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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 | |
|---|---|---|---|---|---|---|
351
J.M. Smucker
SJM
$12.8B
| $913K | 0.06% |
7,837
+918
| +13% | +$95.9K |
|
352
Teleflex
TFX
$5.98B
| $913K | 0.06% |
3,021
+318
| +12% | +$88.6K |
|
|
CTXS
353
DELISTED
Citrix Systems Inc
CTXS
| $909K | 0.06% |
9,125
+1,070
| +13% | +$111K |
|
|
AMTD
354
DELISTED
TD Ameritrade Holding Corp
AMTD
| $909K | 0.06% |
18,188
+995
| +6% | +$53.9K |
|
355
Healthpeak Properties
DOC
$14.8B
| $907K | 0.06% |
28,986
| – | – |
|
|
MRO
356
DELISTED
Marathon Oil Corporation
MRO
| $907K | 0.06% |
54,270
+3,526
| +7% | +$57.6K |
|
357
MGM Resorts International
MGM
$11.2B
| $901K | 0.06% |
35,119
+4,318
| +14% | +$118K |
|
358
Annaly Capital Management
NLY
$17.4B
| $898K | 0.06% |
22,464
+3,312
| +17% | +$135K |
|
359
Arch Capital
ACGL
$33.6B
| $895K | 0.06% |
27,681
+6,046
| +28% | +$184K |
|
360
Brown-Forman Class B
BF.B
$13.1B
| $889K | 0.06% |
16,847
+1,226
| +8% | +$59.5K |
|
|
FDC
361
DELISTED
First Data Corporation
FDC
| $885K | 0.06% |
33,687
+2,268
| +7% | +$53.9K |
|
362
Loews
L
$23.6B
| $884K | 0.06% |
18,443
+1,854
| +11% | +$87.5K |
|
363
Teva Pharmaceuticals
TEVA
$41.2B
| $884K | 0.06% |
56,398
| – | – |
|
364
Marvell Technology
MRVL
$196B
| $881K | 0.06% |
44,289
+5,744
| +15% | +$107K |
|
365
Conagra Brands
CAG
$7.23B
| $877K | 0.06% |
31,601
+4,140
| +15% | +$94.9K |
|
366
GoDaddy
GDDY
$11.5B
| $876K | 0.06% |
11,655
+2,036
| +21% | +$143K |
|
367
TransUnion
TRU
$15.3B
| $861K | 0.06% |
12,888
+1,706
| +15% | +$106K |
|
368
Atmos Energy
ATO
$28.8B
| $860K | 0.06% |
8,356
+3,094
| +59% | +$302K |
|
369
Martin Marietta Materials
MLM
$33B
| $854K | 0.05% |
4,246
+761
| +22% | +$142K |
|
370
CarMax
KMX
$8.26B
| $853K | 0.05% |
12,226
+1,547
| +14% | +$95.3K |
|
371
Mid-America Apartment Communities
MAA
$15.7B
| $851K | 0.05% |
7,780
+1,704
| +28% | +$175K |
|
372
Fortinet
FTNT
$117B
| $849K | 0.05% |
50,550
+5,725
| +13% | +$91.2K |
|
373
Fox Class A
FOXA
$26.9B
| $834K | 0.05% |
+22,720
| New | +$885K |
|
|
CMA
374
DELISTED
Comerica
CMA
| $824K | 0.05% |
11,240
+684
| +6% | +$54.8K |
|
375
Quest Diagnostics
DGX
$26.3B
| $824K | 0.05% |
9,169
+1,257
| +16% | +$109K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
NMO
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.