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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
Cap. Flow
+$151M
Cap. Flow %
9.67%
Top 10 Hldgs %
20.63%
Holding
597
New
9
Increased
468
Reduced
24
Closed
4

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$5.47M
2
AMZN icon
Amazon
AMZN
+$4.88M
3
AAPL icon
Apple
AAPL
+$4.79M
4
DIS icon
Walt Disney
DIS
+$3.45M
5
META icon
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
PCG icon
PG&E
PCG
+$713K
4
DELL icon
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
CPRT icon
376
Copart
CPRT
$27.5B
$823K 0.05%
54,328
+6,380
+13% +$86.7K
EXPD icon
377
Expeditors International
EXPD
$23.2B
$821K 0.05%
10,823
-249
-2% -$18K
MAS icon
378
Masco
MAS
$15.3B
$819K 0.05%
20,840
+648
+3% +$23.1K
TIF
379
DELISTED
Tiffany & Co.
TIF
$812K 0.05%
7,694
+984
+15% +$90.3K
TSCO icon
380
Tractor Supply
TSCO
$18B
$811K 0.05%
41,495
+4,935
+13% +$89.7K
WCG
381
DELISTED
Wellcare Health Plans, Inc.
WCG
$808K 0.05%
2,994
+205
+7% +$53K
KSU
382
DELISTED
Kansas City Southern
KSU
$807K 0.05%
6,957
+359
+5% +$38.8K
WPC icon
383
W.P. Carey
WPC
$16.4B
$804K 0.05%
10,481
+725
+7% +$52.2K
NCLH icon
384
Norwegian Cruise Line
NCLH
$8.84B
$801K 0.05%
14,575
+2,746
+23% +$142K
ETFC
385
DELISTED
E*Trade Financial Corporation
ETFC
$801K 0.05%
17,254
+706
+4% +$33.6K
KSS icon
386
Kohl's
KSS
$2.19B
$797K 0.05%
11,596
+1,392
+14% +$94.4K
TXT icon
387
Textron
TXT
$15.4B
$795K 0.05%
15,700
+1,502
+11% +$77.5K
VAR
388
DELISTED
Varian Medical Systems, Inc.
VAR
$794K 0.05%
5,601
– –
TAP icon
389
Molson Coors Class B
TAP
$8.09B
$791K 0.05%
13,263
+2,332
+21% +$144K
ALLY icon
390
Ally Financial
ALLY
$13.3B
$790K 0.05%
28,733
+1,291
+5% +$33.7K
UHS icon
391
Universal Health Services
UHS
$10.5B
$786K 0.05%
5,877
+720
+14% +$94.8K
COR icon
392
Cencora
COR
$61.2B
$779K 0.05%
9,795
– –
LNC icon
393
Lincoln National
LNC
$8.81B
$779K 0.05%
13,277
-302
-2% -$17.9K
AES icon
394
AES
AES
$10.5B
$778K 0.05%
43,047
-1,248
-3% -$21K
DRE
395
DELISTED
Duke Realty Corp.
DRE
$772K 0.05%
25,254
+2,301
+10% +$67.3K
WYNN icon
396
Wynn Resorts
WYNN
$10.6B
$766K 0.05%
6,418
+823
+15% +$98.4K
AAP icon
397
Advance Auto Parts
AAP
$3.49B
$760K 0.05%
4,459
+361
+9% +$58.3K
ABMD
398
DELISTED
Abiomed Inc
ABMD
$758K 0.05%
2,655
+170
+7% +$56.5K
TRMB icon
399
Trimble
TRMB
$13.9B
$755K 0.05%
18,683
+2,985
+19% +$113K
SIVB
400
DELISTED
SVB Financial Group
SIVB
$749K 0.05%
3,370
+142
+4% +$33.1K
14 15
16
17 18

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IA
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AT
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UM
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FCAS
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RFC
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GF
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Verition Fund Management
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NMO
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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.