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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 | |
|---|---|---|---|---|---|---|
151
Sempra
SRE
$54.8B
| $2.62M | 0.13% |
44,688
-10,468
| -19% | -$643K |
|
152
General Dynamics
GD
$106B
| $2.53M | 0.13% |
16,945
-5,973
| -26% | -$843K |
|
153
FedEx
FDX
$75.4B
| $2.53M | 0.13% |
18,024
-6,783
| -27% | -$853K |
|
154
SBA Communications
SBAC
$19.5B
| $2.47M | 0.13% |
8,277
-3,047
| -27% | -$899K |
|
155
General Motors
GM
$76.8B
| $2.39M | 0.12% |
94,374
-32,674
| -26% | -$795K |
|
|
WBA
156
DELISTED
Walgreens Boots Alliance
WBA
| $2.37M | 0.12% |
55,868
-21,658
| -28% | -$920K |
|
157
O'Reilly Automotive
ORLY
$76.3B
| $2.35M | 0.12% |
83,790
-31,065
| -27% | -$812K |
|
158
Phillips 66
PSX
$81.4B
| $2.34M | 0.12% |
32,596
-12,265
| -27% | -$868K |
|
|
BNY
159
Bank of New York Mellon
BNY
$107B
| $2.32M | 0.12% |
60,078
-25,686
| -30% | -$940K |
|
160
Allstate
ALL
$67.5B
| $2.31M | 0.12% |
23,845
-9,193
| -28% | -$903K |
|
161
Cognizant
CTSH
$26B
| $2.29M | 0.12% |
40,298
-15,946
| -28% | -$857K |
|
162
Xcel Energy
XEL
$48.8B
| $2.29M | 0.12% |
36,589
-15,017
| -29% | -$946K |
|
163
Workday
WDAY
$44.4B
| $2.28M | 0.12% |
12,173
-3,905
| -24% | -$631K |
|
164
Kinder Morgan
KMI
$68.7B
| $2.28M | 0.12% |
150,319
-50,021
| -25% | -$760K |
|
165
KLA
KLAC
$259B
| $2.26M | 0.12% |
116,350
-38,730
| -25% | -$662K |
|
166
Ross Stores
ROST
$81.9B
| $2.26M | 0.12% |
26,535
-9,832
| -27% | -$891K |
|
|
SPLK
167
DELISTED
Splunk Inc
SPLK
| $2.26M | 0.12% |
11,384
-3,210
| -22% | -$508K |
|
168
Dow Inc
DOW
$21.2B
| $2.26M | 0.12% |
55,398
-19,042
| -26% | -$697K |
|
169
Veeva Systems
VEEV
$37.4B
| $2.25M | 0.12% |
9,603
-3,567
| -27% | -$707K |
|
170
Public Storage
PSA
$61.3B
| $2.22M | 0.11% |
11,548
-4,131
| -26% | -$797K |
|
171
Philip Morris
PM
$295B
| $2.19M | 0.11% |
31,336
-69,508
| -69% | -$5.07M |
|
172
Uber
UBER
$153B
| $2.18M | 0.11% |
70,052
+29,199
| +71% | +$910K |
|
173
Synopsys
SNPS
$79.7B
| $2.17M | 0.11% |
11,121
-4,408
| -28% | -$728K |
|
174
EOG Resources
EOG
$70.7B
| $2.17M | 0.11% |
42,798
-15,219
| -26% | -$738K |
|
175
Travelers Companies
TRV
$80.2B
| $2.16M | 0.11% |
18,977
-6,860
| -27% | -$723K |
|
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UM
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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.