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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 | |
|---|---|---|---|---|---|---|
101
Applied Materials
AMAT
$428B
| $4.1M | 0.21% |
67,882
-23,926
| -26% | -$1.29M |
|
102
T-Mobile US
TMUS
$190B
| $4.09M | 0.21% |
39,319
+5,109
| +15% | +$490K |
|
103
Illumina
ILMN
$28.4B
| $4.02M | 0.21% |
11,152
-3,840
| -26% | -$1.24M |
|
|
MRSH
104
Marsh
MRSH
$91.5B
| $4M | 0.21% |
37,224
-15,711
| -30% | -$1.59M |
|
105
Southern Company
SO
$107B
| $3.89M | 0.2% |
75,033
-28,196
| -27% | -$1.57M |
|
106
CSX Corp
CSX
$93.1B
| $3.88M | 0.2% |
166,815
-61,749
| -27% | -$1.37M |
|
107
Autodesk
ADSK
$52.6B
| $3.84M | 0.2% |
16,050
-5,666
| -26% | -$1.11M |
|
108
Ecolab
ECL
$79.9B
| $3.83M | 0.2% |
19,245
-6,313
| -25% | -$1.22M |
|
109
Humana
HUM
$46.2B
| $3.8M | 0.2% |
9,791
-3,794
| -28% | -$1.42M |
|
110
Air Products & Chemicals
APD
$67.6B
| $3.79M | 0.19% |
15,685
-5,995
| -28% | -$1.37M |
|
111
US Bancorp
USB
$99.6B
| $3.78M | 0.19% |
102,605
-54,977
| -35% | -$1.96M |
|
112
Global Payments
GPN
$22.8B
| $3.78M | 0.19% |
22,266
-7,265
| -25% | -$1.21M |
|
113
Intercontinental Exchange
ICE
$84.4B
| $3.75M | 0.19% |
40,967
-17,742
| -30% | -$1.62M |
|
114
Truist Financial
TFC
$64B
| $3.72M | 0.19% |
99,122
-34,047
| -26% | -$1.23M |
|
115
Newmont
NEM
$119B
| $3.66M | 0.19% |
59,282
-21,289
| -26% | -$1.26M |
|
116
Boston Scientific
BSX
$71.5B
| $3.62M | 0.19% |
103,204
-34,915
| -25% | -$1.26M |
|
117
Dollar General
DG
$27.9B
| $3.56M | 0.18% |
18,708
-6,830
| -27% | -$1.24M |
|
118
Kimberly-Clark
KMB
$36.5B
| $3.56M | 0.18% |
25,158
-8,882
| -26% | -$1.23M |
|
119
Sherwin-Williams
SHW
$89.8B
| $3.56M | 0.18% |
18,459
-6,198
| -25% | -$1.12M |
|
120
Biogen
BIIB
$30.7B
| $3.48M | 0.18% |
13,004
-5,437
| -29% | -$1.63M |
|
121
Lam Research
LRCX
$390B
| $3.47M | 0.18% |
107,330
-39,160
| -27% | -$1.07M |
|
122
Progressive
PGR
$125B
| $3.46M | 0.18% |
43,176
-14,781
| -26% | -$1.15M |
|
123
Deere & Co
DE
$168B
| $3.44M | 0.18% |
21,914
-7,875
| -26% | -$1.14M |
|
124
Moody's
MCO
$82.7B
| $3.41M | 0.18% |
12,426
-4,403
| -26% | -$1.12M |
|
125
Northrop Grumman
NOC
$81.2B
| $3.4M | 0.17% |
11,062
-4,082
| -27% | -$1.34M |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
NMO
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.