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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 | |
|---|---|---|---|---|---|---|
301
Darden Restaurants
DRI
$24.4B
| $1.07M | 0.07% |
8,797
+1,335
| +18% | +$146K |
|
302
Keysight
KEYS
$58.3B
| $1.07M | 0.07% |
12,264
+2,229
| +22% | +$173K |
|
303
Omnicom Group
OMC
$23.4B
| $1.06M | 0.07% |
14,522
+1,398
| +11% | +$105K |
|
304
Gartner
IT
$11.7B
| $1.06M | 0.07% |
6,978
+1,266
| +22% | +$176K |
|
305
CDW
CDW
$17B
| $1.06M | 0.07% |
10,965
+1,605
| +17% | +$143K |
|
306
Genuine Parts
GPC
$18.7B
| $1.05M | 0.07% |
9,411
+1,101
| +13% | +$114K |
|
|
PARA
307
DELISTED
Paramount Global Class B
PARA
| $1.05M | 0.07% |
22,149
+2,150
| +11% | +$105K |
|
308
CMS Energy
CMS
$22.3B
| $1.05M | 0.07% |
18,939
+2,511
| +15% | +$132K |
|
309
BioMarin Pharmaceuticals
BMRN
$12.3B
| $1.05M | 0.07% |
11,770
+1,545
| +15% | +$143K |
|
310
Incyte
INCY
$24.4B
| $1.05M | 0.07% |
12,167
+1,747
| +17% | +$142K |
|
311
D.R. Horton
DHI
$42.3B
| $1.04M | 0.07% |
25,264
+3,662
| +17% | +$143K |
|
|
FRC
312
DELISTED
First Republic Bank
FRC
| $1.04M | 0.07% |
10,330
+1,457
| +16% | +$143K |
|
313
Alexandria Real Estate Equities
ARE
$8.56B
| $1.03M | 0.07% |
7,236
+1,068
| +17% | +$141K |
|
|
TSS
314
DELISTED
Total System Services, Inc.
TSS
| $1.03M | 0.07% |
10,850
+461
| +4% | +$41.7K |
|
315
Skyworks Solutions
SWKS
$10.6B
| $1.02M | 0.07% |
12,388
+1,857
| +18% | +$143K |
|
316
Citizens Financial Group
CFG
$30.6B
| $1.02M | 0.07% |
31,337
+3,143
| +11% | +$109K |
|
317
Cheniere Energy
LNG
$52.9B
| $1.02M | 0.07% |
14,874
+2,127
| +17% | +$140K |
|
318
Regions Financial
RF
$26.8B
| $1.01M | 0.07% |
71,702
+3,752
| +6% | +$57.5K |
|
|
K
319
DELISTED
Kellanova
K
| $1.01M | 0.07% |
18,794
+2,761
| +17% | +$147K |
|
320
CenterPoint Energy
CNP
$26.8B
| $1.01M | 0.06% |
32,929
+2,982
| +10% | +$90.2K |
|
321
Cooper Companies
COO
$14.5B
| $1.01M | 0.06% |
13,656
+2,972
| +28% | +$207K |
|
322
Principal Financial Group
PFG
$24.3B
| $1.01M | 0.06% |
20,120
+2,540
| +14% | +$126K |
|
|
HOLX
323
DELISTED
Hologic
HOLX
| $1.01M | 0.06% |
20,857
+3,501
| +20% | +$158K |
|
324
Host Hotels & Resorts
HST
$16B
| $1M | 0.06% |
53,157
+7,744
| +17% | +$143K |
|
325
SS&C Technologies
SSNC
$18.6B
| $999K | 0.06% |
15,680
+3,175
| +25% | +$177K |
|
Similar funds
IA
AT
UM
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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.