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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
+4.48%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.76B
AUM Growth
+$202M
Cap. Flow
+$143M
Cap. Flow %
8.14%
Top 10 Hldgs %
20.83%
Holding
617
New
24
Increased
384
Reduced
43
Closed
6

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$5.24M
2
AAPL icon
Apple
AAPL
+$4.8M
3
AMZN icon
Amazon
AMZN
+$4.62M
4
DOW icon
Dow Inc
DOW
+$2.87M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.53M

Top Sells

Rank Stock Value
1
DD icon
DuPont de Nemours
DD
+$1.99M
2
LHX icon
L3Harris
LHX
+$1.25M
3
UTHR icon
United Therapeutics
UTHR
+$310K
4
MAT icon
Mattel
MAT
+$275K
5
GT icon
Goodyear
GT
+$263K

Sector Composition

Rank Sector Weight
1 Technology 19.2%
2 Financials 15.47%
3 Healthcare 13.61%
4 Consumer Discretionary 10.53%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.84T
$68.9M 3.92%
514,533
+41,284
+9% +$5.24M
AAPL icon
2
Apple
AAPL
$4.89T
$66M 3.75%
1,334,756
+98,416
+8% +$4.8M
AMZN icon
3
Amazon
AMZN
$2.5T
$55.9M 3.17%
589,940
+49,640
+9% +$4.62M
META icon
4
Meta Platforms (Facebook)
META
$1.51T
$32.6M 1.85%
168,680
+12,454
+8% +$2.28M
JNJ icon
5
Johnson & Johnson
JNJ
$635B
$26.2M 1.49%
188,428
+14,568
+8% +$2.02M
JPM icon
6
JPMorgan Chase
JPM
$939B
$25.9M 1.47%
231,938
+15,762
+7% +$1.74M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.9T
$24.3M 1.38%
450,380
+43,800
+11% +$2.53M
XOM icon
8
ExxonMobil
XOM
$651B
$22.9M 1.3%
298,576
+24,525
+9% +$1.9M
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$3.91T
$22.5M 1.28%
416,120
+26,180
+7% +$1.52M
V icon
10
Visa
V
$677B
$21.4M 1.22%
123,278
+9,374
+8% +$1.53M
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.07T
$19.5M 1.11%
91,660
+7,791
+9% +$1.61M
PG icon
12
Procter & Gamble
PG
$343B
$19.3M 1.1%
176,067
+14,979
+9% +$1.6M
BAC icon
13
Bank of America
BAC
$435B
$18.9M 1.07%
651,092
+42,122
+7% +$1.21M
DIS icon
14
Walt Disney
DIS
$165B
$17.8M 1.01%
127,155
+10,313
+9% +$1.37M
T icon
15
AT&T
T
$165B
$17.2M 0.98%
680,092
+53,816
+9% +$1.29M
CSCO icon
16
Cisco
CSCO
$450B
$17.1M 0.97%
312,168
+18,131
+6% +$1M
PFE icon
17
Pfizer
PFE
$140B
$17.1M 0.97%
415,609
+19,058
+5% +$757K
MA icon
18
Mastercard
MA
$477B
$17M 0.97%
64,298
+4,863
+8% +$1.22M
CVX icon
19
Chevron
CVX
$388B
$16.7M 0.95%
133,936
+10,275
+8% +$1.24M
HD icon
20
Home Depot
HD
$332B
$16.6M 0.95%
80,045
+6,092
+8% +$1.22M
VZ icon
21
Verizon
VZ
$194B
$16.6M 0.95%
291,235
+23,887
+9% +$1.38M
UNH icon
22
UnitedHealth
UNH
$382B
$16.5M 0.94%
67,727
+5,305
+8% +$1.28M
MRK icon
23
Merck
MRK
$324B
$15.4M 0.87%
191,920
+15,383
+9% +$1.18M
INTC icon
24
Intel
INTC
$466B
$15.3M 0.87%
318,598
+21,390
+7% +$1.06M
KO icon
25
Coca-Cola
KO
$354B
$14.6M 0.83%
285,867
+23,063
+9% +$1.13M
1
2 3 4 5

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IA
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AT
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MSV
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CCM
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UM
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FCAS
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RFC
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GF
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IFM Investors's Q2 2019 Portfolio in Review

As of Q2 2019, IFM Investors held 617 positions worth $1.76B, up 13% from $1.56B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

IFM Investors deployed $143M of net new capital in Q2 2019, opening 24 new positions and adding to 384 existing holdings. Its largest new stake was Dow Inc: 54,290 shares worth $2.68M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 19% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was DuPont de Nemours, an estimated $1.99M trimmed.

  • IFM Investors's largest Q2 2019 buy was Dow Inc: 54,290 shares worth $2.68M.
  • IFM Investors added most to Microsoft in Q2 2019, an estimated $5.24M increase.
  • IFM Investors's biggest Q2 2019 reduction was DuPont de Nemours, cutting an estimated $1.99M.
  • IFM Investors fully exited L3Harris in Q2 2019, selling an estimated $1.25M.
  • IFM Investors's ten largest holdings make up 21% of its $1.76B portfolio in Q2 2019.
  • IFM Investors opened 24 new positions and closed 6 in Q2 2019.
  • IFM Investors's portfolio value rose 13% quarter-over-quarter to $1.76B.

Based on IFM Investors's 13F filing for Q2 2019, filed 16 Jul 2019.