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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
(+54%)
Cap. Flow
+$923M
Cap. Flow
% of AUM
34.12%
Top 10 Holdings %
Top 10 Hldgs %
21.09%
Holding
616
New
5
Increased
603
Reduced
–
Closed
8
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$37.3M |
| 2 |
Apple
AAPL
|
+$34.3M |
| 3 |
Amazon
AMZN
|
+$29.2M |
| 4 |
Meta Platforms (Facebook)
META
|
+$17.3M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Equity Residential
EQR
$25B
| $3.42M | 0.13% |
39,696
+14,638
| +58% | +$1.2M |
|
177
O'Reilly Automotive
ORLY
$76.2B
| $3.4M | 0.13% |
128,160
+43,020
| +51% | +$1.11M |
|
178
Public Service Enterprise Group
PEG
$37.5B
| $3.38M | 0.13% |
54,480
+18,569
| +52% | +$1.11M |
|
|
TWTR
179
DELISTED
Twitter, Inc.
TWTR
| $3.34M | 0.12% |
81,054
+27,241
| +51% | +$1.11M |
|
|
STI
180
DELISTED
SunTrust Banks, Inc.
STI
| $3.33M | 0.12% |
48,335
+16,406
| +51% | +$1.05M |
|
181
WEC Energy
WEC
$35.2B
| $3.31M | 0.12% |
34,859
+11,993
| +52% | +$1.08M |
|
182
AvalonBay Communities
AVB
$26.6B
| $3.31M | 0.12% |
15,353
+5,330
| +53% | +$1.11M |
|
183
Newmont
NEM
$111B
| $3.3M | 0.12% |
87,047
+29,815
| +52% | +$1.16M |
|
184
Consolidated Edison
ED
$39.9B
| $3.28M | 0.12% |
34,762
+12,040
| +53% | +$1.07M |
|
185
Advanced Micro Devices
AMD
$804B
| $3.27M | 0.12% |
112,972
+46,561
| +70% | +$1.46M |
|
186
VF Corp
VFC
$5.84B
| $3.27M | 0.12% |
36,788
+13,029
| +55% | +$1.11M |
|
187
Oneok
OKE
$55.2B
| $3.27M | 0.12% |
44,393
+15,449
| +53% | +$1.09M |
|
188
HP
HPQ
$25.9B
| $3.23M | 0.12% |
170,491
+57,244
| +51% | +$1.12M |
|
189
Williams Companies
WMB
$87.9B
| $3.21M | 0.12% |
133,522
+45,165
| +51% | +$1.14M |
|
190
Electronic Arts
EA
| $3.17M | 0.12% |
32,364
+11,109
| +52% | +$1.04M |
|
191
Amphenol
APH
$211B
| $3.13M | 0.12% |
129,692
+44,828
| +53% | +$1.03M |
|
192
PPG Industries
PPG
$26.1B
| $3.08M | 0.11% |
25,963
+8,953
| +53% | +$1.03M |
|
193
Motorola Solutions
MSI
$78.6B
| $3.07M | 0.11% |
17,998
+6,143
| +52% | +$1.05M |
|
194
Zimmer Biomet
ZBH
$18.7B
| $3.03M | 0.11% |
22,739
+7,908
| +53% | +$1.02M |
|
195
AutoZone
AZO
$50B
| $3.01M | 0.11% |
2,779
+937
| +51% | +$1.05M |
|
|
DFS
196
DELISTED
Discover Financial Services
DFS
| $3.01M | 0.11% |
37,078
+12,434
| +50% | +$1.03M |
|
197
SBA Communications
SBAC
$19.3B
| $2.99M | 0.11% |
12,392
+4,172
| +51% | +$1.03M |
|
198
T. Rowe Price
TROW
$24.2B
| $2.98M | 0.11% |
26,105
+8,989
| +53% | +$1M |
|
199
Eversource Energy
ES
$27.1B
| $2.97M | 0.11% |
34,721
+11,963
| +53% | +$951K |
|
200
Dollar Tree
DLTR
$24.8B
| $2.96M | 0.11% |
25,907
+9,017
| +53% | +$943K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
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.