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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
+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
CTSH icon
151
Cognizant
CTSH
$24.9B
$2.64M 0.15%
41,700
+2,936
+8% +$193K
ROST icon
152
Ross Stores
ROST
$81.1B
$2.64M 0.15%
26,604
+2,113
+9% +$206K
ROP icon
153
Roper Technologies
ROP
$38.8B
$2.63M 0.15%
7,192
+512
+8% +$182K
MPC icon
154
Marathon Petroleum
MPC
$89.6B
$2.63M 0.15%
47,097
– –
SHW icon
155
Sherwin-Williams
SHW
$86B
$2.61M 0.15%
17,067
– –
WP
156
DELISTED
Worldpay, Inc.
WP
$2.6M 0.15%
21,223
+2,116
+11% +$251K
VLO icon
157
Valero Energy
VLO
$88.5B
$2.58M 0.15%
30,084
+2,363
+9% +$195K
TFC icon
158
Truist Financial
TFC
$63.4B
$2.56M 0.15%
52,146
– –
FISV
159
Fiserv Inc
FISV
$29B
$2.55M 0.14%
27,970
+2,559
+10% +$224K
ATVI
160
DELISTED
Activision Blizzard
ATVI
$2.55M 0.14%
54,022
+9,068
+20% +$416K
DG icon
161
Dollar General
DG
$28.2B
$2.54M 0.14%
18,763
+2,168
+13% +$274K
APC
162
DELISTED
Anadarko Petroleum
APC
$2.52M 0.14%
35,751
+3,149
+10% +$211K
ADSK icon
163
Autodesk
ADSK
$49.6B
$2.51M 0.14%
15,418
+1,203
+8% +$202K
EBAY icon
164
eBay
EBAY
$47.6B
$2.51M 0.14%
63,498
+4,428
+7% +$166K
SRE icon
165
Sempra
SRE
$57.3B
$2.5M 0.14%
36,400
+1,344
+4% +$88.2K
ALL icon
166
Allstate
ALL
$67.6B
$2.48M 0.14%
24,428
+1,820
+8% +$178K
WMB icon
167
Williams Companies
WMB
$86.1B
$2.48M 0.14%
88,357
+6,895
+8% +$192K
YUM icon
168
Yum! Brands
YUM
$40.6B
$2.39M 0.14%
21,590
+1,997
+10% +$207K
MCO icon
169
Moody's
MCO
$83.7B
$2.36M 0.13%
12,073
+1,311
+12% +$249K
HPQ icon
170
HP
HPQ
$24.8B
$2.35M 0.13%
113,247
+9,033
+9% +$179K
SYY icon
171
Sysco
SYY
$40.7B
$2.35M 0.13%
33,215
– –
STZ icon
172
Constellation Brands
STZ
$22.4B
$2.34M 0.13%
11,891
+1,351
+13% +$264K
RHT
173
DELISTED
Red Hat Inc
RHT
$2.33M 0.13%
12,435
+1,001
+9% +$185K
WELL icon
174
Welltower
WELL
$168B
$2.24M 0.13%
27,507
+2,226
+9% +$175K
GIS icon
175
General Mills
GIS
$19.2B
$2.22M 0.13%
42,195
+5,317
+14% +$275K
5 6
7
8 9

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IA
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AT
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UM
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FCAS
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RFC
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GF
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Verition Fund Management
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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.