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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 | |
|---|---|---|---|---|---|---|
251
Tyson Foods
TSN
$20.3B
| $907K | 0.09% |
13,179
+4,324
| +49% | +$301K |
|
252
T-Mobile US
TMUS
$190B
| $906K | 0.09% |
15,164
+5,791
| +62% | +$343K |
|
|
WCN
253
Waste Connections
WCN
$41.1B
| $906K | 0.09% |
12,029
+3,507
| +41% | +$262K |
|
|
PARA
254
DELISTED
Paramount Global Class B
PARA
| $903K | 0.09% |
16,056
+4,909
| +44% | +$256K |
|
255
Huntington Bancshares
HBAN
$35.7B
| $901K | 0.09% |
61,010
+14,800
| +32% | +$223K |
|
256
Nucor
NUE
$62.4B
| $899K | 0.08% |
14,389
+4,408
| +44% | +$281K |
|
257
Motorola Solutions
MSI
$79.2B
| $894K | 0.08% |
7,682
+2,189
| +40% | +$241K |
|
258
Newmont
NEM
$112B
| $892K | 0.08% |
23,654
+6,931
| +41% | +$273K |
|
|
ANDV
259
DELISTED
Andeavor
ANDV
| $886K | 0.08% |
6,757
+1,989
| +42% | +$262K |
|
260
Citizens Financial Group
CFG
$31B
| $885K | 0.08% |
22,762
+6,528
| +40% | +$272K |
|
261
IQVIA
IQV
$38B
| $880K | 0.08% |
8,812
+2,616
| +42% | +$261K |
|
|
PPL
262
PPL Corp
PPL
$26.2B
| $874K | 0.08% |
30,610
+9,724
| +47% | +$269K |
|
|
HES
263
DELISTED
Hess
HES
| $860K | 0.08% |
12,858
+3,926
| +44% | +$235K |
|
264
Eversource Energy
ES
$27.2B
| $859K | 0.08% |
14,657
+4,082
| +39% | +$235K |
|
265
Corpay
CPAY
$25.8B
| $859K | 0.08% |
4,076
+1,230
| +43% | +$252K |
|
266
AutoZone
AZO
$50.1B
| $856K | 0.08% |
1,276
+373
| +41% | +$241K |
|
|
ETFC
267
DELISTED
E*Trade Financial Corporation
ETFC
| $849K | 0.08% |
13,883
+3,411
| +33% | +$211K |
|
268
Ametek
AME
$58.3B
| $844K | 0.08% |
11,691
+3,110
| +36% | +$230K |
|
269
Idexx Laboratories
IDXX
$45.5B
| $844K | 0.08% |
3,871
+1,291
| +50% | +$266K |
|
270
Hartford Financial Services
HIG
$39.3B
| $838K | 0.08% |
16,397
+4,906
| +43% | +$257K |
|
271
Palo Alto Networks
PANW
$294B
| $837K | 0.08% |
24,450
+7,770
| +47% | +$259K |
|
272
DTE Energy
DTE
$29B
| $835K | 0.08% |
9,466
+3,043
| +47% | +$264K |
|
|
K
273
DELISTED
Kellanova
K
| $829K | 0.08% |
12,629
+3,947
| +45% | +$235K |
|
|
MRO
274
DELISTED
Marathon Oil Corporation
MRO
| $827K | 0.08% |
39,655
+11,705
| +42% | +$231K |
|
|
CERN
275
DELISTED
Cerner Corp
CERN
| $821K | 0.08% |
13,735
+4,403
| +47% | +$261K |
|
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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.