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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
+0.05%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$695M
AUM Growth
+$61.6M
(+9.7%)
Cap. Flow
+$70.6M
Cap. Flow
% of AUM
10.16%
Top 10 Holdings %
Top 10 Hldgs %
20.06%
Holding
527
New
26
Increased
449
Reduced
9
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$2.61M |
| 2 |
Microsoft
MSFT
|
+$2.11M |
| 3 |
Amazon
AMZN
|
+$1.88M |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.41M |
| 5 |
Johnson & Johnson
JNJ
|
+$1.14M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
QVCGA
QVC Group Inc Series A
QVCGA
|
+$369K |
| 2 |
Marvell Technology
MRVL
|
+$237K |
| 3 |
WBC
WABCO HOLDINGS INC.
WBC
|
+$213K |
| 4 |
Brixmor Property Group
BRX
|
+$195K |
| 5 |
Western Union
WU
|
+$58.7K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.65% |
| 2 | Financials | 17.08% |
| 3 | Healthcare | 13.26% |
| 4 | Communication Services | 10.33% |
| 5 | Consumer Discretionary | 10.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Oneok
OKE
$54.5B
| $694K | 0.1% |
12,198
+1,140
| +10% | +$65.4K |
|
227
Northern Trust
NTRS
$33.9B
| $690K | 0.1% |
6,692
+654
| +11% | +$68.4K |
|
228
Equity Residential
EQR
$25.1B
| $685K | 0.1% |
11,109
+793
| +8% | +$47.1K |
|
229
Citizens Financial Group
CFG
$30.6B
| $682K | 0.1% |
16,234
+1,220
| +8% | +$54.8K |
|
230
Keurig Dr Pepper
KDP
$40.8B
| $681K | 0.1% |
5,756
+378
| +7% | +$41.9K |
|
231
O'Reilly Automotive
ORLY
$76.3B
| $680K | 0.1% |
41,235
+2,865
| +7% | +$48.5K |
|
232
Zimmer Biomet
ZBH
$18.4B
| $680K | 0.1% |
6,421
+673
| +12% | +$78.2K |
|
233
Microchip Technology
MCHP
$46B
| $678K | 0.1% |
14,842
+1,684
| +13% | +$77.6K |
|
234
SBA Communications
SBAC
$19.5B
| $673K | 0.1% |
3,939
+193
| +5% | +$32K |
|
235
Digital Realty Trust
DLR
$71.7B
| $670K | 0.1% |
6,361
+595
| +10% | +$62.8K |
|
236
Agilent Technologies
A
$41.2B
| $666K | 0.1% |
9,954
+837
| +9% | +$58.7K |
|
237
Edison International
EIX
$26.4B
| $657K | 0.09% |
10,320
+1,018
| +11% | +$62.7K |
|
238
Kroger
KR
$34.8B
| $655K | 0.09% |
27,350
+817
| +3% | +$22.2K |
|
239
Newmont
NEM
$119B
| $653K | 0.09% |
16,723
+1,647
| +11% | +$63.6K |
|
240
Ametek
AME
$58.2B
| $652K | 0.09% |
8,581
| – | – |
|
241
Tyson Foods
TSN
$20.4B
| $648K | 0.09% |
8,855
+771
| +10% | +$58.8K |
|
242
International Paper
IP
$22B
| $645K | 0.09% |
12,746
+1,297
| +11% | +$72.1K |
|
243
Williams Companies
WMB
$86.1B
| $634K | 0.09% |
25,516
+2,401
| +10% | +$70.8K |
|
244
Boston Properties
BXP
$11.1B
| $630K | 0.09% |
5,113
+382
| +8% | +$46.4K |
|
245
Cardinal Health
CAH
$55.4B
| $629K | 0.09% |
10,033
+987
| +11% | +$67.7K |
|
246
Masco
MAS
$15.3B
| $627K | 0.09% |
15,496
| – | – |
|
247
Eversource Energy
ES
$27.2B
| $623K | 0.09% |
10,575
+697
| +7% | +$41.2K |
|
248
L3Harris
LHX
$53.4B
| $620K | 0.09% |
3,844
+257
| +7% | +$39.3K |
|
249
Welltower
WELL
$171B
| $613K | 0.09% |
11,258
+874
| +8% | +$49.3K |
|
|
WCN
250
Waste Connections
WCN
$42B
| $611K | 0.09% |
8,522
+850
| +11% | +$60.5K |
|
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IFM Investors's Q1 2018 Portfolio in Review
As of Q1 2018, IFM Investors held 527 positions worth $695M, up 9.7% from $633M the previous quarter. Its ten largest holdings account for 20% of the portfolio.
IFM Investors deployed $70.6M of net new capital in Q1 2018, opening 26 new positions and adding to 449 existing holdings. Its largest new stake was Spirit AeroSystems: 3,726 shares worth $312K.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Marvell Technology, an estimated $237K trimmed.
- IFM Investors's largest Q1 2018 buy was Spirit AeroSystems: 3,726 shares worth $312K.
- IFM Investors added most to Apple in Q1 2018, an estimated $2.61M increase.
- IFM Investors's biggest Q1 2018 reduction was Marvell Technology, cutting an estimated $237K.
- IFM Investors fully exited QVC Group Inc Series A in Q1 2018, selling an estimated $369K.
- IFM Investors's ten largest holdings make up 20% of its $695M portfolio in Q1 2018.
- IFM Investors opened 26 new positions and closed 3 in Q1 2018.
- IFM Investors's portfolio value rose 9.7% quarter-over-quarter to $695M.
Based on IFM Investors's 13F filing for Q1 2018, filed 11 May 2018.