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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 | |
|---|---|---|---|---|---|---|
276
Lumen
LUMN
$6.27B
| $809K | 0.08% |
43,420
+13,624
| +46% | +$247K |
|
277
APA Corp
APA
$12.3B
| $807K | 0.08% |
17,268
+5,491
| +47% | +$228K |
|
278
Skyworks Solutions
SWKS
$10.1B
| $807K | 0.08% |
8,354
+2,638
| +46% | +$256K |
|
279
TransDigm Group
TDG
$69.4B
| $806K | 0.08% |
2,336
+564
| +32% | +$185K |
|
280
Vulcan Materials
VMC
$37.2B
| $805K | 0.08% |
6,241
+1,827
| +41% | +$225K |
|
281
Workday
WDAY
$42.1B
| $798K | 0.08% |
6,588
+2,010
| +44% | +$257K |
|
282
L3Harris
LHX
$53.3B
| $797K | 0.08% |
5,514
+1,670
| +43% | +$259K |
|
283
Omnicom Group
OMC
$22.4B
| $795K | 0.08% |
10,427
+3,074
| +42% | +$227K |
|
284
Xylem
XYL
$28.5B
| $795K | 0.08% |
11,797
+2,721
| +30% | +$198K |
|
|
XYZ
285
Block Inc
XYZ
$50.1B
| $794K | 0.08% |
12,879
+4,545
| +55% | +$250K |
|
286
Textron
TXT
$15.2B
| $792K | 0.07% |
12,016
+3,596
| +43% | +$232K |
|
287
Dell
DELL
$299B
| $790K | 0.07% |
33,270
+9,735
| +41% | +$215K |
|
288
Clorox
CLX
$12.8B
| $784K | 0.07% |
5,795
+1,636
| +39% | +$202K |
|
|
NBL
289
DELISTED
Noble Energy, Inc.
NBL
| $782K | 0.07% |
22,157
+7,159
| +48% | +$243K |
|
290
NOV
NOV
$6.95B
| $779K | 0.07% |
17,957
+4,934
| +38% | +$200K |
|
|
MXIM
291
DELISTED
Maxim Integrated Products
MXIM
| $776K | 0.07% |
13,221
+3,985
| +43% | +$232K |
|
292
Annaly Capital Management
NLY
$17.1B
| $774K | 0.07% |
18,802
+6,082
| +48% | +$253K |
|
293
Republic Services
RSG
$63.9B
| $767K | 0.07% |
11,218
+3,588
| +47% | +$242K |
|
294
Verisk Analytics
VRSK
$24.6B
| $767K | 0.07% |
7,123
+2,298
| +48% | +$245K |
|
|
ABMD
295
DELISTED
Abiomed Inc
ABMD
| $765K | 0.07% |
+1,869
| New | +$677K |
|
296
FirstEnergy
FE
$27.7B
| $762K | 0.07% |
21,231
+6,447
| +44% | +$221K |
|
297
Host Hotels & Resorts
HST
$17.2B
| $761K | 0.07% |
36,114
+10,406
| +40% | +$213K |
|
298
Global Payments
GPN
$23.9B
| $757K | 0.07% |
6,786
+2,217
| +49% | +$250K |
|
299
Principal Financial Group
PFG
$24.6B
| $753K | 0.07% |
14,222
+4,318
| +44% | +$251K |
|
300
CBRE Group
CBRE
$43.8B
| $746K | 0.07% |
15,628
+4,841
| +45% | +$229K |
|
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IA
AT
UM
FCAS
RFC
GF
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.