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 | |
|---|---|---|---|---|---|---|
201
Consolidated Edison
ED
$35B
| $285K | 0.13% |
+3,867
| New | +$285K |
|
202
IQVIA
IQV
$32.2B
| $283K | 0.13% |
+3,726
| New | +$283K |
|
203
Williams Companies
WMB
$70.3B
| $282K | 0.13% |
+9,069
| New | +$282K |
|
204
Analog Devices
ADI
$122B
| $281K | 0.13% |
+3,871
| New | +$281K |
|
205
Public Service Enterprise Group
PEG
$39.9B
| $281K | 0.13% |
+6,414
| New | +$281K |
|
206
Cummins
CMI
$54.4B
| $279K | 0.13% |
+2,039
| New | +$279K |
|
207
KeyCorp
KEY
$20.9B
| $277K | 0.13% |
+15,179
| New | +$277K |
|
208
Tyson Foods
TSN
$19.9B
| $276K | 0.13% |
+4,469
| New | +$276K |
|
209
Devon Energy
DVN
$21.8B
| $274K | 0.13% |
+6,003
| New | +$274K |
|
210
Sherwin-Williams
SHW
$90.1B
| $274K | 0.13% |
+3,057
| New | +$274K |
|
211
Dollar General
DG
$23B
| $272K | 0.13% |
+3,667
| New | +$272K |
|
212
Xylem
XYL
$33.5B
| $272K | 0.13% |
+5,501
| New | +$272K |
|
|
DRE
213
DELISTED
Duke Realty Corp.
DRE
| $271K | 0.13% |
+10,187
| New | +$271K |
|
|
ATVI
214
DELISTED
Activision Blizzard Inc.
ATVI
| $271K | 0.13% |
+7,516
| New | +$271K |
|
215
Fifth Third Bancorp
FITB
$30.1B
| $267K | 0.13% |
+9,884
| New | +$267K |
|
216
International Paper
IP
$24.8B
| $265K | 0.12% |
+5,269
| New | +$265K |
|
217
Principal Financial Group
PFG
$17.8B
| $265K | 0.12% |
+4,584
| New | +$265K |
|
218
Zimmer Biomet
ZBH
$20.6B
| $262K | 0.12% |
+2,615
| New | +$262K |
|
219
Republic Services
RSG
$71.5B
| $261K | 0.12% |
+4,579
| New | +$261K |
|
220
Western Union
WU
$2.79B
| $261K | 0.12% |
+12,021
| New | +$261K |
|
221
Xcel Energy
XEL
$42.6B
| $261K | 0.12% |
+6,416
| New | +$261K |
|
222
Amphenol
APH
$143B
| $260K | 0.12% |
+15,484
| New | +$260K |
|
223
Omnicom Group
OMC
$15.1B
| $260K | 0.12% |
+3,056
| New | +$260K |
|
224
Edwards Lifesciences
EW
$46.9B
| $258K | 0.12% |
+8,247
| New | +$258K |
|
|
CA
225
DELISTED
CA, Inc.
CA
| $256K | 0.12% |
+8,048
| New | +$256K |
|