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
AMAT icon
126
Applied Materials
AMAT
$434B
$3.03M 0.17%
67,515
– –
AEP icon
127
American Electric Power
AEP
$69.9B
$3.02M 0.17%
34,323
+2,074
+6% +$179K
PSX icon
128
Phillips 66
PSX
$82.5B
$3.02M 0.17%
32,242
+2,925
+10% +$262K
GD icon
129
General Dynamics
GD
$104B
$3.01M 0.17%
16,569
+1,059
+7% +$182K
ADI icon
130
Analog Devices
ADI
$185B
$2.98M 0.17%
26,429
+1,674
+7% +$181K
AFL icon
131
Aflac
AFL
$63.7B
$2.98M 0.17%
54,277
+3,405
+7% +$176K
KMI icon
132
Kinder Morgan
KMI
$69.9B
$2.96M 0.17%
141,567
+8,930
+7% +$180K
FDX icon
133
FedEx
FDX
$74.1B
$2.93M 0.17%
17,858
+1,123
+7% +$197K
MAR icon
134
Marriott International
MAR
$90B
$2.93M 0.17%
20,859
+2,319
+13% +$308K
PRU icon
135
Prudential Financial
PRU
$42.9B
$2.92M 0.17%
28,956
+2,232
+8% +$223K
EQIX icon
136
Equinix
EQIX
$104B
$2.87M 0.16%
5,692
+566
+11% +$272K
EMR icon
137
Emerson Electric
EMR
$89B
$2.83M 0.16%
42,463
– –
EL icon
138
Estee Lauder
EL
$31.5B
$2.83M 0.16%
15,451
+1,548
+11% +$264K
MET icon
139
MetLife
MET
$61.9B
$2.81M 0.16%
56,553
-183
-0.3% -$8.6K
F icon
140
Ford
F
$56.8B
$2.8M 0.16%
273,473
+31,878
+13% +$314K
BNY
141
Bank of New York Mellon
BNY
$106B
$2.8M 0.16%
63,361
-2,059
-3% -$96.8K
BAX icon
142
Baxter International
BAX
$14.7B
$2.77M 0.16%
33,766
– –
TRV icon
143
Travelers Companies
TRV
$78.7B
$2.76M 0.16%
18,480
+1,238
+7% +$179K
OXY icon
144
Occidental Petroleum
OXY
$54.8B
$2.72M 0.15%
54,083
+3,673
+7% +$207K
FIS icon
145
Fidelity National Information Services
FIS
$22.9B
$2.71M 0.15%
22,097
– –
HCA icon
146
HCA Healthcare
HCA
$86.8B
$2.71M 0.15%
20,034
+1,471
+8% +$186K
EW icon
147
Edwards Lifesciences
EW
$51.6B
$2.7M 0.15%
43,818
+3,267
+8% +$198K
DOW icon
148
Dow Inc
DOW
$21.9B
$2.68M 0.15%
+54,290
New +$2.87M
PSA icon
149
Public Storage
PSA
$61B
$2.67M 0.15%
11,225
+1,186
+12% +$272K
HUM icon
150
Humana
HUM
$43.5B
$2.65M 0.15%
9,977
+728
+8% +$185K
4 5
6
7 8

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.