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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
+1.93%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$2.71B
AUM Growth
+$946M
Cap. Flow
+$923M
Cap. Flow %
34.12%
Top 10 Hldgs %
21.09%
Holding
616
New
5
Increased
603
Reduced
–
Closed
8

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$37.3M
2
AAPL icon
Apple
AAPL
+$34.3M
3
AMZN icon
Amazon
AMZN
+$29.2M
4
META icon
Meta Platforms (Facebook)
META
+$17.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$14M

Top Sells

Rank Stock Value
1
WP
Worldpay, Inc.
WP
+$2.6M
2
APC
Anadarko Petroleum
APC
+$2.52M
3
RHT
Red Hat Inc
RHT
+$2.33M
4
TSS
Total System Services, Inc.
TSS
+$1.58M
5
LLL
L3 Technologies, Inc.
LLL
+$1.28M

Sector Composition

Rank Sector Weight
1 Technology 19.68%
2 Financials 15.44%
3 Healthcare 13.09%
4 Communication Services 10.47%
5 Consumer Discretionary 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRV icon
151
Travelers Companies
TRV
$80.2B
$4.19M 0.15%
28,187
+9,707
+53% +$1.44M
PSA icon
152
Public Storage
PSA
$60.9B
$4.17M 0.15%
17,012
+5,787
+52% +$1.45M
MET icon
153
MetLife
MET
$63.6B
$4.17M 0.15%
88,404
+31,851
+56% +$1.52M
SYY icon
154
Sysco
SYY
$40.5B
$4.17M 0.15%
52,469
+19,254
+58% +$1.41M
PRU icon
155
Prudential Financial
PRU
$41.4B
$3.97M 0.15%
44,173
+15,217
+53% +$1.38M
WELL icon
156
Welltower
WELL
$169B
$3.95M 0.15%
43,556
+16,049
+58% +$1.4M
ALL icon
157
Allstate
ALL
$70.4B
$3.94M 0.15%
36,270
+11,842
+48% +$1.24M
ROP icon
158
Roper Technologies
ROP
$38.8B
$3.94M 0.15%
11,035
+3,843
+53% +$1.4M
FDX icon
159
FedEx
FDX
$74.7B
$3.93M 0.15%
27,009
+9,151
+51% +$1.48M
DOW icon
160
Dow Inc
DOW
$22.1B
$3.89M 0.14%
81,611
+27,321
+50% +$1.28M
VLO icon
161
Valero Energy
VLO
$86.8B
$3.88M 0.14%
45,529
+15,445
+51% +$1.25M
MAR icon
162
Marriott International
MAR
$93.1B
$3.87M 0.14%
31,135
+10,276
+49% +$1.36M
F icon
163
Ford
F
$55.6B
$3.84M 0.14%
419,527
+146,054
+53% +$1.39M
HUM icon
164
Humana
HUM
$42.9B
$3.78M 0.14%
14,792
+4,815
+48% +$1.35M
LRCX icon
165
Lam Research
LRCX
$387B
$3.77M 0.14%
163,280
+53,560
+49% +$1.12M
STZ icon
166
Constellation Brands
STZ
$22.7B
$3.75M 0.14%
18,113
+6,222
+52% +$1.25M
CTSH icon
167
Cognizant
CTSH
$25.3B
$3.75M 0.14%
62,207
+20,507
+49% +$1.3M
MCO icon
168
Moody's
MCO
$82B
$3.74M 0.14%
18,256
+6,183
+51% +$1.3M
YUM icon
169
Yum! Brands
YUM
$41.3B
$3.71M 0.14%
32,661
+11,071
+51% +$1.27M
EBAY icon
170
eBay
EBAY
$48.2B
$3.63M 0.13%
93,049
+29,551
+47% +$1.19M
HCA icon
171
HCA Healthcare
HCA
$88.4B
$3.61M 0.13%
29,959
+9,925
+50% +$1.28M
XEL icon
172
Xcel Energy
XEL
$48.1B
$3.56M 0.13%
54,832
+18,383
+50% +$1.15M
GIS icon
173
General Mills
GIS
$19.2B
$3.54M 0.13%
64,225
+22,030
+52% +$1.19M
ADSK icon
174
Autodesk
ADSK
$50.5B
$3.48M 0.13%
23,548
+8,130
+53% +$1.27M
TSLA icon
175
Tesla
TSLA
$1.26T
$3.43M 0.13%
213,480
+71,805
+51% +$1.12M
5 6
7
8 9

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 Q3 2019 Portfolio in Review

As of Q3 2019, IFM Investors held 616 positions worth $2.71B, up 54% from $1.76B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

IFM Investors deployed $923M of net new capital in Q3 2019, opening 5 new positions and adding to 603 existing holdings. Its largest new stake was L3Harris: 23,515 shares worth $4.91M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 19% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the most notable exit was Worldpay, Inc., an estimated $2.6M sold.

  • IFM Investors's largest Q3 2019 buy was L3Harris: 23,515 shares worth $4.91M.
  • IFM Investors added most to Microsoft in Q3 2019, an estimated $37.3M increase.
  • IFM Investors fully exited Worldpay, Inc. in Q3 2019, selling an estimated $2.6M.
  • IFM Investors's ten largest holdings make up 21% of its $2.71B portfolio in Q3 2019.
  • IFM Investors opened 5 new positions and closed 8 in Q3 2019.
  • IFM Investors's portfolio value rose 54% quarter-over-quarter to $2.71B.

Based on IFM Investors's 13F filing for Q3 2019, filed 1 Nov 2019.