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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
+14.42%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.56B
AUM Growth
+$322M
Cap. Flow
+$151M
Cap. Flow %
9.67%
Top 10 Hldgs %
20.63%
Holding
597
New
9
Increased
468
Reduced
24
Closed
4

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$5.47M
2
AMZN icon
Amazon
AMZN
+$4.88M
3
AAPL icon
Apple
AAPL
+$4.79M
4
DIS icon
Walt Disney
DIS
+$3.45M
5
META icon
Meta Platforms (Facebook)
META
+$2.57M

Top Sells

Rank Stock Value
1
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.86M
2
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$1.29M
3
PCG icon
PG&E
PCG
+$713K
4
DELL icon
Dell
DELL
+$533K
5
SCG
Scana
SCG
+$379K

Sector Composition

Rank Sector Weight
1 Technology 18.94%
2 Financials 14.93%
3 Healthcare 14.12%
4 Consumer Discretionary 10.54%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TDG icon
226
TransDigm Group
TDG
$67.7B
$1.43M 0.09%
3,155
+288
+10% +$117K
MNST icon
227
Monster Beverage
MNST
$88.4B
$1.43M 0.09%
52,240
+4,024
+8% +$115K
MELI icon
228
Mercado Libre
MELI
$92.3B
$1.42M 0.09%
2,802
+351
+14% +$140K
VTR icon
229
Ventas
VTR
$47.9B
$1.42M 0.09%
22,229
+1,704
+8% +$106K
GPN icon
230
Global Payments
GPN
$22.8B
$1.42M 0.09%
10,366
+1,442
+16% +$175K
DTE icon
231
DTE Energy
DTE
$29.1B
$1.41M 0.09%
13,247
+1,107
+9% +$112K
PANW icon
232
Palo Alto Networks
PANW
$297B
$1.41M 0.09%
34,698
+3,138
+10% +$116K
TWTR
233
DELISTED
Twitter, Inc.
TWTR
$1.41M 0.09%
42,716
+3,466
+9% +$110K
ROK icon
234
Rockwell Automation
ROK
$49B
$1.4M 0.09%
7,969
+725
+10% +$123K
INFO
235
DELISTED
IHS Markit Ltd. Common Shares
INFO
$1.39M 0.09%
25,604
+2,741
+12% +$143K
CXO
236
DELISTED
CONCHO RESOURCES INC.
CXO
$1.39M 0.09%
12,542
+1,021
+9% +$115K
PPL
237
PPL Corp
PPL
$26.7B
$1.39M 0.09%
43,665
+3,539
+9% +$110K
O icon
238
Realty Income
O
$59.1B
$1.38M 0.09%
19,420
+2,172
+13% +$144K
FE icon
239
FirstEnergy
FE
$27.5B
$1.37M 0.09%
32,910
+5,178
+19% +$206K
VRSK icon
240
Verisk Analytics
VRSK
$25B
$1.36M 0.09%
10,255
+1,171
+13% +$142K
CNC icon
241
Centene
CNC
$32.5B
$1.36M 0.09%
25,582
+2,120
+9% +$129K
BXP icon
242
Boston Properties
BXP
$11.1B
$1.35M 0.09%
10,058
+858
+9% +$110K
CCL icon
243
Carnival Corporation Ltd
CCL
$39.7B
$1.34M 0.09%
26,354
+2,103
+9% +$117K
MTB icon
244
M&T Bank
MTB
$36.2B
$1.33M 0.09%
8,499
+683
+9% +$112K
SWK icon
245
Stanley Black & Decker
SWK
$15.7B
$1.33M 0.09%
9,785
+878
+10% +$115K
EIX icon
246
Edison International
EIX
$26.4B
$1.32M 0.08%
21,271
+2,393
+13% +$143K
WY icon
247
Weyerhaeuser
WY
$18.4B
$1.31M 0.08%
49,580
+5,736
+13% +$145K
TSN icon
248
Tyson Foods
TSN
$20.4B
$1.3M 0.08%
18,698
+1,753
+10% +$109K
ULTA icon
249
Ulta Beauty
ULTA
$24.3B
$1.29M 0.08%
3,714
+375
+11% +$113K
AME icon
250
Ametek
AME
$58.2B
$1.29M 0.08%
15,547
+1,460
+10% +$111K
8 9
10
11 12

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IFM Investors's Q1 2019 Portfolio in Review

As of Q1 2019, IFM Investors held 597 positions worth $1.56B, up 26% from $1.24B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

IFM Investors deployed $151M of net new capital in Q1 2019, opening 9 new positions and adding to 468 existing holdings. Its largest new stake was Fox Class A: 22,720 shares worth $834K.

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 Dell, an estimated $533K trimmed.

  • IFM Investors's largest Q1 2019 buy was Fox Class A: 22,720 shares worth $834K.
  • IFM Investors added most to Microsoft in Q1 2019, an estimated $5.47M increase.
  • IFM Investors's biggest Q1 2019 reduction was Dell, cutting an estimated $533K.
  • IFM Investors fully exited Twenty-First Century Fox, Inc. Class A in Q1 2019, selling an estimated $2.86M.
  • IFM Investors's ten largest holdings make up 21% of its $1.56B portfolio in Q1 2019.
  • IFM Investors opened 9 new positions and closed 4 in Q1 2019.
  • IFM Investors's portfolio value rose 26% quarter-over-quarter to $1.56B.

Based on IFM Investors's 13F filing for Q1 2019, filed 18 Apr 2019.