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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
+4.34%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.06B
AUM Growth
+$364M
(+52%)
Cap. Flow
+$338M
Cap. Flow
% of AUM
31.95%
Top 10 Holdings %
Top 10 Hldgs %
20.63%
Holding
587
New
63
Increased
518
Reduced
1
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$12.7M |
| 2 |
Microsoft
MSFT
|
+$9.99M |
| 3 |
Amazon
AMZN
|
+$9.36M |
| 4 |
Meta Platforms (Facebook)
META
|
+$6.19M |
| 5 |
JPMorgan Chase
JPM
|
+$5.19M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TWX
Time Warner Inc
TWX
|
+$2.29M |
| 2 |
MON
Monsanto Co
MON
|
+$1.61M |
| 3 |
Keurig Dr Pepper
KDP
|
+$681K |
| 4 |
Travel + Leisure Co
TNL
|
+$391K |
| 5 |
DigitalBridge
DBRG
|
+$255K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.3% |
| 2 | Financials | 16% |
| 3 | Healthcare | 13.21% |
| 4 | Communication Services | 10.66% |
| 5 | Consumer Discretionary | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
PACCAR
PCAR
$70.2B
| $1.01M | 0.1% |
24,431
+7,731
| +46% | +$334K |
|
227
Regions Financial
RF
$27.2B
| $999K | 0.09% |
56,190
+14,423
| +35% | +$270K |
|
228
PG&E
PCG
$37.9B
| $995K | 0.09% |
23,372
+7,331
| +46% | +$318K |
|
229
Northern Trust
NTRS
$33.7B
| $990K | 0.09% |
9,618
+2,926
| +44% | +$310K |
|
|
COL
230
DELISTED
Rockwell Collins
COL
| $987K | 0.09% |
7,326
+1,917
| +35% | +$259K |
|
231
Rockwell Automation
ROK
$50.1B
| $984K | 0.09% |
5,922
+1,864
| +46% | +$324K |
|
232
Microchip Technology
MCHP
$42.2B
| $970K | 0.09% |
21,338
+6,496
| +44% | +$301K |
|
233
Paychex
PAYX
$42.1B
| $969K | 0.09% |
14,179
+4,515
| +47% | +$291K |
|
234
Parker-Hannifin
PH
$126B
| $965K | 0.09% |
6,195
+1,955
| +46% | +$333K |
|
|
CXO
235
DELISTED
CONCHO RESOURCES INC.
CXO
| $961K | 0.09% |
6,949
+2,104
| +43% | +$301K |
|
236
Cummins
CMI
$89.7B
| $958K | 0.09% |
7,203
+2,287
| +47% | +$342K |
|
|
TFCF
237
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $954K | 0.09% |
19,364
+7,012
| +57% | +$274K |
|
238
Ameriprise Financial
AMP
$49.6B
| $943K | 0.09% |
6,743
+2,049
| +44% | +$290K |
|
239
Stanley Black & Decker
SWK
$15.6B
| $928K | 0.09% |
6,990
+2,245
| +47% | +$323K |
|
|
INFO
240
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $925K | 0.09% |
17,922
+5,571
| +45% | +$279K |
|
241
Edison International
EIX
$26.3B
| $919K | 0.09% |
14,518
+4,198
| +41% | +$262K |
|
242
Best Buy
BBY
$17.8B
| $917K | 0.09% |
12,291
+3,574
| +41% | +$264K |
|
243
Boston Properties
BXP
$11.2B
| $917K | 0.09% |
7,311
+2,198
| +43% | +$267K |
|
244
International Paper
IP
$22.4B
| $916K | 0.09% |
18,578
+5,832
| +46% | +$298K |
|
|
FITB
245
Fifth Third Bancorp
FITB
$52.2B
| $914K | 0.09% |
31,835
+9,502
| +43% | +$302K |
|
246
Dollar Tree
DLTR
$24.7B
| $912K | 0.09% |
10,730
+3,349
| +45% | +$309K |
|
247
Ventas
VTR
$47.5B
| $911K | 0.09% |
15,995
+5,152
| +48% | +$270K |
|
248
WEC Energy
WEC
$35.3B
| $909K | 0.09% |
14,060
+4,512
| +47% | +$280K |
|
249
Agilent Technologies
A
$39.9B
| $908K | 0.09% |
14,676
+4,722
| +47% | +$308K |
|
250
SBA Communications
SBAC
$18.9B
| $908K | 0.09% |
5,501
+1,562
| +40% | +$252K |
|
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UM
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RFC
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IFM Investors's Q2 2018 Portfolio in Review
As of Q2 2018, IFM Investors held 587 positions worth $1.06B, up 52% from $695M the previous quarter. Its ten largest holdings account for 21% of the portfolio.
IFM Investors deployed $338M of net new capital in Q2 2018, opening 63 new positions and adding to 518 existing holdings. Its largest new stake was Broadcom: 185,640 shares worth $4.5M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was People's United Financial Inc, an estimated $20.3K trimmed.
- IFM Investors's largest Q2 2018 buy was Broadcom: 185,640 shares worth $4.5M.
- IFM Investors added most to Apple in Q2 2018, an estimated $12.7M increase.
- IFM Investors's biggest Q2 2018 reduction was People's United Financial Inc, cutting an estimated $20.3K.
- IFM Investors fully exited Time Warner Inc in Q2 2018, selling an estimated $2.29M.
- IFM Investors's ten largest holdings make up 21% of its $1.06B portfolio in Q2 2018.
- IFM Investors opened 63 new positions and closed 5 in Q2 2018.
- IFM Investors's portfolio value rose 52% quarter-over-quarter to $1.06B.
Based on IFM Investors's 13F filing for Q2 2018, filed 9 Jul 2018.