II
IFM Investors Portfolio holdings
AUM
$10.5B
1-Year Return
24.82%
This Quarter Return
+5.08%
1 Year Return
+24.82%
3 Year Return
+109.38%
5 Year Return
+188.58%
10 Year Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$212M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
20.8%
Holding
294
New
294
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$7.91M |
| 2 |
Microsoft
MSFT
|
+$5.89M |
| 3 |
Exxon Mobil
XOM
|
+$4.77M |
| 4 |
Johnson & Johnson
JNJ
|
+$4.04M |
| 5 |
JPMorgan Chase
JPM
|
+$4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 17.62% |
| 2 | Technology | 15.29% |
| 3 | Healthcare | 14.5% |
| 4 | Communication Services | 11.18% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Regeneron Pharmaceuticals
REGN
$59.4B
| $373K | 0.18% |
+1,017
| New | +$373K |
|
152
Crown Castle
CCI
$40.6B
| $371K | 0.17% |
+4,277
| New | +$371K |
|
153
Boston Scientific
BSX
$161B
| $370K | 0.17% |
+17,105
| New | +$370K |
|
154
Aflac
AFL
$57B
| $369K | 0.17% |
+10,594
| New | +$369K |
|
|
SE
155
DELISTED
Spectra Energy Corp Wi
SE
| $364K | 0.17% |
+8,854
| New | +$364K |
|
156
S&P Global
SPGI
$166B
| $362K | 0.17% |
+3,362
| New | +$362K |
|
157
Allstate
ALL
$52.9B
| $355K | 0.17% |
+4,792
| New | +$355K |
|
158
Prologis
PLD
$105B
| $355K | 0.17% |
+6,720
| New | +$355K |
|
159
Intuit
INTU
$186B
| $351K | 0.17% |
+3,060
| New | +$351K |
|
160
Marriott International Class A Common Stock
MAR
$72.3B
| $351K | 0.17% |
+4,249
| New | +$351K |
|
161
Deere & Co
DE
$128B
| $347K | 0.16% |
+3,371
| New | +$347K |
|
162
Tesla
TSLA
$1.12T
| $347K | 0.16% |
+24,330
| New | +$347K |
|
|
STI
163
DELISTED
SunTrust Banks, Inc.
STI
| $346K | 0.16% |
+6,316
| New | +$346K |
|
|
BHI
164
DELISTED
Baker Hughes
BHI
| $344K | 0.16% |
+5,299
| New | +$344K |
|
165
Constellation Brands
STZ
$25.7B
| $343K | 0.16% |
+2,239
| New | +$343K |
|
166
Archer Daniels Midland
ADM
$29.9B
| $340K | 0.16% |
+7,439
| New | +$340K |
|
167
O'Reilly Automotive
ORLY
$89.7B
| $340K | 0.16% |
+18,330
| New | +$340K |
|
168
Corning
GLW
$62.2B
| $339K | 0.16% |
+13,979
| New | +$339K |
|
169
Marathon Petroleum
MPC
$55.8B
| $338K | 0.16% |
+6,722
| New | +$338K |
|
|
PARA
170
DELISTED
Paramount Global Class B
PARA
| $337K | 0.16% |
+5,301
| New | +$337K |
|
171
Ross Stores
ROST
$48.6B
| $334K | 0.16% |
+5,094
| New | +$334K |
|
172
Yum! Brands
YUM
$40.6B
| $329K | 0.16% |
+5,197
| New | +$329K |
|
173
Equinix
EQIX
$75.3B
| $327K | 0.15% |
+915
| New | +$327K |
|
174
HP
HPQ
$27.2B
| $325K | 0.15% |
+21,910
| New | +$325K |
|
175
Intuitive Surgical
ISRG
$168B
| $322K | 0.15% |
+4,563
| New | +$322K |
|