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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 | |
|---|---|---|---|---|---|---|
326
W.W. Grainger
GWW
$60.2B
| $998K | 0.06% |
3,318
+488
| +17% | +$145K |
|
327
Expedia Group
EXPE
$37.3B
| $987K | 0.06% |
8,295
+1,236
| +18% | +$150K |
|
328
Labcorp
LH
$25.9B
| $987K | 0.06% |
7,509
+1,195
| +19% | +$147K |
|
329
Gen Digital
GEN
$17.5B
| $986K | 0.06% |
42,907
+6,678
| +18% | +$145K |
|
330
Arthur J. Gallagher & Co
AJG
$63.6B
| $985K | 0.06% |
12,609
+1,258
| +11% | +$96.9K |
|
|
MXIM
331
DELISTED
Maxim Integrated Products
MXIM
| $983K | 0.06% |
18,484
+1,969
| +12% | +$106K |
|
332
Lennar Class A
LEN
$21.2B
| $977K | 0.06% |
20,561
+3,219
| +19% | +$146K |
|
333
Equifax
EFX
$21.4B
| $976K | 0.06% |
8,237
+1,330
| +19% | +$142K |
|
334
Evergy
EVRG
$19.2B
| $975K | 0.06% |
16,800
+992
| +6% | +$56.5K |
|
|
VMW
335
DELISTED
VMware, Inc
VMW
| $975K | 0.06% |
5,404
+1,079
| +25% | +$176K |
|
336
Cardinal Health
CAH
$55.4B
| $974K | 0.06% |
20,227
+2,195
| +12% | +$110K |
|
|
ANSS
337
DELISTED
Ansys
ANSS
| $967K | 0.06% |
5,294
+548
| +12% | +$92.7K |
|
338
Cincinnati Financial
CINF
$27.1B
| $959K | 0.06% |
11,166
+1,737
| +18% | +$143K |
|
339
ResMed
RMD
$30.7B
| $958K | 0.06% |
9,217
+609
| +7% | +$62.9K |
|
340
Extra Space Storage
EXR
$31.6B
| $955K | 0.06% |
9,372
+1,467
| +19% | +$141K |
|
341
Celanese
CE
$4.82B
| $950K | 0.06% |
9,635
+1,456
| +18% | +$143K |
|
342
Dover
DOV
$28.4B
| $948K | 0.06% |
10,102
+1,043
| +12% | +$90.2K |
|
343
Devon Energy
DVN
$47.3B
| $945K | 0.06% |
29,936
| – | – |
|
344
Hormel Foods
HRL
$13.8B
| $945K | 0.06% |
21,115
+4,307
| +26% | +$184K |
|
345
Markel Group
MKL
$23.2B
| $930K | 0.06% |
934
+105
| +13% | +$107K |
|
346
UDR
UDR
$12.3B
| $930K | 0.06% |
20,447
+2,613
| +15% | +$113K |
|
347
APA Corp
APA
$13.3B
| $927K | 0.06% |
26,737
+4,497
| +20% | +$147K |
|
348
Baker Hughes
BKR
$61.1B
| $921K | 0.06% |
33,223
+5,714
| +21% | +$144K |
|
349
Huntington Bancshares
HBAN
$35.5B
| $921K | 0.06% |
72,626
+5,383
| +8% | +$72.3K |
|
350
Western Digital
WDC
$150B
| $915K | 0.06% |
25,177
+2,540
| +11% | +$87K |
|
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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.