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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
(-6.2%)
Cap. Flow
+$113M
Cap. Flow
% of AUM
9.1%
Top 10 Holdings %
Top 10 Hldgs %
20.23%
Holding
602
New
12
Increased
550
Reduced
24
Closed
14
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$4.12M |
| 2 |
Microsoft
MSFT
|
+$4.04M |
| 3 |
Amazon
AMZN
|
+$3.81M |
| 4 |
Johnson & Johnson
JNJ
|
+$1.94M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
251
Advanced Micro Devices
AMD
$780B
| $985K | 0.08% |
53,343
+4,847
| +10% | +$105K |
|
252
Microchip Technology
MCHP
$46.2B
| $981K | 0.08% |
27,280
+2,570
| +10% | +$90.7K |
|
253
ResMed
RMD
$30.4B
| $980K | 0.08% |
8,608
+819
| +11% | +$87.7K |
|
254
TransDigm Group
TDG
$68.2B
| $975K | 0.08% |
2,867
+199
| +7% | +$68.3K |
|
255
McCormick & Company Non-Voting
MKC
$14.2B
| $971K | 0.08% |
13,954
+1,248
| +10% | +$89.5K |
|
256
Church & Dwight Co
CHD
$24.5B
| $966K | 0.08% |
14,685
+1,344
| +10% | +$85.1K |
|
257
Corpay
CPAY
$25.6B
| $964K | 0.08% |
5,193
+528
| +11% | +$103K |
|
258
Omnicom Group
OMC
$23.4B
| $961K | 0.08% |
13,124
+1,024
| +8% | +$75.9K |
|
259
Weyerhaeuser
WY
$18.5B
| $958K | 0.08% |
43,844
+4,163
| +10% | +$111K |
|
260
Ametek
AME
$58B
| $954K | 0.08% |
14,087
+1,131
| +9% | +$81.1K |
|
261
VeriSign
VRSN
$26.4B
| $952K | 0.08% |
6,417
+786
| +14% | +$118K |
|
262
Nucor
NUE
$61.8B
| $943K | 0.08% |
18,197
+1,584
| +10% | +$93.6K |
|
263
Idexx Laboratories
IDXX
$46.3B
| $935K | 0.08% |
5,024
+541
| +12% | +$111K |
|
264
L3Harris
LHX
$53.4B
| $934K | 0.08% |
6,939
+648
| +10% | +$97.9K |
|
265
Align Technology
ALGN
$12.1B
| $933K | 0.08% |
4,453
+402
| +10% | +$102K |
|
266
NetApp
NTAP
$37.3B
| $933K | 0.08% |
15,636
+1,324
| +9% | +$95.2K |
|
267
KeyCorp
KEY
$24.4B
| $932K | 0.08% |
63,082
+5,244
| +9% | +$92.3K |
|
268
Ameren
AEE
$30.1B
| $929K | 0.08% |
14,246
+1,102
| +8% | +$73.5K |
|
269
Essex Property Trust
ESS
$18.4B
| $929K | 0.08% |
3,787
+352
| +10% | +$88.8K |
|
270
Entergy
ETR
$50B
| $927K | 0.08% |
21,542
+2,542
| +13% | +$108K |
|
|
FITB
271
Fifth Third Bancorp
FITB
$51.7B
| $922K | 0.07% |
39,173
+2,641
| +7% | +$69.5K |
|
272
Global Payments
GPN
$22.4B
| $920K | 0.07% |
8,924
+874
| +11% | +$96.3K |
|
273
Hartford Financial Services
HIG
$39.3B
| $920K | 0.07% |
20,705
+1,924
| +10% | +$86.6K |
|
274
International Paper
IP
$22.1B
| $918K | 0.07% |
24,025
+2,525
| +12% | +$106K |
|
275
Hershey
HSY
$36.7B
| $911K | 0.07% |
8,501
+682
| +9% | +$72.5K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
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.