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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
+0.05%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$695M
AUM Growth
+$61.6M
Cap. Flow
+$70.6M
Cap. Flow %
10.16%
Top 10 Hldgs %
20.06%
Holding
527
New
26
Increased
449
Reduced
9
Closed
3

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.61M
2
MSFT icon
Microsoft
MSFT
+$2.11M
3
AMZN icon
Amazon
AMZN
+$1.88M
4
META icon
Meta Platforms (Facebook)
META
+$1.41M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.14M

Top Sells

Rank Stock Value
1
QVCGA
QVC Group Inc Series A
QVCGA
+$369K
2
MRVL icon
Marvell Technology
MRVL
+$237K
3
WBC
WABCO HOLDINGS INC.
WBC
+$213K
4
BRX icon
Brixmor Property Group
BRX
+$195K
5
WU icon
Western Union
WU
+$58.7K

Sector Composition

Rank Sector Weight
1 Technology 17.65%
2 Financials 17.08%
3 Healthcare 13.26%
4 Communication Services 10.33%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NWSA icon
326
News Corp Class A
NWSA
$15.4B
$473K 0.07%
29,906
-888
-3% -$14.6K
CHD icon
327
Church & Dwight Co
CHD
$24.5B
$472K 0.07%
9,378
+1,772
+23% +$87.3K
RMD icon
328
ResMed
RMD
$30.7B
$472K 0.07%
4,795
+369
+8% +$34.9K
HSY icon
329
Hershey
HSY
$36.6B
$471K 0.07%
4,761
+351
+8% +$36.3K
CE icon
330
Celanese
CE
$4.82B
$469K 0.07%
4,683
+184
+4% +$19.4K
SPLK
331
DELISTED
Splunk Inc
SPLK
$469K 0.07%
4,765
+250
+6% +$23.9K
ALLY icon
332
Ally Financial
ALLY
$13.3B
$468K 0.07%
17,244
– –
COR icon
333
Cencora
COR
$61.2B
$467K 0.07%
5,412
+505
+10% +$48.5K
WYNN icon
334
Wynn Resorts
WYNN
$10.6B
$467K 0.07%
2,563
+117
+5% +$20.2K
DGX icon
335
Quest Diagnostics
DGX
$26.3B
$462K 0.07%
4,611
+273
+6% +$28K
AEE icon
336
Ameren
AEE
$30.1B
$460K 0.07%
8,129
+223
+3% +$12.3K
GWW icon
337
W.W. Grainger
GWW
$60.2B
$460K 0.07%
1,629
+103
+7% +$27K
INCY icon
338
Incyte
INCY
$24.4B
$456K 0.07%
5,474
+618
+13% +$55.7K
NBL
339
DELISTED
Noble Energy, Inc.
NBL
$454K 0.07%
14,998
+1,012
+7% +$30.5K
APA icon
340
APA Corp
APA
$13.2B
$453K 0.07%
11,777
+942
+9% +$37.9K
BF.B icon
341
Brown-Forman Class B
BF.B
$13.1B
$452K 0.07%
8,316
-893
-10% -$42.3K
HES
342
DELISTED
Hess
HES
$452K 0.07%
8,932
+713
+9% +$34.9K
SNPS icon
343
Synopsys
SNPS
$79.7B
$451K 0.06%
5,422
+327
+6% +$28.7K
MRO
344
DELISTED
Marathon Oil Corporation
MRO
$451K 0.06%
27,950
+1,022
+4% +$17K
LEN icon
345
Lennar Class A
LEN
$21.2B
$449K 0.06%
7,865
+2,491
+46% +$150K
TFCF
346
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
$449K 0.06%
12,352
+309
+3% +$11.3K
TAP icon
347
Molson Coors Class B
TAP
$8.09B
$445K 0.06%
5,905
+438
+8% +$35K
CTAS icon
348
Cintas
CTAS
$81.3B
$442K 0.06%
10,372
+488
+5% +$20.2K
O icon
349
Realty Income
O
$59.1B
$442K 0.06%
8,813
+810
+10% +$40.4K
L icon
350
Loews
L
$23.6B
$437K 0.06%
8,783
– –
12 13
14
15 16

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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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GF
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Verition Fund Management
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NMO
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IFM Investors's Q1 2018 Portfolio in Review

As of Q1 2018, IFM Investors held 527 positions worth $695M, up 9.7% from $633M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

IFM Investors deployed $70.6M of net new capital in Q1 2018, opening 26 new positions and adding to 449 existing holdings. Its largest new stake was Spirit AeroSystems: 3,726 shares worth $312K.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Marvell Technology, an estimated $237K trimmed.

  • IFM Investors's largest Q1 2018 buy was Spirit AeroSystems: 3,726 shares worth $312K.
  • IFM Investors added most to Apple in Q1 2018, an estimated $2.61M increase.
  • IFM Investors's biggest Q1 2018 reduction was Marvell Technology, cutting an estimated $237K.
  • IFM Investors fully exited QVC Group Inc Series A in Q1 2018, selling an estimated $369K.
  • IFM Investors's ten largest holdings make up 20% of its $695M portfolio in Q1 2018.
  • IFM Investors opened 26 new positions and closed 3 in Q1 2018.
  • IFM Investors's portfolio value rose 9.7% quarter-over-quarter to $695M.

Based on IFM Investors's 13F filing for Q1 2018, filed 11 May 2018.