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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
(+54%)
Cap. Flow
+$923M
Cap. Flow
% of AUM
34.12%
Top 10 Holdings %
Top 10 Hldgs %
21.09%
Holding
616
New
5
Increased
603
Reduced
–
Closed
8
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$37.3M |
| 2 |
Apple
AAPL
|
+$34.3M |
| 3 |
Amazon
AMZN
|
+$29.2M |
| 4 |
Meta Platforms (Facebook)
META
|
+$17.3M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Prologis
PLD
$130B
| $5.79M | 0.21% |
67,955
+23,757
| +54% | +$1.97M |
|
102
Blackrock
BLK
$175B
| $5.62M | 0.21% |
12,604
+4,200
| +50% | +$1.87M |
|
103
Intercontinental Exchange
ICE
$83.3B
| $5.59M | 0.21% |
60,559
+20,514
| +51% | +$1.87M |
|
104
Ecolab
ECL
$80B
| $5.49M | 0.2% |
27,713
+9,794
| +55% | +$1.96M |
|
105
Deere & Co
DE
$165B
| $5.47M | 0.2% |
32,416
+10,910
| +51% | +$1.74M |
|
106
Illinois Tool Works
ITW
$85.7B
| $5.46M | 0.2% |
34,873
+12,073
| +53% | +$1.83M |
|
|
SCHW
107
Charles Schwab
SCHW
$188B
| $5.43M | 0.2% |
129,930
+44,604
| +52% | +$1.8M |
|
|
MRSH
108
Marsh
MRSH
$91B
| $5.43M | 0.2% |
54,292
+19,236
| +55% | +$1.92M |
|
109
Simon Property Group
SPG
$72.3B
| $5.25M | 0.19% |
33,698
+11,693
| +53% | +$1.82M |
|
110
Equinix
EQIX
$103B
| $5.24M | 0.19% |
9,084
+3,392
| +60% | +$1.82M |
|
111
Kimberly-Clark
KMB
$36.5B
| $5.23M | 0.19% |
36,843
+12,311
| +50% | +$1.69M |
|
112
American International
AIG
$42.3B
| $5.23M | 0.19% |
93,861
+31,180
| +50% | +$1.72M |
|
113
Norfolk Southern
NSC
$76.6B
| $5.21M | 0.19% |
28,988
+10,002
| +53% | +$1.84M |
|
114
Air Products & Chemicals
APD
$66.4B
| $5.2M | 0.19% |
23,455
+8,031
| +52% | +$1.81M |
|
115
Waste Management
WM
$89.1B
| $5.2M | 0.19% |
45,254
+15,614
| +53% | +$1.82M |
|
116
SLB Ltd
SLB
$76B
| $5.17M | 0.19% |
151,403
+51,871
| +52% | +$1.9M |
|
117
General Motors
GM
$77.9B
| $5.14M | 0.19% |
137,202
+47,825
| +54% | +$1.84M |
|
118
Global Payments
GPN
$23.8B
| $5.11M | 0.19% |
32,121
+20,590
| +179% | +$3.36M |
|
119
Micron Technology
MU
$1.02T
| $5.1M | 0.19% |
118,926
+39,628
| +50% | +$1.79M |
|
120
Applied Materials
AMAT
$426B
| $5.04M | 0.19% |
101,021
+33,506
| +50% | +$1.62M |
|
121
Exelon
EXC
$46.6B
| $5.04M | 0.19% |
146,238
+52,367
| +56% | +$1.76M |
|
122
ServiceNow
NOW
$118B
| $5M | 0.18% |
98,555
+34,985
| +55% | +$1.9M |
|
123
Phillips 66
PSX
$81.2B
| $4.99M | 0.18% |
48,751
+16,509
| +51% | +$1.65M |
|
124
Biogen
BIIB
$30.2B
| $4.93M | 0.18% |
21,184
+7,013
| +49% | +$1.63M |
|
125
Edwards Lifesciences
EW
$51B
| $4.93M | 0.18% |
67,287
+23,469
| +54% | +$1.65M |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
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.