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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
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
AAPL icon
1
Apple
AAPL
$4.89T
$111M 4.12%
1,991,056
+656,300
+49% +$34.3M
MSFT icon
2
Microsoft
MSFT
$2.84T
$109M 4.04%
785,846
+271,313
+53% +$37.3M
AMZN icon
3
Amazon
AMZN
$2.5T
$78.5M 2.9%
904,780
+314,840
+53% +$29.2M
META icon
4
Meta Platforms (Facebook)
META
$1.51T
$46.2M 1.71%
259,538
+90,858
+54% +$17.3M
JPM icon
5
JPMorgan Chase
JPM
$939B
$41.3M 1.53%
351,195
+119,257
+51% +$13.5M
GOOG icon
6
Alphabet (Google) Class C
GOOG
$3.9T
$40.9M 1.51%
671,120
+220,740
+49% +$13.1M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.91T
$39.9M 1.47%
653,320
+237,200
+57% +$14M
JNJ icon
8
Johnson & Johnson
JNJ
$635B
$37.1M 1.37%
286,744
+98,316
+52% +$13M
PG icon
9
Procter & Gamble
PG
$343B
$33.6M 1.24%
270,520
+94,453
+54% +$11.2M
XOM icon
10
ExxonMobil
XOM
$651B
$32.3M 1.19%
457,638
+159,062
+53% +$11.5M
V icon
11
Visa
V
$677B
$32.2M 1.19%
187,447
+64,169
+52% +$11.4M
T icon
12
AT&T
T
$165B
$29.8M 1.1%
1,043,376
+363,284
+53% +$9.62M
BRK.B icon
13
Berkshire Hathaway Class B
BRK.B
$1.07T
$29.2M 1.08%
140,332
+48,672
+53% +$10M
BAC icon
14
Bank of America
BAC
$435B
$28.6M 1.06%
980,018
+328,926
+51% +$9.46M
HD icon
15
Home Depot
HD
$332B
$27.6M 1.02%
119,117
+39,072
+49% +$8.54M
VZ icon
16
Verizon
VZ
$194B
$27M 1%
446,613
+155,378
+53% +$8.95M
MA icon
17
Mastercard
MA
$477B
$26.6M 0.98%
97,885
+33,587
+52% +$9.26M
DIS icon
18
Walt Disney
DIS
$165B
$25.3M 0.94%
194,322
+67,167
+53% +$9.29M
INTC icon
19
Intel
INTC
$466B
$24.9M 0.92%
483,804
+165,206
+52% +$8.12M
CVX icon
20
Chevron
CVX
$388B
$24.4M 0.9%
205,781
+71,845
+54% +$8.73M
KO icon
21
Coca-Cola
KO
$354B
$23.8M 0.88%
437,092
+151,225
+53% +$8.1M
MRK icon
22
Merck
MRK
$324B
$23.4M 0.87%
291,649
+99,729
+52% +$7.99M
WFC icon
23
Wells Fargo
WFC
$261B
$23.4M 0.86%
463,280
+155,853
+51% +$7.34M
CSCO icon
24
Cisco
CSCO
$450B
$22.9M 0.85%
464,375
+152,207
+49% +$7.91M
UNH icon
25
UnitedHealth
UNH
$382B
$22.3M 0.82%
102,515
+34,788
+51% +$8.39M
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 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.