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II

IFM Investors Portfolio holdings

AUM $15.1B
1-Year Est. Return 40.57%
This Fund
S&P 500
This Quarter Est. Return
+8.08%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.32B
AUM Growth
+$259M
Cap. Flow
+$181M
Cap. Flow %
13.72%
Top 10 Hldgs %
21.24%
Holding
593
New
11
Increased
572
Reduced
6
Closed
3

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.2M
2
AMZN icon
Amazon
AMZN
+$5.92M
3
MSFT icon
Microsoft
MSFT
+$5.87M
4
META icon
Meta Platforms (Facebook)
META
+$3.29M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.79M

Top Sells

Rank Stock Value
1
ANDV
Andeavor
ANDV
+$886K
2
XL
XL Group Ltd.
XL
+$689K
3
GGP
GGP Inc.
GGP
+$576K
4
NWSA icon
News Corp Class A
NWSA
+$85.4K
5
ROL icon
Rollins
ROL
+$79.6K

Sector Composition

Rank Sector Weight
1 Technology 19.17%
2 Financials 15.61%
3 Healthcare 14.06%
4 Consumer Discretionary 10.62%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VAR
451
DELISTED
Varian Medical Systems, Inc.
VAR
$562K 0.04%
5,017
+704
+16% +$79.6K
PKG icon
452
Packaging Corp of America
PKG
$22.8B
$560K 0.04%
5,105
+715
+16% +$80.6K
NKTR icon
453
Nektar Therapeutics
NKTR
$2.58B
$557K 0.04%
610
+133
+28% +$114K
MHK icon
454
Mohawk Industries
MHK
$9.22B
$556K 0.04%
3,173
+997
+46% +$196K
CBOE icon
455
Cboe Global Markets
CBOE
$29.9B
$554K 0.04%
5,776
+848
+17% +$85.5K
RHI icon
456
Robert Half
RHI
$4.37B
$553K 0.04%
7,853
+1,188
+18% +$87K
SPR
457
DELISTED
Spirit AeroSystems
SPR
$553K 0.04%
6,031
+796
+15% +$70K
BEN icon
458
Franklin Resources
BEN
$17.2B
$550K 0.04%
18,088
+2,309
+15% +$74.4K
CTRA
459
DELISTED
Coterra Energy
CTRA
$544K 0.04%
24,143
+2,713
+13% +$63.3K
BG icon
460
Bunge Global
BG
$20.8B
$543K 0.04%
7,907
+1,262
+19% +$83.3K
MTN icon
461
Vail Resorts
MTN
$5.3B
$543K 0.04%
1,978
+723
+58% +$208K
QRVO icon
462
Qorvo
QRVO
$8.74B
$543K 0.04%
7,060
+965
+16% +$77.3K
LUV icon
463
Southwest Airlines
LUV
$23B
$542K 0.04%
8,674
+888
+11% +$51.9K
QVCGA
464
DELISTED
QVC Group Inc Series A
QVCGA
$538K 0.04%
499
+57
+13% +$59.9K
BWA icon
465
BorgWarner
BWA
$13.9B
$535K 0.04%
14,210
+1,917
+16% +$75.3K
NDAQ icon
466
Nasdaq
NDAQ
$52.9B
$531K 0.04%
18,582
+3,567
+24% +$110K
NWL icon
467
Newell Brands
NWL
$2.56B
$530K 0.04%
26,127
+3,545
+16% +$83.3K
JKHY icon
468
Jack Henry & Associates
JKHY
$11.1B
$525K 0.04%
3,277
+1,179
+56% +$173K
EG icon
469
Everest Group
EG
$14.4B
$524K 0.04%
2,293
+274
+14% +$61.3K
HWM icon
470
Howmet Aerospace
HWM
$112B
$516K 0.04%
30,600
+3,851
+14% +$61.3K
VOYA icon
471
Voya Financial
VOYA
$9.19B
$515K 0.04%
10,359
+1,263
+14% +$62.4K
KIM icon
472
Kimco Realty
KIM
$16.4B
$511K 0.04%
30,520
+2,013
+7% +$33.8K
FLS icon
473
Flowserve
FLS
$10.2B
$510K 0.04%
9,323
+434
+5% +$21K
IVZ icon
474
Invesco
IVZ
$13.9B
$506K 0.04%
22,132
+3,528
+19% +$88.2K
UNM icon
475
Unum
UNM
$14.3B
$504K 0.04%
12,893
+1,326
+11% +$49.5K
17 18
19
20 21

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IA
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AT
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UM
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FCAS
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RFC
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GF
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Verition Fund Management
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NMO
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IFM Investors's Q3 2018 Portfolio in Review

As of Q3 2018, IFM Investors held 593 positions worth $1.32B, up 24% from $1.06B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

IFM Investors deployed $181M of net new capital in Q3 2018, opening 11 new positions and adding to 572 existing holdings. Its largest new stake was Athene Holding Ltd. Class A Common Shares: 6,529 shares worth $337K.

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 News Corp Class A, an estimated $85.4K trimmed.

  • IFM Investors's largest Q3 2018 buy was Athene Holding Ltd. Class A Common Shares: 6,529 shares worth $337K.
  • IFM Investors added most to Apple in Q3 2018, an estimated $6.2M increase.
  • IFM Investors's biggest Q3 2018 reduction was News Corp Class A, cutting an estimated $85.4K.
  • IFM Investors fully exited Andeavor in Q3 2018, selling an estimated $886K.
  • IFM Investors's ten largest holdings make up 21% of its $1.32B portfolio in Q3 2018.
  • IFM Investors opened 11 new positions and closed 3 in Q3 2018.
  • IFM Investors's portfolio value rose 24% quarter-over-quarter to $1.32B.

Based on IFM Investors's 13F filing for Q3 2018, filed 22 Oct 2018.