We are live on ! Find out more
II

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
NSC icon
101
Norfolk Southern
NSC
$76.3B
$3.78M 0.22%
18,986
+1,168
+7% +$232K
DE icon
102
Deere & Co
DE
$167B
$3.56M 0.2%
21,506
+1,158
+6% +$180K
PLD icon
103
Prologis
PLD
$131B
$3.54M 0.2%
44,198
+2,900
+7% +$221K
ECL icon
104
Ecolab
ECL
$79.3B
$3.54M 0.2%
17,919
+979
+6% +$182K
SPG icon
105
Simon Property Group
SPG
$73.4B
$3.52M 0.2%
22,005
+1,812
+9% +$312K
MRSH
106
Marsh
MRSH
$90.7B
$3.5M 0.2%
35,056
+2,234
+7% +$214K
APD icon
107
Air Products & Chemicals
APD
$66B
$3.49M 0.2%
15,424
+849
+6% +$176K
NOW icon
108
ServiceNow
NOW
$120B
$3.49M 0.2%
63,570
+4,210
+7% +$221K
RTN
109
DELISTED
Raytheon Company
RTN
$3.49M 0.2%
20,052
+1,281
+7% +$230K
NOC icon
110
Northrop Grumman
NOC
$78.6B
$3.47M 0.2%
10,734
+597
+6% +$178K
GM icon
111
General Motors
GM
$77.3B
$3.44M 0.2%
89,377
+5,901
+7% +$221K
ICE icon
112
Intercontinental Exchange
ICE
$83.1B
$3.44M 0.2%
40,045
+2,180
+6% +$178K
ITW icon
113
Illinois Tool Works
ITW
$84.9B
$3.44M 0.2%
22,800
+2,496
+12% +$377K
SCHW
114
Charles Schwab
SCHW
$185B
$3.43M 0.19%
85,326
+4,707
+6% +$205K
WM icon
115
Waste Management
WM
$89.8B
$3.42M 0.19%
29,640
+1,768
+6% +$192K
AIG icon
116
American International
AIG
$41.9B
$3.34M 0.19%
62,681
+3,473
+6% +$173K
VRTX icon
117
Vertex Pharmaceuticals
VRTX
$121B
$3.32M 0.19%
18,094
+1,229
+7% +$215K
BIIB icon
118
Biogen
BIIB
$30.6B
$3.31M 0.19%
14,171
+802
+6% +$185K
KMB icon
119
Kimberly-Clark
KMB
$36.9B
$3.27M 0.19%
24,532
+1,382
+6% +$178K
PGR icon
120
Progressive
PGR
$122B
$3.26M 0.19%
40,745
+2,302
+6% +$178K
EXC icon
121
Exelon
EXC
$47.1B
$3.21M 0.18%
93,871
+6,633
+8% +$234K
TGT icon
122
Target
TGT
$68B
$3.17M 0.18%
36,638
+4,195
+13% +$339K
WBA
123
DELISTED
Walgreens Boots Alliance
WBA
$3.14M 0.18%
57,398
+5,461
+11% +$290K
MU icon
124
Micron Technology
MU
$1.01T
$3.06M 0.17%
79,298
+5,237
+7% +$200K
COF icon
125
Capital One
COF
$136B
$3.05M 0.17%
33,656
+3,762
+13% +$336K
3 4
5
6 7

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 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.