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
+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
Cap. Flow
+$70.6M
Cap. Flow %
10.16%
Top 10 Hldgs %
20.06%
Holding
527
New
26
Increased
449
Reduced
9
Closed
3

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.61M
2
MSFT icon
Microsoft
MSFT
+$2.11M
3
AMZN icon
Amazon
AMZN
+$1.88M
4
META icon
Meta Platforms (Facebook)
META
+$1.41M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.14M

Top Sells

Rank Stock Value
1
QVCGA
QVC Group Inc Series A
QVCGA
+$369K
2
MRVL icon
Marvell Technology
MRVL
+$237K
3
WBC
WABCO HOLDINGS INC.
WBC
+$213K
4
BRX icon
Brixmor Property Group
BRX
+$195K
5
WU icon
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
NCLH icon
451
Norwegian Cruise Line
NCLH
$8.84B
$302K 0.04%
5,697
+370
+7% +$21K
VRSN icon
452
VeriSign
VRSN
$26.6B
$301K 0.04%
2,543
– –
M icon
453
Macy's
M
$6.68B
$300K 0.04%
10,090
+928
+10% +$25.1K
DINO icon
454
HF Sinclair
DINO
$14.5B
$299K 0.04%
+6,120
New +$291K
FLG
455
Flagstar Bank National Association
FLG
$5.82B
$299K 0.04%
7,655
– –
LH icon
456
Labcorp
LH
$25.9B
$298K 0.04%
2,142
+391
+22% +$57.4K
TRU icon
457
TransUnion
TRU
$15.3B
$298K 0.04%
+5,246
New +$303K
ARMK icon
458
Aramark
ARMK
$14.7B
$297K 0.04%
10,381
+1,005
+11% +$30.8K
LLL
459
DELISTED
L3 Technologies, Inc.
LLL
$297K 0.04%
1,427
+165
+13% +$34.2K
CBOE icon
460
Cboe Global Markets
CBOE
$29.9B
$294K 0.04%
+2,576
New +$313K
FLS icon
461
Flowserve
FLS
$10.2B
$294K 0.04%
6,794
+190
+3% +$8.27K
CF icon
462
CF Industries
CF
$17.3B
$293K 0.04%
7,754
+489
+7% +$19.9K
HAS icon
463
Hasbro
HAS
$13.2B
$293K 0.04%
3,475
+327
+10% +$30.3K
LUV icon
464
Southwest Airlines
LUV
$23B
$292K 0.04%
5,106
– –
XEC
465
DELISTED
CIMAREX ENERGY CO
XEC
$291K 0.04%
3,107
+204
+7% +$21.7K
NDAQ icon
466
Nasdaq
NDAQ
$52.9B
$290K 0.04%
10,074
+741
+8% +$20K
CMG icon
467
Chipotle Mexican Grill
CMG
$41.5B
$289K 0.04%
44,650
+2,000
+5% +$12.6K
BBWI icon
468
Bath & Body Works
BBWI
$4.1B
$284K 0.04%
9,197
+777
+9% +$29.4K
CPB icon
469
Campbell Soup
CPB
$6.87B
$278K 0.04%
6,422
+231
+4% +$10.4K
MHK icon
470
Mohawk Industries
MHK
$9.22B
$278K 0.04%
1,196
+80
+7% +$20.6K
MOS icon
471
The Mosaic Company
MOS
$7.33B
$277K 0.04%
11,390
– –
RHI icon
472
Robert Half
RHI
$4.37B
$276K 0.04%
4,773
– –
CDK
473
DELISTED
CDK Global, Inc.
CDK
$276K 0.04%
4,363
– –
SIVB
474
DELISTED
SVB Financial Group
SIVB
$274K 0.04%
+1,143
New +$287K
CC icon
475
Chemours
CC
$2.37B
$273K 0.04%
+5,603
New +$280K
17 18
19
20 21

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
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 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.