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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 | |
|---|---|---|---|---|---|---|
326
Eastman Chemical
EMN
$8.39B
| $683K | 0.06% |
6,835
+1,897
| +38% | +$200K |
|
|
SPLK
327
DELISTED
Splunk Inc
SPLK
| $679K | 0.06% |
6,847
+2,082
| +44% | +$226K |
|
328
Darden Restaurants
DRI
$23.8B
| $677K | 0.06% |
6,323
+1,733
| +38% | +$159K |
|
|
CTXS
329
DELISTED
Citrix Systems Inc
CTXS
| $676K | 0.06% |
6,452
+1,818
| +39% | +$187K |
|
330
Realty Income
O
$58.5B
| $675K | 0.06% |
12,942
+4,129
| +47% | +$209K |
|
331
Lennar Class A
LEN
$21.2B
| $673K | 0.06% |
13,243
+5,378
| +68% | +$282K |
|
332
SiriusXM
SIRI
$10.3B
| $673K | 0.06% |
9,946
+1,909
| +24% | +$129K |
|
333
Lincoln National
LNC
$8.98B
| $670K | 0.06% |
10,758
+3,089
| +40% | +$211K |
|
334
United Rentals
URI
$72.3B
| $670K | 0.06% |
4,537
+1,267
| +39% | +$207K |
|
335
Synopsys
SNPS
$76.7B
| $669K | 0.06% |
7,822
+2,400
| +44% | +$209K |
|
336
Cencora
COR
$61.7B
| $668K | 0.06% |
7,833
+2,421
| +45% | +$213K |
|
337
Expedia Group
EXPE
$38.4B
| $666K | 0.06% |
5,538
+1,689
| +44% | +$195K |
|
338
Cheniere Energy
LNG
$53.4B
| $665K | 0.06% |
10,200
+2,855
| +39% | +$176K |
|
|
WRK
339
DELISTED
WestRock Company
WRK
| $663K | 0.06% |
11,632
+3,453
| +42% | +$212K |
|
340
Evergy
EVRG
$19.1B
| $660K | 0.06% |
+11,753
| New | +$630K |
|
341
Tapestry
TPR
$32.2B
| $654K | 0.06% |
13,994
+4,206
| +43% | +$202K |
|
342
CenterPoint Energy
CNP
$26.8B
| $652K | 0.06% |
23,532
+5,887
| +33% | +$154K |
|
|
FRC
343
DELISTED
First Republic Bank
FRC
| $650K | 0.06% |
6,716
+2,185
| +48% | +$211K |
|
|
CA
344
DELISTED
CA, Inc.
CA
| $650K | 0.06% |
18,232
+2,893
| +19% | +$102K |
|
345
EQT Corp
EQT
$32B
| $649K | 0.06% |
21,609
+8,500
| +65% | +$237K |
|
346
Entergy
ETR
$49.9B
| $649K | 0.06% |
16,072
+5,594
| +53% | +$221K |
|
347
Mettler-Toledo International
MTD
$28.5B
| $646K | 0.06% |
1,117
+515
| +86% | +$294K |
|
348
Kohl's
KSS
$2.23B
| $645K | 0.06% |
8,847
+2,289
| +35% | +$153K |
|
|
SIVB
349
DELISTED
SVB Financial Group
SIVB
| $645K | 0.06% |
2,232
+1,089
| +95% | +$320K |
|
350
CarMax
KMX
$8.04B
| $644K | 0.06% |
8,844
+2,546
| +40% | +$170K |
|
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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.