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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 | |
|---|---|---|---|---|---|---|
|
ANSS
351
DELISTED
Ansys
ANSS
| $641K | 0.06% |
3,679
+1,199
| +48% | +$200K |
|
352
Conagra Brands
CAG
$7.11B
| $635K | 0.06% |
17,774
+4,193
| +31% | +$156K |
|
353
McCormick & Company Non-Voting
MKC
$14.1B
| $633K | 0.06% |
10,912
+4,024
| +58% | +$211K |
|
354
Extra Space Storage
EXR
$31.6B
| $632K | 0.06% |
6,337
+1,700
| +37% | +$158K |
|
355
Expeditors International
EXPD
$23.2B
| $629K | 0.06% |
8,600
+2,832
| +49% | +$198K |
|
356
Hershey
HSY
$36.8B
| $628K | 0.06% |
6,747
+1,986
| +42% | +$185K |
|
357
Baker Hughes
BKR
$62.3B
| $627K | 0.06% |
18,983
+6,111
| +47% | +$207K |
|
358
CoStar Group
CSGP
$12B
| $624K | 0.06% |
15,130
+7,740
| +105% | +$298K |
|
359
Church & Dwight Co
CHD
$24.5B
| $623K | 0.06% |
11,719
+2,341
| +25% | +$113K |
|
|
LSXMK
360
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $620K | 0.06% |
17,932
+4,531
| +34% | +$151K |
|
361
Ulta Beauty
ULTA
$23.2B
| $619K | 0.06% |
2,652
+786
| +42% | +$190K |
|
362
Advanced Micro Devices
AMD
$798B
| $617K | 0.06% |
41,139
+14,528
| +55% | +$185K |
|
363
Akamai
AKAM
$17.2B
| $615K | 0.06% |
8,398
+2,490
| +42% | +$187K |
|
364
CDW
CDW
$18.1B
| $615K | 0.06% |
7,617
+2,123
| +39% | +$164K |
|
365
Loews
L
$23.7B
| $613K | 0.06% |
12,703
+3,920
| +45% | +$197K |
|
366
TransUnion
TRU
$15.2B
| $612K | 0.06% |
8,546
+3,300
| +63% | +$220K |
|
367
FMC
FMC
$1.32B
| $610K | 0.06% |
7,889
+2,156
| +38% | +$160K |
|
368
Ally Financial
ALLY
$13.4B
| $607K | 0.06% |
23,125
+5,881
| +34% | +$157K |
|
369
lululemon athletica
LULU
$14.2B
| $603K | 0.06% |
4,832
+1,897
| +65% | +$202K |
|
370
Arthur J. Gallagher & Co
AJG
$64.5B
| $602K | 0.06% |
9,221
+2,882
| +45% | +$195K |
|
371
Gartner
IT
$11.7B
| $600K | 0.06% |
4,515
+1,218
| +37% | +$156K |
|
372
Arista Networks
ANET
$242B
| $599K | 0.06% |
37,216
+13,728
| +58% | +$224K |
|
373
CMS Energy
CMS
$22.3B
| $598K | 0.06% |
12,649
+4,079
| +48% | +$184K |
|
374
Martin Marietta Materials
MLM
$32.3B
| $594K | 0.06% |
2,660
+1,202
| +82% | +$256K |
|
375
J.M. Smucker
SJM
$12.7B
| $594K | 0.06% |
5,524
+1,590
| +40% | +$179K |
|
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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.