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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
+8.08%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.32B
AUM Growth
+$259M
Cap. Flow
+$181M
Cap. Flow %
13.72%
Top 10 Hldgs %
21.24%
Holding
593
New
11
Increased
572
Reduced
6
Closed
3

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.2M
2
AMZN icon
Amazon
AMZN
+$5.92M
3
MSFT icon
Microsoft
MSFT
+$5.87M
4
META icon
Meta Platforms (Facebook)
META
+$3.29M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.79M

Top Sells

Rank Stock Value
1
ANDV
Andeavor
ANDV
+$886K
2
XL
XL Group Ltd.
XL
+$689K
3
GGP
GGP Inc.
GGP
+$576K
4
NWSA icon
News Corp Class A
NWSA
+$85.4K
5
ROL icon
Rollins
ROL
+$79.6K

Sector Composition

Rank Sector Weight
1 Technology 19.17%
2 Financials 15.61%
3 Healthcare 14.06%
4 Consumer Discretionary 10.62%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RMD icon
301
ResMed
RMD
$30.7B
$898K 0.07%
7,789
+1,003
+15% +$110K
CAH icon
302
Cardinal Health
CAH
$55.4B
$885K 0.07%
16,389
+1,910
+13% +$97.8K
NOV icon
303
NOV
NOV
$7B
$885K 0.07%
20,553
+2,596
+14% +$116K
SNPS icon
304
Synopsys
SNPS
$79.7B
$878K 0.07%
8,905
+1,083
+14% +$103K
BMRN icon
305
BioMarin Pharmaceuticals
BMRN
$12.3B
$877K 0.07%
9,048
+1,327
+17% +$132K
HST icon
306
Host Hotels & Resorts
HST
$16B
$872K 0.07%
41,305
+5,191
+14% +$110K
ULTA icon
307
Ulta Beauty
ULTA
$24.3B
$868K 0.07%
3,075
+423
+16% +$108K
EVRG icon
308
Evergy
EVRG
$19.2B
$859K 0.07%
15,647
+3,894
+33% +$220K
CMA
309
DELISTED
Comerica
CMA
$854K 0.06%
9,464
+1,318
+16% +$126K
DHI icon
310
D.R. Horton
DHI
$42.3B
$851K 0.06%
20,169
+2,577
+15% +$112K
SWKS icon
311
Skyworks Solutions
SWKS
$10.6B
$850K 0.06%
9,372
+1,018
+12% +$95.3K
CE icon
312
Celanese
CE
$4.82B
$849K 0.06%
7,450
+841
+13% +$96.4K
MXIM
313
DELISTED
Maxim Integrated Products
MXIM
$848K 0.06%
15,040
+1,819
+14% +$110K
ESS icon
314
Essex Property Trust
ESS
$18.5B
$847K 0.06%
3,435
+504
+17% +$121K
LNC icon
315
Lincoln National
LNC
$8.81B
$846K 0.06%
12,504
+1,746
+16% +$115K
EXPE icon
316
Expedia Group
EXPE
$37.3B
$837K 0.06%
6,416
+878
+16% +$114K
MKC icon
317
McCormick & Company Non-Voting
MKC
$14.2B
$837K 0.06%
12,706
+1,794
+16% +$111K
NEM icon
318
Newmont
NEM
$119B
$837K 0.06%
27,709
+4,055
+17% +$137K
IT icon
319
Gartner
IT
$11.7B
$833K 0.06%
5,258
+743
+16% +$108K
AMTD
320
DELISTED
TD Ameritrade Holding Corp
AMTD
$833K 0.06%
15,766
+2,283
+17% +$130K
AWK icon
321
American Water Works
AWK
$26.9B
$832K 0.06%
9,459
+1,025
+12% +$90.2K
VMC icon
322
Vulcan Materials
VMC
$36.9B
$832K 0.06%
7,484
+1,243
+20% +$144K
AEE icon
323
Ameren
AEE
$30.1B
$831K 0.06%
13,144
+1,699
+15% +$107K
LNG icon
324
Cheniere Energy
LNG
$52.9B
$831K 0.06%
11,961
+1,761
+17% +$113K
ETFC
325
DELISTED
E*Trade Financial Corporation
ETFC
$831K 0.06%
15,867
+1,984
+14% +$116K
11 12
13
14 15

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IA
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AT
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UM
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FCAS
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RFC
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IFM Investors's Q3 2018 Portfolio in Review

As of Q3 2018, IFM Investors held 593 positions worth $1.32B, up 24% from $1.06B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

IFM Investors deployed $181M of net new capital in Q3 2018, opening 11 new positions and adding to 572 existing holdings. Its largest new stake was Athene Holding Ltd. Class A Common Shares: 6,529 shares worth $337K.

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 News Corp Class A, an estimated $85.4K trimmed.

  • IFM Investors's largest Q3 2018 buy was Athene Holding Ltd. Class A Common Shares: 6,529 shares worth $337K.
  • IFM Investors added most to Apple in Q3 2018, an estimated $6.2M increase.
  • IFM Investors's biggest Q3 2018 reduction was News Corp Class A, cutting an estimated $85.4K.
  • IFM Investors fully exited Andeavor in Q3 2018, selling an estimated $886K.
  • IFM Investors's ten largest holdings make up 21% of its $1.32B portfolio in Q3 2018.
  • IFM Investors opened 11 new positions and closed 3 in Q3 2018.
  • IFM Investors's portfolio value rose 24% quarter-over-quarter to $1.32B.

Based on IFM Investors's 13F filing for Q3 2018, filed 22 Oct 2018.