
+9,017
+52% +$2.25M
CL icon
90
Colgate-Palmolive
CL
$73.8B
$6.45M 0.24%
87,774
+30,019
+52% +$2.18M
FISV
91
Fiserv Inc
FISV
$28.4B
$6.39M 0.24%
61,674
+33,704
+121% +$3.44M
ZTS icon
92
Zoetis
ZTS
$32.3B
$6.37M 0.24%
51,147
+17,178
+51% +$2.07M
CCI icon
93
Crown Castle
CCI
$33.1B
$6.25M 0.23%
44,995
+15,871
+54% +$2.2M
CI icon
94
Cigna
CI
$72.4B
$6.2M 0.23%
40,836
+13,990
+52% +$2.28M
BSX icon
95
Boston Scientific
BSX
$72B
$6.1M 0.23%
149,967
+53,258
+55% +$2.26M
TGT icon
96
Target
TGT
$66.8B
$5.92M 0.22%
55,330
+18,692
+51% +$1.78M
RTN
97
DELISTED
Raytheon Company
RTN
$5.91M 0.22%
30,120
+10,068
+50% +$1.86M
MS icon
98
Morgan Stanley
MS
$340B
$5.89M 0.22%
138,114
+46,384
+51% +$1.98M
DD icon
99
DuPont de Nemours
DD
$19.6B
$5.82M 0.22%
65,058
+22,490
+53% +$1.98M
CSX icon
100
CSX Corp
CSX
$94.2B
$5.81M 0.21%
251,706
+86,133
+52% +$2.01M
2 3
4
5 6

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

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.