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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
+4.34%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.06B
AUM Growth
+$364M
(+52%)
Cap. Flow
+$338M
Cap. Flow
% of AUM
31.95%
Top 10 Holdings %
Top 10 Hldgs %
20.63%
Holding
587
New
63
Increased
518
Reduced
1
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$12.7M |
| 2 |
Microsoft
MSFT
|
+$9.99M |
| 3 |
Amazon
AMZN
|
+$9.36M |
| 4 |
Meta Platforms (Facebook)
META
|
+$6.19M |
| 5 |
JPMorgan Chase
JPM
|
+$5.19M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TWX
Time Warner Inc
TWX
|
+$2.29M |
| 2 |
MON
Monsanto Co
MON
|
+$1.61M |
| 3 |
Keurig Dr Pepper
KDP
|
+$681K |
| 4 |
Travel + Leisure Co
TNL
|
+$391K |
| 5 |
DigitalBridge
DBRG
|
+$255K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.3% |
| 2 | Financials | 16% |
| 3 | Healthcare | 13.21% |
| 4 | Communication Services | 10.66% |
| 5 | Consumer Discretionary | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
C.H. Robinson
CHRW
$17.4B
| $502K | 0.05% |
5,999
+2,323
| +63% | +$207K |
|
427
Targa Resources
TRGP
$57.1B
| $502K | 0.05% |
10,147
+3,215
| +46% | +$153K |
|
428
Iron Mountain
IRM
$36.7B
| $496K | 0.05% |
14,156
+3,623
| +34% | +$122K |
|
429
Invesco
IVZ
$14B
| $494K | 0.05% |
18,604
+5,932
| +47% | +$171K |
|
|
LLL
430
DELISTED
L3 Technologies, Inc.
LLL
| $493K | 0.05% |
2,564
+1,137
| +80% | +$227K |
|
431
CF Industries
CF
$17.8B
| $491K | 0.05% |
11,050
+3,296
| +43% | +$134K |
|
432
LKQ Corp
LKQ
$6.2B
| $491K | 0.05% |
15,389
+5,499
| +56% | +$183K |
|
433
Packaging Corp of America
PKG
$22.5B
| $491K | 0.05% |
4,390
+1,219
| +38% | +$142K |
|
434
Whirlpool
WHR
$2.86B
| $490K | 0.05% |
3,349
+952
| +40% | +$145K |
|
|
VAR
435
DELISTED
Varian Medical Systems, Inc.
VAR
| $490K | 0.05% |
4,313
+1,249
| +41% | +$149K |
|
436
DaVita
DVA
$11.5B
| $489K | 0.05% |
7,043
+1,907
| +37% | +$127K |
|
437
Qorvo
QRVO
$8.46B
| $489K | 0.05% |
6,095
+1,767
| +41% | +$137K |
|
438
NVR
NVR
$16.9B
| $487K | 0.05% |
164
+50
| +44% | +$153K |
|
439
Jefferies Financial Group
JEF
$13B
| $485K | 0.05% |
23,841
+4,874
| +26% | +$102K |
|
440
Hasbro
HAS
$12.9B
| $484K | 0.05% |
5,242
+1,767
| +51% | +$155K |
|
441
Hormel Foods
HRL
$13.8B
| $484K | 0.05% |
13,008
+3,952
| +44% | +$142K |
|
442
Kimco Realty
KIM
$16.5B
| $484K | 0.05% |
28,507
+9,640
| +51% | +$146K |
|
443
XPO
XPO
$23.2B
| $484K | 0.05% |
+13,983
| New | +$507K |
|
444
International Flavors & Fragrances
IFF
$21.5B
| $482K | 0.05% |
3,887
+1,116
| +40% | +$146K |
|
445
The Mosaic Company
MOS
$7.41B
| $480K | 0.05% |
17,112
+5,722
| +50% | +$155K |
|
|
VIAB
446
DELISTED
Viacom Inc. Class B
VIAB
| $473K | 0.04% |
15,669
+4,877
| +45% | +$143K |
|
|
JNPR
447
DELISTED
Juniper Networks
JNPR
| $468K | 0.04% |
17,064
+3,918
| +30% | +$102K |
|
|
VMW
448
DELISTED
VMware, Inc
VMW
| $468K | 0.04% |
+3,186
| New | +$439K |
|
449
BorgWarner
BWA
$13.7B
| $467K | 0.04% |
12,293
+3,606
| +42% | +$159K |
|
450
Mohawk Industries
MHK
$9B
| $466K | 0.04% |
2,176
+980
| +82% | +$215K |
|
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IA
AT
UM
FCAS
RFC
GF
IFM Investors's Q2 2018 Portfolio in Review
As of Q2 2018, IFM Investors held 587 positions worth $1.06B, up 52% from $695M the previous quarter. Its ten largest holdings account for 21% of the portfolio.
IFM Investors deployed $338M of net new capital in Q2 2018, opening 63 new positions and adding to 518 existing holdings. Its largest new stake was Broadcom: 185,640 shares worth $4.5M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was People's United Financial Inc, an estimated $20.3K trimmed.
- IFM Investors's largest Q2 2018 buy was Broadcom: 185,640 shares worth $4.5M.
- IFM Investors added most to Apple in Q2 2018, an estimated $12.7M increase.
- IFM Investors's biggest Q2 2018 reduction was People's United Financial Inc, cutting an estimated $20.3K.
- IFM Investors fully exited Time Warner Inc in Q2 2018, selling an estimated $2.29M.
- IFM Investors's ten largest holdings make up 21% of its $1.06B portfolio in Q2 2018.
- IFM Investors opened 63 new positions and closed 5 in Q2 2018.
- IFM Investors's portfolio value rose 52% quarter-over-quarter to $1.06B.
Based on IFM Investors's 13F filing for Q2 2018, filed 9 Jul 2018.