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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
(+26%)
Cap. Flow
+$151M
Cap. Flow
% of AUM
9.67%
Top 10 Holdings %
Top 10 Hldgs %
20.63%
Holding
597
New
9
Increased
468
Reduced
24
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$5.47M |
| 2 |
Amazon
AMZN
|
+$4.88M |
| 3 |
Apple
AAPL
|
+$4.79M |
| 4 |
Walt Disney
DIS
|
+$3.45M |
| 5 |
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 |
PG&E
PCG
|
+$713K |
| 4 |
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 | |
|---|---|---|---|---|---|---|
276
Freeport-McMoran
FCX
$97.5B
| $1.19M | 0.08% |
92,552
+12,347
| +15% | +$149K |
|
277
Mettler-Toledo International
MTD
$28.6B
| $1.19M | 0.08% |
1,646
+218
| +15% | +$142K |
|
278
McCormick & Company Non-Voting
MKC
$14.2B
| $1.19M | 0.08% |
15,742
+1,788
| +13% | +$121K |
|
|
HES
279
DELISTED
Hess
HES
| $1.17M | 0.08% |
19,426
+3,373
| +21% | +$186K |
|
280
Nucor
NUE
$62.1B
| $1.17M | 0.08% |
20,028
+1,831
| +10% | +$107K |
|
281
Ameren
AEE
$30.1B
| $1.17M | 0.07% |
15,851
+1,605
| +11% | +$112K |
|
282
Entergy
ETR
$50B
| $1.15M | 0.07% |
24,044
+2,502
| +12% | +$113K |
|
283
Hartford Financial Services
HIG
$39.3B
| $1.15M | 0.07% |
23,054
+2,349
| +11% | +$112K |
|
284
NetApp
NTAP
$37.2B
| $1.15M | 0.07% |
16,532
+896
| +6% | +$57.8K |
|
285
Arista Networks
ANET
$238B
| $1.13M | 0.07% |
57,616
+9,312
| +19% | +$148K |
|
286
CBRE Group
CBRE
$42.9B
| $1.11M | 0.07% |
22,543
+2,557
| +13% | +$120K |
|
287
Veeva Systems
VEEV
$37.4B
| $1.11M | 0.07% |
8,763
+1,763
| +25% | +$199K |
|
|
PPLI
288
People Inc
PPLI
$3.1B
| $1.1M | 0.07% |
29,381
+3,894
| +15% | +$144K |
|
289
lululemon athletica
LULU
$14.6B
| $1.1M | 0.07% |
6,716
+647
| +11% | +$94.5K |
|
290
Vulcan Materials
VMC
$36.9B
| $1.1M | 0.07% |
9,301
+1,342
| +17% | +$145K |
|
291
Synopsys
SNPS
$79.7B
| $1.1M | 0.07% |
9,551
+341
| +4% | +$33.8K |
|
292
Xylem
XYL
$28.1B
| $1.1M | 0.07% |
13,900
+2,300
| +20% | +$168K |
|
293
Hershey
HSY
$36.6B
| $1.09M | 0.07% |
9,532
+1,031
| +12% | +$112K |
|
294
MSCI
MSCI
$40.9B
| $1.09M | 0.07% |
5,509
+539
| +11% | +$93.8K |
|
|
CERN
295
DELISTED
Cerner Corp
CERN
| $1.09M | 0.07% |
19,124
+1,987
| +12% | +$111K |
|
|
FITB
296
Fifth Third Bancorp
FITB
$51.8B
| $1.09M | 0.07% |
43,121
+3,948
| +10% | +$105K |
|
297
CoStar Group
CSGP
$12.3B
| $1.08M | 0.07% |
23,110
+2,240
| +11% | +$92.5K |
|
|
LLL
298
DELISTED
L3 Technologies, Inc.
LLL
| $1.08M | 0.07% |
5,220
+871
| +20% | +$173K |
|
299
KeyCorp
KEY
$24.4B
| $1.08M | 0.07% |
68,327
+5,245
| +8% | +$87.5K |
|
300
Diamondback Energy
FANG
$52.7B
| $1.07M | 0.07% |
10,541
+1,564
| +17% | +$160K |
|
Similar funds
IA
AT
UM
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RFC
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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.