We are live on
!
Find out more
II
IFM Investors Portfolio holdings
AUM
$15.1B
1-Year Est. Return
40.57%
This Fund
S&P 500
This Quarter
Est. Return
-12.59%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.24B
AUM Growth
-$81.3M
(-6.2%)
Cap. Flow
+$113M
Cap. Flow
% of AUM
9.1%
Top 10 Holdings %
Top 10 Hldgs %
20.23%
Holding
602
New
12
Increased
550
Reduced
24
Closed
14
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$4.12M |
| 2 |
Microsoft
MSFT
|
+$4.04M |
| 3 |
Amazon
AMZN
|
+$3.81M |
| 4 |
Johnson & Johnson
JNJ
|
+$1.94M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.94M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AET
Aetna Inc
AET
|
+$3.48M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
+$2.81M |
| 3 |
PX
Praxair Inc
PX
|
+$2.43M |
| 4 |
COL
Rockwell Collins
COL
|
+$1.21M |
| 5 |
CA
CA, Inc.
CA
|
+$794K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.1% |
| 2 | Financials | 15.34% |
| 3 | Healthcare | 15.04% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Communication Services | 10.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
AES
AES
$10.5B
| $641K | 0.05% |
44,295
-606
| -1% | -$9.1K |
|
377
Arista Networks
ANET
$238B
| $636K | 0.05% |
48,304
+5,024
| +12% | +$72.2K |
|
378
FMC
FMC
$1.34B
| $636K | 0.05% |
9,908
+912
| +10% | +$63.9K |
|
379
TransUnion
TRU
$15.3B
| $635K | 0.05% |
11,182
+1,262
| +13% | +$80.7K |
|
|
VAR
380
DELISTED
Varian Medical Systems, Inc.
VAR
| $635K | 0.05% |
5,601
+584
| +12% | +$66.8K |
|
381
Akamai
AKAM
$16.2B
| $634K | 0.05% |
10,379
+786
| +8% | +$52.3K |
|
382
Broadridge
BR
$19B
| $634K | 0.05% |
6,590
+861
| +15% | +$93.2K |
|
383
NRG Energy
NRG
$25B
| $634K | 0.05% |
+16,002
| New | +$612K |
|
384
Western Digital
WDC
$151B
| $633K | 0.05% |
22,637
+1,798
| +9% | +$63.7K |
|
385
Cboe Global Markets
CBOE
$29.8B
| $632K | 0.05% |
6,457
+681
| +12% | +$70.9K |
|
386
Eastman Chemical
EMN
$8.47B
| $632K | 0.05% |
8,641
+840
| +11% | +$67K |
|
387
Fortinet
FTNT
$117B
| $631K | 0.05% |
44,825
+1,040
| +2% | +$15.8K |
|
388
GoDaddy
GDDY
$11.5B
| $631K | 0.05% |
9,619
+2,062
| +27% | +$141K |
|
|
KSU
389
DELISTED
Kansas City Southern
KSU
| $630K | 0.05% |
6,598
+541
| +9% | +$54.9K |
|
390
Veeva Systems
VEEV
$37.3B
| $625K | 0.05% |
7,000
+902
| +15% | +$82.4K |
|
391
Marvell Technology
MRVL
$195B
| $624K | 0.05% |
38,545
+4,214
| +12% | +$69.8K |
|
392
W.P. Carey
WPC
$16.4B
| $624K | 0.05% |
+9,756
| New | +$635K |
|
393
Keysight
KEYS
$58.1B
| $623K | 0.05% |
10,035
+1,158
| +13% | +$69.7K |
|
394
Ally Financial
ALLY
$13.3B
| $622K | 0.05% |
27,442
+899
| +3% | +$22.5K |
|
395
Vornado Realty Trust
VNO
$7.38B
| $616K | 0.05% |
9,933
+993
| +11% | +$68K |
|
396
Molson Coors Class B
TAP
$8.1B
| $614K | 0.05% |
10,931
+1,123
| +11% | +$69.1K |
|
|
SIVB
397
DELISTED
SVB Financial Group
SIVB
| $613K | 0.05% |
3,228
+262
| +9% | +$64.1K |
|
398
CF Industries
CF
$17.4B
| $612K | 0.05% |
14,073
+1,497
| +12% | +$70.2K |
|
399
DexCom
DXCM
$32.1B
| $611K | 0.05% |
+20,384
| New | +$647K |
|
400
Tractor Supply
TSCO
$18B
| $610K | 0.05% |
36,560
+1,520
| +4% | +$27.3K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
NMO
IFM Investors's Q4 2018 Portfolio in Review
As of Q4 2018, IFM Investors held 602 positions worth $1.24B, down 6.2% from $1.32B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
IFM Investors deployed $113M of net new capital in Q4 2018, opening 12 new positions and adding to 550 existing holdings. Its largest new stake was Wellcare Health Plans, Inc.: 2,789 shares worth $658K.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Crown Holdings, an estimated $50.7K trimmed.
- IFM Investors's largest Q4 2018 buy was Wellcare Health Plans, Inc.: 2,789 shares worth $658K.
- IFM Investors added most to Apple in Q4 2018, an estimated $4.12M increase.
- IFM Investors's biggest Q4 2018 reduction was Crown Holdings, cutting an estimated $50.7K.
- IFM Investors fully exited Aetna Inc in Q4 2018, selling an estimated $3.48M.
- IFM Investors's ten largest holdings make up 20% of its $1.24B portfolio in Q4 2018.
- IFM Investors opened 12 new positions and closed 14 in Q4 2018.
- IFM Investors's portfolio value fell 6.2% quarter-over-quarter to $1.24B.
Based on IFM Investors's 13F filing for Q4 2018, filed 23 Jan 2019.