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II

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
DLR icon
201
Digital Realty Trust
DLR
$71.6B
$2.95M 0.11%
22,751
+7,905
+53% +$962K
WDAY icon
202
Workday
WDAY
$41.9B
$2.94M 0.11%
17,328
+6,690
+63% +$1.29M
PAYX icon
203
Paychex
PAYX
$42.5B
$2.91M 0.11%
35,184
+12,240
+53% +$1.02M
MCK icon
204
McKesson
MCK
$101B
$2.91M 0.11%
21,282
+7,252
+52% +$1.03M
EIX icon
205
Edison International
EIX
$25.9B
$2.91M 0.11%
38,544
+14,319
+59% +$1.03M
TMUS icon
206
T-Mobile US
TMUS
$193B
$2.9M 0.11%
36,790
+12,856
+54% +$1.01M
HLT icon
207
Hilton Worldwide
HLT
$72.9B
$2.85M 0.11%
30,620
+10,660
+53% +$1.01M
VTR icon
208
Ventas
VTR
$47.3B
$2.83M 0.1%
38,820
+13,592
+54% +$965K
TSN icon
209
Tyson Foods
TSN
$20.7B
$2.81M 0.1%
32,589
+11,495
+54% +$977K
IQV icon
210
IQVIA
IQV
$38B
$2.77M 0.1%
18,518
+6,525
+54% +$1.02M
CMI icon
211
Cummins
CMI
$88.3B
$2.73M 0.1%
16,781
+5,871
+54% +$939K
KLAC icon
212
KLA
KLAC
$255B
$2.71M 0.1%
170,000
+48,510
+40% +$678K
PCAR icon
213
PACCAR
PCAR
$69.8B
$2.69M 0.1%
57,681
+20,416
+55% +$931K
INFO
214
DELISTED
IHS Markit Ltd. Common Shares
INFO
$2.69M 0.1%
40,257
+14,653
+57% +$958K
FE icon
215
FirstEnergy
FE
$27.4B
$2.69M 0.1%
55,764
+20,660
+59% +$935K
WCN
216
Waste Connections
WCN
$41.8B
$2.67M 0.1%
29,079
+10,312
+55% +$953K
A icon
217
Agilent Technologies
A
$39.6B
$2.67M 0.1%
34,861
+12,346
+55% +$891K
XLNX
218
DELISTED
Xilinx Inc
XLNX
$2.66M 0.1%
27,780
+9,792
+54% +$1.07M
TDG icon
219
TransDigm Group
TDG
$69.6B
$2.66M 0.1%
5,115
+1,581
+45% +$811K
CPAY icon
220
Corpay
CPAY
$25.8B
$2.66M 0.1%
9,262
+3,404
+58% +$989K
MELI icon
221
Mercado Libre
MELI
$91.5B
$2.65M 0.1%
4,806
+1,679
+54% +$1.02M
DTE icon
222
DTE Energy
DTE
$29B
$2.63M 0.1%
23,251
+8,317
+56% +$919K
MNST icon
223
Monster Beverage
MNST
$91.4B
$2.62M 0.1%
90,182
+32,010
+55% +$970K
HSY icon
224
Hershey
HSY
$36.6B
$2.6M 0.1%
16,752
+5,851
+54% +$884K
O icon
225
Realty Income
O
$58.4B
$2.6M 0.1%
34,938
+12,865
+58% +$902K
7 8
9
10 11

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.