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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
(-13%)
Cap. Flow
-$678M
Cap. Flow
% of AUM
-34.89%
Top 10 Holdings %
Top 10 Hldgs %
26.25%
Holding
629
New
25
Increased
10
Reduced
556
Closed
38
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Otis Worldwide
OTIS
|
+$1.58M |
| 2 |
Zoom
ZM
|
+$1.43M |
| 3 |
Carrier Global
CARR
|
+$1.14M |
| 4 |
Moderna
MRNA
|
+$1.11M |
| 5 |
COUP
Coupa Software Incorporated
COUP
|
+$996K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$40.1M |
| 2 |
Microsoft
MSFT
|
+$36.5M |
| 3 |
Amazon
AMZN
|
+$27.6M |
| 4 |
Meta Platforms (Facebook)
META
|
+$13.9M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Elevance Health
ELV
$85.5B
| $4.89M | 0.25% |
18,605
-7,873
| -30% | -$2.1M |
|
77
Booking.com
BKNG
$161B
| $4.87M | 0.25% |
76,500
-36,100
| -32% | -$2.2M |
|
78
Intuitive Surgical
ISRG
$134B
| $4.86M | 0.25% |
25,596
-9,033
| -26% | -$1.62M |
|
79
American Express
AXP
$230B
| $4.85M | 0.25% |
50,988
-19,040
| -27% | -$1.75M |
|
80
Dominion Energy
D
$59.3B
| $4.85M | 0.25% |
59,704
-21,500
| -26% | -$1.72M |
|
81
Lockheed Martin
LMT
$136B
| $4.84M | 0.25% |
13,256
-10,676
| -45% | -$4.03M |
|
82
Zoetis
ZTS
$30B
| $4.8M | 0.25% |
35,037
-11,985
| -25% | -$1.56M |
|
83
Becton Dickinson
BDX
$48.2B
| $4.77M | 0.25% |
20,441
-7,076
| -26% | -$1.71M |
|
84
Goldman Sachs
GS
$303B
| $4.76M | 0.24% |
24,073
-10,361
| -30% | -$1.94M |
|
85
Automatic Data Processing
ADP
$108B
| $4.74M | 0.24% |
31,852
-11,186
| -26% | -$1.6M |
|
86
Advanced Micro Devices
AMD
$789B
| $4.52M | 0.23% |
85,997
-19,868
| -19% | -$1.05M |
|
87
TJX Companies
TJX
$178B
| $4.51M | 0.23% |
89,121
-31,692
| -26% | -$1.59M |
|
88
Target
TGT
$68B
| $4.48M | 0.23% |
37,382
-13,472
| -26% | -$1.54M |
|
89
Stryker
SYK
$130B
| $4.47M | 0.23% |
24,803
-8,345
| -25% | -$1.54M |
|
90
Regeneron Pharmaceuticals
REGN
$80.8B
| $4.46M | 0.23% |
7,149
-1,106
| -13% | -$628K |
|
91
Colgate-Palmolive
CL
$74.4B
| $4.43M | 0.23% |
60,418
-20,653
| -25% | -$1.47M |
|
92
Equinix
EQIX
$103B
| $4.41M | 0.23% |
6,285
-2,580
| -29% | -$1.75M |
|
93
GE Aerospace
GE
$384B
| $4.4M | 0.23% |
129,312
-45,630
| -26% | -$1.54M |
|
|
ATVI
94
DELISTED
Activision Blizzard
ATVI
| $4.3M | 0.22% |
56,637
-19,590
| -26% | -$1.37M |
|
95
CME Group
CME
$94.8B
| $4.29M | 0.22% |
26,408
-9,180
| -26% | -$1.65M |
|
96
Morgan Stanley
MS
$340B
| $4.29M | 0.22% |
88,827
-36,727
| -29% | -$1.54M |
|
97
Micron Technology
MU
$991B
| $4.22M | 0.22% |
81,863
-28,012
| -25% | -$1.32M |
|
98
Duke Energy
DUK
$97.3B
| $4.19M | 0.22% |
52,396
-20,483
| -28% | -$1.73M |
|
|
FISV
99
Fiserv Inc
FISV
$27.9B
| $4.15M | 0.21% |
42,468
-14,428
| -25% | -$1.45M |
|
100
Illinois Tool Works
ITW
$84.5B
| $4.13M | 0.21% |
23,619
-8,441
| -26% | -$1.38M |
|
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UM
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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.