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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
-12.59%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.24B
AUM Growth
-$81.3M
Cap. Flow
+$113M
Cap. Flow %
9.1%
Top 10 Hldgs %
20.23%
Holding
602
New
12
Increased
550
Reduced
24
Closed
14

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.12M
2
MSFT icon
Microsoft
MSFT
+$4.04M
3
AMZN icon
Amazon
AMZN
+$3.81M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.94M
5
META icon
Meta Platforms (Facebook)
META
+$1.94M

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$3.48M
2
ESRX
Express Scripts Holding Company
ESRX
+$2.81M
3
PX
Praxair Inc
PX
+$2.43M
4
COL
Rockwell Collins
COL
+$1.21M
5
CA
CA, Inc.
CA
+$794K

Sector Composition

Rank Sector Weight
1 Technology 18.1%
2 Financials 15.34%
3 Healthcare 15.04%
4 Consumer Discretionary 10.43%
5 Communication Services 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PH icon
226
Parker-Hannifin
PH
$137B
$1.15M 0.09%
7,691
+569
+8% +$92.1K
DTE icon
227
DTE Energy
DTE
$29.2B
$1.14M 0.09%
12,140
+1,104
+10% +$108K
PPL
228
PPL Corp
PPL
$26.3B
$1.14M 0.09%
40,126
+4,195
+12% +$127K
TWTR
229
DELISTED
Twitter, Inc.
TWTR
$1.13M 0.09%
39,250
+3,357
+9% +$105K
CLX icon
230
Clorox
CLX
$12.8B
$1.12M 0.09%
7,274
+610
+9% +$95K
MTB icon
231
M&T Bank
MTB
$36B
$1.12M 0.09%
7,816
+729
+10% +$117K
SBAC icon
232
SBA Communications
SBAC
$19.5B
$1.12M 0.09%
6,904
+657
+11% +$107K
WCN
233
Waste Connections
WCN
$42.4B
$1.11M 0.09%
15,009
+1,091
+8% +$83K
MSI icon
234
Motorola Solutions
MSI
$78B
$1.11M 0.09%
9,660
+866
+10% +$108K
INFO
235
DELISTED
IHS Markit Ltd. Common Shares
INFO
$1.1M 0.09%
22,863
+2,180
+11% +$112K
ROK icon
236
Rockwell Automation
ROK
$49B
$1.09M 0.09%
7,244
+584
+9% +$97.4K
EIX icon
237
Edison International
EIX
$26.1B
$1.07M 0.09%
18,878
+1,853
+11% +$115K
SWK icon
238
Stanley Black & Decker
SWK
$15.7B
$1.07M 0.09%
8,907
+758
+9% +$94.6K
NEM icon
239
Newmont
NEM
$119B
$1.06M 0.09%
30,464
+2,755
+10% +$89.3K
O icon
240
Realty Income
O
$59.3B
$1.05M 0.09%
17,248
+2,297
+15% +$137K
FE icon
241
FirstEnergy
FE
$27.1B
$1.04M 0.08%
27,732
+2,831
+11% +$107K
BXP icon
242
Boston Properties
BXP
$11.1B
$1.03M 0.08%
9,200
+867
+10% +$105K
NTRS icon
243
Northern Trust
NTRS
$33.6B
$1.03M 0.08%
12,319
+1,180
+11% +$111K
DELL icon
244
Dell
DELL
$277B
$1.01M 0.08%
40,938
+2,918
+8% +$79.9K
AWK icon
245
American Water Works
AWK
$26.8B
$1M 0.08%
11,062
+1,603
+17% +$146K
XYZ
246
Block Inc
XYZ
$47.9B
$994K 0.08%
17,722
+2,392
+16% +$169K
PANW icon
247
Palo Alto Networks
PANW
$301B
$991K 0.08%
31,560
+3,198
+11% +$99.7K
VRSK icon
248
Verisk Analytics
VRSK
$24.7B
$991K 0.08%
9,084
+957
+12% +$112K
RSG icon
249
Republic Services
RSG
$67.1B
$989K 0.08%
13,724
+240
+2% +$17.6K
SYF icon
250
Synchrony
SYF
$25.6B
$989K 0.08%
42,155
+3,271
+8% +$88.5K
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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IFM Investors's Q4 2018 Portfolio in Review

As of Q4 2018, IFM Investors held 602 positions worth $1.24B, down 6.2% from $1.32B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

IFM Investors deployed $113M of net new capital in Q4 2018, opening 12 new positions and adding to 550 existing holdings. Its largest new stake was Wellcare Health Plans, Inc.: 2,789 shares worth $658K.

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

On the sell side, the largest reduction was Crown Holdings, an estimated $50.7K trimmed.

  • IFM Investors's largest Q4 2018 buy was Wellcare Health Plans, Inc.: 2,789 shares worth $658K.
  • IFM Investors added most to Apple in Q4 2018, an estimated $4.12M increase.
  • IFM Investors's biggest Q4 2018 reduction was Crown Holdings, cutting an estimated $50.7K.
  • IFM Investors fully exited Aetna Inc in Q4 2018, selling an estimated $3.48M.
  • IFM Investors's ten largest holdings make up 20% of its $1.24B portfolio in Q4 2018.
  • IFM Investors opened 12 new positions and closed 14 in Q4 2018.
  • IFM Investors's portfolio value fell 6.2% quarter-over-quarter to $1.24B.

Based on IFM Investors's 13F filing for Q4 2018, filed 23 Jan 2019.