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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
SPR
426
DELISTED
Spirit AeroSystems
SPR
$639K 0.04%
6,983
+639
+10% +$56.4K
IEX icon
427
IDEX
IEX
$17.3B
$636K 0.04%
4,192
+431
+11% +$60.9K
SIRI icon
428
SiriusXM
SIRI
$10.1B
$636K 0.04%
11,223
+686
+7% +$40.9K
BEN icon
429
Franklin Resources
BEN
$17.2B
$635K 0.04%
19,152
– –
AGNC icon
430
AGNC Investment
AGNC
$12.9B
$630K 0.04%
35,014
+8,891
+34% +$159K
AVY icon
431
Avery Dennison
AVY
$13.4B
$630K 0.04%
5,577
– –
IRM icon
432
Iron Mountain
IRM
$36.1B
$630K 0.04%
17,771
– –
HAS icon
433
Hasbro
HAS
$13.2B
$628K 0.04%
7,387
+619
+9% +$53.9K
LKQ icon
434
LKQ Corp
LKQ
$6.29B
$625K 0.04%
22,033
+1,503
+7% +$40.4K
BURL icon
435
Burlington
BURL
$23.2B
$624K 0.04%
3,981
+333
+9% +$53.7K
PKG icon
436
Packaging Corp of America
PKG
$22.8B
$624K 0.04%
6,277
+597
+11% +$56.7K
TTWO icon
437
Take-Two Interactive
TTWO
$46.1B
$621K 0.04%
6,579
– –
WRB icon
438
W.R. Berkley
WRB
$26.6B
$621K 0.04%
24,735
+6,115
+33% +$144K
DELL icon
439
Dell
DELL
$293B
$617K 0.04%
20,734
-20,204
-49% -$533K
CBOE icon
440
Cboe Global Markets
CBOE
$29.9B
$616K 0.04%
6,457
– –
LNT icon
441
Alliant Energy
LNT
$18B
$616K 0.04%
13,072
+2,320
+22% +$104K
DISCK
442
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$615K 0.04%
24,199
-637
-3% -$16.6K
NVR icon
443
NVR
NVR
$17B
$614K 0.04%
222
+20
+10% +$52.6K
VER
444
DELISTED
VEREIT, Inc.
VER
$611K 0.04%
14,597
+825
+6% +$33K
NDAQ icon
445
Nasdaq
NDAQ
$52.9B
$610K 0.04%
20,901
– –
DXCM icon
446
DexCom
DXCM
$32B
$607K 0.04%
20,384
– –
J icon
447
Jacobs Solutions
J
$17B
$607K 0.04%
9,761
-278
-3% -$15.7K
LW icon
448
Lamb Weston
LW
$7.19B
$605K 0.04%
8,075
– –
SNA icon
449
Snap-on
SNA
$21.5B
$604K 0.04%
3,861
+800
+26% +$127K
WAB icon
450
Wabtec
WAB
$49.3B
$604K 0.04%
8,194
+2,653
+48% +$191K
16 17
18
19 20

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IA
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AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.