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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 | |
|---|---|---|---|---|---|---|
201
PACCAR
PCAR
$70.1B
| $1.94M | 0.1% |
38,894
-14,271
| -27% | -$667K |
|
202
HCA Healthcare
HCA
$89.5B
| $1.94M | 0.1% |
19,951
-7,596
| -28% | -$790K |
|
203
SLB Ltd
SLB
$75B
| $1.93M | 0.1% |
104,890
-34,307
| -25% | -$601K |
|
204
WEC Energy
WEC
$35.1B
| $1.92M | 0.1% |
21,878
-10,245
| -32% | -$924K |
|
205
Twilio
TWLO
$36.6B
| $1.91M | 0.1% |
8,720
-1,673
| -16% | -$269K |
|
206
PPG Industries
PPG
$26.6B
| $1.91M | 0.1% |
18,021
-5,691
| -24% | -$548K |
|
207
Cummins
CMI
$88.7B
| $1.9M | 0.1% |
10,948
-4,416
| -29% | -$706K |
|
208
Aflac
AFL
$62.6B
| $1.89M | 0.1% |
52,516
-30,246
| -37% | -$1.09M |
|
209
HP
HPQ
$27.5B
| $1.89M | 0.1% |
108,557
-44,842
| -29% | -$712K |
|
210
Consolidated Edison
ED
$39.9B
| $1.89M | 0.1% |
26,239
-6,204
| -19% | -$476K |
|
211
American Water Works
AWK
$26.9B
| $1.88M | 0.1% |
14,647
-2,719
| -16% | -$339K |
|
212
McKesson
MCK
$101B
| $1.88M | 0.1% |
12,261
-6,694
| -35% | -$967K |
|
213
Microchip Technology
MCHP
$46B
| $1.87M | 0.1% |
35,446
-13,932
| -28% | -$627K |
|
|
ANSS
214
DELISTED
Ansys
ANSS
| $1.85M | 0.1% |
6,360
-1,598
| -20% | -$426K |
|
215
Rockwell Automation
ROK
$49B
| $1.84M | 0.09% |
8,652
-2,760
| -24% | -$534K |
|
|
ALXN
216
DELISTED
Alexion Pharmaceuticals
ALXN
| $1.84M | 0.09% |
16,377
-8,269
| -34% | -$878K |
|
217
Fastenal
FAST
$59.5B
| $1.83M | 0.09% |
85,260
-23,508
| -22% | -$449K |
|
218
Prudential Financial
PRU
$41.8B
| $1.82M | 0.09% |
29,853
-10,511
| -26% | -$617K |
|
219
Zimmer Biomet
ZBH
$18.4B
| $1.81M | 0.09% |
15,605
-5,419
| -26% | -$624K |
|
220
Marathon Petroleum
MPC
$83.7B
| $1.81M | 0.09% |
48,326
-17,473
| -27% | -$561K |
|
221
Valero Energy
VLO
$85.9B
| $1.8M | 0.09% |
30,601
-14,749
| -33% | -$881K |
|
222
Paychex
PAYX
$42.7B
| $1.8M | 0.09% |
23,715
-8,988
| -27% | -$623K |
|
|
XLNX
223
DELISTED
Xilinx Inc
XLNX
| $1.79M | 0.09% |
18,224
-7,646
| -30% | -$678K |
|
224
Parker-Hannifin
PH
$135B
| $1.77M | 0.09% |
9,676
-2,623
| -21% | -$423K |
|
225
Cintas
CTAS
$81.3B
| $1.77M | 0.09% |
26,604
-8,268
| -24% | -$478K |
|
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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.