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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 | |
|---|---|---|---|---|---|---|
|
HOLX
401
DELISTED
Hologic
HOLX
| $375K | 0.05% |
10,049
+916
| +10% | +$37K |
|
402
LKQ Corp
LKQ
$6.29B
| $375K | 0.05% |
9,890
| – | – |
|
403
Diamondback Energy
FANG
$52.7B
| $371K | 0.05% |
2,936
+213
| +8% | +$26.8K |
|
404
SEI Investments
SEIC
$12.6B
| $370K | 0.05% |
4,940
| – | – |
|
405
Capri Holdings
CPRI
$1.74B
| $368K | 0.05% |
5,931
| – | – |
|
406
Healthpeak Properties
DOC
$14.8B
| $368K | 0.05% |
15,840
+1,334
| +9% | +$31K |
|
407
Fortune Brands Innovations
FBIN
$6.06B
| $368K | 0.05% |
7,308
-172
| -2% | -$9.59K |
|
408
Whirlpool
WHR
$2.82B
| $367K | 0.05% |
2,397
+151
| +7% | +$25.2K |
|
409
McCormick & Company Non-Voting
MKC
$14.2B
| $366K | 0.05% |
6,888
+554
| +9% | +$29.1K |
|
410
Expeditors International
EXPD
$23.2B
| $365K | 0.05% |
5,768
+449
| +8% | +$28.9K |
|
|
CTRA
411
DELISTED
Coterra Energy
CTRA
| $359K | 0.05% |
14,991
+1,235
| +9% | +$31.7K |
|
412
Baker Hughes
BKR
$61.1B
| $357K | 0.05% |
12,872
+1,247
| +11% | +$38.1K |
|
413
Packaging Corp of America
PKG
$22.8B
| $357K | 0.05% |
3,171
+159
| +5% | +$19.2K |
|
414
Universal Health Services
UHS
$10.5B
| $357K | 0.05% |
3,017
+287
| +11% | +$34.1K |
|
415
Voya Financial
VOYA
$9.19B
| $355K | 0.05% |
7,037
+667
| +10% | +$34.4K |
|
416
Bunge Global
BG
$20.8B
| $353K | 0.05% |
4,771
+695
| +17% | +$52.5K |
|
417
Vornado Realty Trust
VNO
$7.38B
| $351K | 0.05% |
5,222
+414
| +9% | +$28.7K |
|
418
Albemarle
ALB
$15.5B
| $350K | 0.05% |
3,775
+183
| +5% | +$20.2K |
|
419
Fortinet
FTNT
$117B
| $347K | 0.05% |
32,360
+595
| +2% | +$5.8K |
|
|
PPLI
420
People Inc
PPLI
$3.1B
| $347K | 0.05% |
+12,427
| New | +$327K |
|
421
Raymond James Financial
RJF
$34B
| $347K | 0.05% |
5,819
+459
| +9% | +$28.6K |
|
422
Bread Financial
BFH
$4.38B
| $346K | 0.05% |
2,036
+141
| +7% | +$27.6K |
|
423
Iron Mountain
IRM
$36.1B
| $346K | 0.05% |
10,533
+1,033
| +11% | +$34.8K |
|
424
Mettler-Toledo International
MTD
$28.6B
| $346K | 0.05% |
602
+56
| +10% | +$35.2K |
|
425
C.H. Robinson
CHRW
$17.5B
| $344K | 0.05% |
3,676
+331
| +10% | +$30.5K |
|
Similar funds
IA
AT
UM
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RFC
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.