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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 | |
|---|---|---|---|---|---|---|
126
PNC Financial Services
PNC
$101B
| $3.37M | 0.17% |
32,025
-12,609
| -28% | -$1.33M |
|
127
ConocoPhillips
COP
$141B
| $3.35M | 0.17% |
79,675
-32,188
| -29% | -$1.3M |
|
128
Analog Devices
ADI
$190B
| $3.31M | 0.17% |
26,999
-9,223
| -25% | -$1.01M |
|
129
Norfolk Southern
NSC
$75.1B
| $3.29M | 0.17% |
18,724
-9,711
| -34% | -$1.65M |
|
130
Mercado Libre
MELI
$92.3B
| $3.27M | 0.17% |
3,313
-1,170
| -26% | -$877K |
|
131
Baxter International
BAX
$14.2B
| $3.16M | 0.16% |
36,712
-10,931
| -23% | -$952K |
|
132
Waste Management
WM
$91B
| $3.15M | 0.16% |
29,704
-12,076
| -29% | -$1.22M |
|
133
Estee Lauder
EL
$32B
| $3.08M | 0.16% |
16,336
-5,492
| -25% | -$981K |
|
134
eBay
EBAY
$49.8B
| $3.06M | 0.16% |
58,355
-29,940
| -34% | -$1.27M |
|
135
Roper Technologies
ROP
$39.8B
| $2.99M | 0.15% |
7,710
-2,512
| -25% | -$900K |
|
|
SCHW
136
Charles Schwab
SCHW
$187B
| $2.89M | 0.15% |
85,735
-32,865
| -28% | -$1.18M |
|
137
DuPont de Nemours
DD
$19.2B
| $2.85M | 0.15% |
42,770
-16,745
| -28% | -$978K |
|
138
lululemon athletica
LULU
$14.6B
| $2.84M | 0.15% |
9,103
-1,603
| -15% | -$410K |
|
|
EA
139
DELISTED
Electronic Arts
EA
| $2.83M | 0.15% |
21,399
-8,334
| -28% | -$985K |
|
140
American Electric Power
AEP
$68.4B
| $2.79M | 0.14% |
35,015
-13,683
| -28% | -$1.12M |
|
141
Emerson Electric
EMR
$88.3B
| $2.79M | 0.14% |
44,900
-16,545
| -27% | -$940K |
|
142
L3Harris
LHX
$53.4B
| $2.78M | 0.14% |
16,375
-5,357
| -25% | -$1.01M |
|
143
Blackstone
BX
$110B
| $2.77M | 0.14% |
48,843
-15,425
| -24% | -$812K |
|
144
DexCom
DXCM
$32B
| $2.74M | 0.14% |
27,020
-10,536
| -28% | -$942K |
|
|
XYZ
145
Block Inc
XYZ
$47.5B
| $2.73M | 0.14% |
25,987
-9,041
| -26% | -$692K |
|
146
General Mills
GIS
$19.7B
| $2.73M | 0.14% |
44,211
-15,130
| -25% | -$912K |
|
147
Centene
CNC
$32.5B
| $2.71M | 0.14% |
42,703
-16,444
| -28% | -$1.07M |
|
148
Exelon
EXC
$47B
| $2.71M | 0.14% |
104,556
-30,914
| -23% | -$821K |
|
149
Edwards Lifesciences
EW
$51.7B
| $2.69M | 0.14% |
38,866
-22,817
| -37% | -$1.62M |
|
150
Digital Realty Trust
DLR
$71.7B
| $2.68M | 0.14% |
18,873
-4,030
| -18% | -$571K |
|
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IA
AT
UM
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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.