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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
+8.08%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.32B
AUM Growth
+$259M
Cap. Flow
+$181M
Cap. Flow %
13.72%
Top 10 Hldgs %
21.24%
Holding
593
New
11
Increased
572
Reduced
6
Closed
3

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.2M
2
AMZN icon
Amazon
AMZN
+$5.92M
3
MSFT icon
Microsoft
MSFT
+$5.87M
4
META icon
Meta Platforms (Facebook)
META
+$3.29M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.79M

Top Sells

Rank Stock Value
1
ANDV
Andeavor
ANDV
+$886K
2
XL
XL Group Ltd.
XL
+$689K
3
GGP
GGP Inc.
GGP
+$576K
4
NWSA icon
News Corp Class A
NWSA
+$85.4K
5
ROL icon
Rollins
ROL
+$79.6K

Sector Composition

Rank Sector Weight
1 Technology 19.17%
2 Financials 15.61%
3 Healthcare 14.06%
4 Consumer Discretionary 10.62%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMI icon
226
Cummins
CMI
$88.7B
$1.21M 0.09%
8,273
+1,070
+15% +$151K
DLR icon
227
Digital Realty Trust
DLR
$71.7B
$1.21M 0.09%
10,736
+1,294
+14% +$155K
PAYX icon
228
Paychex
PAYX
$42.7B
$1.21M 0.09%
16,396
+2,217
+16% +$159K
IQV icon
229
IQVIA
IQV
$39.3B
$1.21M 0.09%
9,290
+478
+5% +$57.4K
HLT icon
230
Hilton Worldwide
HLT
$71.5B
$1.2M 0.09%
14,837
+1,994
+16% +$157K
SWK icon
231
Stanley Black & Decker
SWK
$15.7B
$1.19M 0.09%
8,149
+1,159
+17% +$165K
A icon
232
Agilent Technologies
A
$41.2B
$1.18M 0.09%
16,788
+2,112
+14% +$140K
RF icon
233
Regions Financial
RF
$26.8B
$1.18M 0.09%
64,378
+8,188
+15% +$154K
MTB icon
234
M&T Bank
MTB
$36.2B
$1.17M 0.09%
7,087
+835
+13% +$145K
WDAY icon
235
Workday
WDAY
$44.4B
$1.16M 0.09%
7,936
+1,348
+20% +$187K
EIX icon
236
Edison International
EIX
$26.4B
$1.15M 0.09%
17,025
+2,507
+17% +$168K
AMP icon
237
Ameriprise Financial
AMP
$48.8B
$1.15M 0.09%
7,791
+1,048
+16% +$150K
KEY icon
238
KeyCorp
KEY
$24.4B
$1.15M 0.09%
57,838
+361
+0.6% +$7.5K
MSI icon
239
Motorola Solutions
MSI
$77.4B
$1.14M 0.09%
8,794
+1,112
+14% +$138K
NTRS icon
240
Northern Trust
NTRS
$33.9B
$1.14M 0.09%
11,139
+1,521
+16% +$163K
AZO icon
241
AutoZone
AZO
$51.1B
$1.12M 0.09%
1,446
+170
+13% +$125K
IDXX icon
242
Idexx Laboratories
IDXX
$46.2B
$1.12M 0.08%
4,483
+612
+16% +$149K
INFO
243
DELISTED
IHS Markit Ltd. Common Shares
INFO
$1.12M 0.08%
20,683
+2,761
+15% +$149K
WCN
244
Waste Connections
WCN
$42B
$1.11M 0.08%
13,918
+1,889
+16% +$148K
BBY icon
245
Best Buy
BBY
$17.3B
$1.09M 0.08%
13,772
+1,481
+12% +$115K
WEC icon
246
WEC Energy
WEC
$35.1B
$1.09M 0.08%
16,300
+2,240
+16% +$149K
TEVA icon
247
Teva Pharmaceuticals
TEVA
$41.2B
$1.08M 0.08%
50,123
+6,823
+16% +$158K
DVN icon
248
Devon Energy
DVN
$47.3B
$1.08M 0.08%
26,959
+3,655
+16% +$156K
TFCF
249
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
$1.08M 0.08%
23,480
+4,116
+21% +$187K
LUMN icon
250
Lumen
LUMN
$6.44B
$1.07M 0.08%
50,636
+7,216
+17% +$151K
8 9
10
11 12

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
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RFC
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GF
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Verition Fund Management
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NMO
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IFM Investors's Q3 2018 Portfolio in Review

As of Q3 2018, IFM Investors held 593 positions worth $1.32B, up 24% from $1.06B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

IFM Investors deployed $181M of net new capital in Q3 2018, opening 11 new positions and adding to 572 existing holdings. Its largest new stake was Athene Holding Ltd. Class A Common Shares: 6,529 shares worth $337K.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was News Corp Class A, an estimated $85.4K trimmed.

  • IFM Investors's largest Q3 2018 buy was Athene Holding Ltd. Class A Common Shares: 6,529 shares worth $337K.
  • IFM Investors added most to Apple in Q3 2018, an estimated $6.2M increase.
  • IFM Investors's biggest Q3 2018 reduction was News Corp Class A, cutting an estimated $85.4K.
  • IFM Investors fully exited Andeavor in Q3 2018, selling an estimated $886K.
  • IFM Investors's ten largest holdings make up 21% of its $1.32B portfolio in Q3 2018.
  • IFM Investors opened 11 new positions and closed 3 in Q3 2018.
  • IFM Investors's portfolio value rose 24% quarter-over-quarter to $1.32B.

Based on IFM Investors's 13F filing for Q3 2018, filed 22 Oct 2018.