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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 | |
|---|---|---|---|---|---|---|
451
Everest Group
EG
$14.2B
| $465K | 0.04% |
2,019
+549
| +37% | +$129K |
|
452
Avery Dennison
AVY
$13.2B
| $463K | 0.04% |
4,538
+992
| +28% | +$105K |
|
453
Bunge Global
BG
$20.9B
| $463K | 0.04% |
6,645
+1,874
| +39% | +$134K |
|
454
SS&C Technologies
SSNC
$18.7B
| $462K | 0.04% |
8,908
+4,368
| +96% | +$221K |
|
455
Steel Dynamics
STLD
$37.5B
| $462K | 0.04% |
10,057
+3,109
| +45% | +$147K |
|
456
Universal Health Services
UHS
$10.3B
| $462K | 0.04% |
4,144
+1,127
| +37% | +$132K |
|
|
PBCT
457
DELISTED
People's United Financial Inc
PBCT
| $461K | 0.04% |
25,458
-1,092
| -4% | -$20.3K |
|
458
Huntington Ingalls Industries
HII
$12.7B
| $457K | 0.04% |
2,107
+635
| +43% | +$147K |
|
459
Nasdaq
NDAQ
$52.9B
| $457K | 0.04% |
15,015
+4,941
| +49% | +$149K |
|
|
QVCGA
460
DELISTED
QVC Group Inc Series A
QVCGA
| $455K | 0.04% |
+442
| New | +$489K |
|
|
XEC
461
DELISTED
CIMAREX ENERGY CO
XEC
| $454K | 0.04% |
4,458
+1,351
| +43% | +$128K |
|
462
Tractor Supply
TSCO
$17.9B
| $451K | 0.04% |
29,480
+9,035
| +44% | +$126K |
|
|
SPR
463
DELISTED
Spirit AeroSystems
SPR
| $450K | 0.04% |
5,235
+1,509
| +40% | +$127K |
|
|
VER
464
DELISTED
VEREIT, Inc.
VER
| $445K | 0.04% |
11,956
+2,492
| +26% | +$87.5K |
|
465
Advance Auto Parts
AAP
$3.49B
| $442K | 0.04% |
3,258
+1,009
| +45% | +$123K |
|
466
Fortune Brands Innovations
FBIN
$6.01B
| $440K | 0.04% |
9,598
+2,290
| +31% | +$111K |
|
467
Norwegian Cruise Line
NCLH
$8.89B
| $438K | 0.04% |
9,263
+3,566
| +63% | +$188K |
|
468
Robert Half
RHI
$4.16B
| $434K | 0.04% |
6,665
+1,892
| +40% | +$120K |
|
469
SEI Investments
SEIC
$12.6B
| $434K | 0.04% |
6,939
+1,999
| +40% | +$133K |
|
470
Aramark
ARMK
$14.8B
| $433K | 0.04% |
16,178
+5,797
| +56% | +$160K |
|
471
Unum
UNM
$14.2B
| $428K | 0.04% |
11,567
+3,506
| +43% | +$146K |
|
472
Voya Financial
VOYA
$9.2B
| $428K | 0.04% |
9,096
+2,059
| +29% | +$107K |
|
|
FDC
473
DELISTED
First Data Corporation
FDC
| $428K | 0.04% |
20,462
+8,136
| +66% | +$151K |
|
474
GoDaddy
GDDY
$11.4B
| $427K | 0.04% |
+6,043
| New | +$411K |
|
475
F5
FFIV
$23.5B
| $421K | 0.04% |
+2,440
| New | +$407K |
|
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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.