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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
+0.05%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$695M
AUM Growth
+$61.6M
(+9.7%)
Cap. Flow
+$70.6M
Cap. Flow
% of AUM
10.16%
Top 10 Holdings %
Top 10 Hldgs %
20.06%
Holding
527
New
26
Increased
449
Reduced
9
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$2.61M |
| 2 |
Microsoft
MSFT
|
+$2.11M |
| 3 |
Amazon
AMZN
|
+$1.88M |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.41M |
| 5 |
Johnson & Johnson
JNJ
|
+$1.14M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
QVCGA
QVC Group Inc Series A
QVCGA
|
+$369K |
| 2 |
Marvell Technology
MRVL
|
+$237K |
| 3 |
WBC
WABCO HOLDINGS INC.
WBC
|
+$213K |
| 4 |
Brixmor Property Group
BRX
|
+$195K |
| 5 |
Western Union
WU
|
+$58.7K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.65% |
| 2 | Financials | 17.08% |
| 3 | Healthcare | 13.26% |
| 4 | Communication Services | 10.33% |
| 5 | Consumer Discretionary | 10.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Travel + Leisure Co
TNL
$4.7B
| $391K | 0.06% |
7,562
| – | – |
|
377
CarMax
KMX
$8.26B
| $390K | 0.06% |
6,298
+384
| +6% | +$25.1K |
|
|
ANSS
378
DELISTED
Ansys
ANSS
| $389K | 0.06% |
2,480
+201
| +9% | +$32.1K |
|
379
Teleflex
TFX
$5.98B
| $389K | 0.06% |
1,527
+129
| +9% | +$33.9K |
|
380
UDR
UDR
$12.3B
| $389K | 0.06% |
10,924
+425
| +4% | +$15K |
|
|
TIF
381
DELISTED
Tiffany & Co.
TIF
| $389K | 0.06% |
3,984
+339
| +9% | +$35K |
|
382
CMS Energy
CMS
$22.3B
| $388K | 0.06% |
8,570
+142
| +2% | +$6.23K |
|
383
Globe Life
GL
$14.3B
| $388K | 0.06% |
4,612
+1,085
| +31% | +$94.9K |
|
384
Gartner
IT
$11.7B
| $388K | 0.06% |
3,297
+184
| +6% | +$23K |
|
385
AES
AES
$10.5B
| $387K | 0.06% |
34,023
+1,368
| +4% | +$14.9K |
|
386
CDW
CDW
$17B
| $386K | 0.06% |
5,494
+279
| +5% | +$20.4K |
|
387
Jefferies Financial Group
JEF
$13.1B
| $386K | 0.06% |
18,967
+1,225
| +7% | +$27.8K |
|
|
GGP
388
DELISTED
GGP Inc.
GGP
| $385K | 0.06% |
18,820
+1,879
| +11% | +$41.6K |
|
389
BorgWarner
BWA
$13.9B
| $384K | 0.06% |
8,687
+544
| +7% | +$25.3K |
|
390
Unum
UNM
$14.3B
| $384K | 0.06% |
8,061
| – | – |
|
391
NiSource
NI
$20.4B
| $382K | 0.06% |
15,957
+331
| +2% | +$7.84K |
|
392
FMC
FMC
$1.33B
| $381K | 0.05% |
5,733
+173
| +3% | +$12.9K |
|
393
Ulta Beauty
ULTA
$24.3B
| $381K | 0.05% |
1,866
+180
| +11% | +$39K |
|
394
Huntington Ingalls Industries
HII
$12.8B
| $379K | 0.05% |
1,472
+62
| +4% | +$15.4K |
|
395
International Flavors & Fragrances
IFF
$21.9B
| $379K | 0.05% |
2,771
+177
| +7% | +$25.6K |
|
396
Everest Group
EG
$14.4B
| $378K | 0.05% |
1,470
+108
| +8% | +$25.9K |
|
397
Avery Dennison
AVY
$13.4B
| $377K | 0.05% |
3,546
| – | – |
|
|
VAR
398
DELISTED
Varian Medical Systems, Inc.
VAR
| $376K | 0.05% |
3,064
+585
| +24% | +$69.7K |
|
399
Arista Networks
ANET
$238B
| $375K | 0.05% |
23,488
+2,016
| +9% | +$34K |
|
400
Franklin Resources
BEN
$17.2B
| $375K | 0.05% |
10,806
+258
| +2% | +$10.5K |
|
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IA
AT
UM
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GF
NMO
IFM Investors's Q1 2018 Portfolio in Review
As of Q1 2018, IFM Investors held 527 positions worth $695M, up 9.7% from $633M the previous quarter. Its ten largest holdings account for 20% of the portfolio.
IFM Investors deployed $70.6M of net new capital in Q1 2018, opening 26 new positions and adding to 449 existing holdings. Its largest new stake was Spirit AeroSystems: 3,726 shares worth $312K.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Marvell Technology, an estimated $237K trimmed.
- IFM Investors's largest Q1 2018 buy was Spirit AeroSystems: 3,726 shares worth $312K.
- IFM Investors added most to Apple in Q1 2018, an estimated $2.61M increase.
- IFM Investors's biggest Q1 2018 reduction was Marvell Technology, cutting an estimated $237K.
- IFM Investors fully exited QVC Group Inc Series A in Q1 2018, selling an estimated $369K.
- IFM Investors's ten largest holdings make up 20% of its $695M portfolio in Q1 2018.
- IFM Investors opened 26 new positions and closed 3 in Q1 2018.
- IFM Investors's portfolio value rose 9.7% quarter-over-quarter to $695M.
Based on IFM Investors's 13F filing for Q1 2018, filed 11 May 2018.