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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
NLY icon
326
Annaly Capital Management
NLY
$17.4B
$830K 0.06%
20,281
+1,479
+8% +$62K
URI icon
327
United Rentals
URI
$72.4B
$827K 0.06%
5,055
+518
+11% +$80.6K
O icon
328
Realty Income
O
$59.1B
$824K 0.06%
14,951
+2,009
+16% +$111K
COR icon
329
Cencora
COR
$61.2B
$823K 0.06%
8,924
+1,091
+14% +$94.4K
OMC icon
330
Omnicom Group
OMC
$23.4B
$823K 0.06%
12,100
+1,673
+16% +$117K
CTXS
331
DELISTED
Citrix Systems Inc
CTXS
$816K 0.06%
7,343
+891
+14% +$98.6K
KLAC icon
332
KLA
KLAC
$259B
$814K 0.06%
80,050
+11,070
+16% +$121K
EFX icon
333
Equifax
EFX
$21.4B
$808K 0.06%
6,191
+721
+13% +$93.9K
FTNT icon
334
Fortinet
FTNT
$117B
$808K 0.06%
43,785
+605
+1% +$9.25K
NBL
335
DELISTED
Noble Energy, Inc.
NBL
$804K 0.06%
25,781
+3,624
+16% +$116K
WAT icon
336
Waters Corp
WAT
$39.9B
$802K 0.06%
4,119
+471
+13% +$91.2K
TPR icon
337
Tapestry
TPR
$32.8B
$800K 0.06%
15,907
+1,913
+14% +$93.6K
GPC icon
338
Genuine Parts
GPC
$18.7B
$799K 0.06%
8,038
+1,782
+28% +$175K
TIF
339
DELISTED
Tiffany & Co.
TIF
$799K 0.06%
6,194
+778
+14% +$102K
DGX icon
340
Quest Diagnostics
DGX
$26.3B
$798K 0.06%
7,393
+882
+14% +$96.7K
HSY icon
341
Hershey
HSY
$36.6B
$798K 0.06%
7,819
+1,072
+16% +$106K
TTWO icon
342
Take-Two Interactive
TTWO
$46.1B
$798K 0.06%
5,781
+888
+18% +$113K
CBRE icon
343
CBRE Group
CBRE
$42.9B
$795K 0.06%
18,033
+2,405
+15% +$115K
CA
344
DELISTED
CA, Inc.
CA
$794K 0.06%
17,984
-248
-1% -$10.7K
CHD icon
345
Church & Dwight Co
CHD
$24.5B
$792K 0.06%
13,341
+1,622
+14% +$91.8K
ANSS
346
DELISTED
Ansys
ANSS
$786K 0.06%
4,213
+534
+15% +$95.6K
MAS icon
347
Masco
MAS
$15.3B
$784K 0.06%
21,416
+1,624
+8% +$62.5K
DRI icon
348
Darden Restaurants
DRI
$24.4B
$783K 0.06%
7,046
+723
+11% +$81.4K
MTD icon
349
Mettler-Toledo International
MTD
$28.6B
$783K 0.06%
1,285
+168
+15% +$98.8K
MGM icon
350
MGM Resorts International
MGM
$11.2B
$781K 0.06%
27,972
+3,979
+17% +$115K
12 13
14
15 16

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
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NMO
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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.