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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
-12.59%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.24B
AUM Growth
-$81.3M
Cap. Flow
+$113M
Cap. Flow %
9.1%
Top 10 Hldgs %
20.23%
Holding
602
New
12
Increased
550
Reduced
24
Closed
14

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.12M
2
MSFT icon
Microsoft
MSFT
+$4.04M
3
AMZN icon
Amazon
AMZN
+$3.81M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.94M
5
META icon
Meta Platforms (Facebook)
META
+$1.94M

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$3.48M
2
ESRX
Express Scripts Holding Company
ESRX
+$2.81M
3
PX
Praxair Inc
PX
+$2.43M
4
COL
Rockwell Collins
COL
+$1.21M
5
CA
CA, Inc.
CA
+$794K

Sector Composition

Rank Sector Weight
1 Technology 18.1%
2 Financials 15.34%
3 Healthcare 15.04%
4 Consumer Discretionary 10.43%
5 Communication Services 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NCLH icon
451
Norwegian Cruise Line
NCLH
$8.84B
$501K 0.04%
11,829
+1,110
+10% +$53.8K
PTC icon
452
PTC
PTC
$16B
$500K 0.04%
+6,031
New +$530K
NVR icon
453
NVR
NVR
$17B
$492K 0.04%
202
+10
+5% +$23.6K
VER
454
DELISTED
VEREIT, Inc.
VER
$492K 0.04%
13,772
+536
+4% +$19.9K
OGE icon
455
OGE Energy
OGE
$9.71B
$491K 0.04%
12,523
+1,214
+11% +$46.6K
ATO icon
456
Atmos Energy
ATO
$28.8B
$488K 0.04%
5,262
+1,148
+28% +$110K
LKQ icon
457
LKQ Corp
LKQ
$6.29B
$487K 0.04%
20,530
+2,425
+13% +$65.9K
J icon
458
Jacobs Solutions
J
$17B
$485K 0.04%
10,039
+915
+10% +$52.3K
RHI icon
459
Robert Half
RHI
$4.37B
$484K 0.04%
8,459
+606
+8% +$37.2K
QRVO icon
460
Qorvo
QRVO
$8.74B
$482K 0.04%
7,932
+872
+12% +$58.6K
IEX icon
461
IDEX
IEX
$17.3B
$475K 0.04%
3,761
+863
+30% +$116K
PKG icon
462
Packaging Corp of America
PKG
$22.8B
$474K 0.04%
5,680
+575
+11% +$53.5K
HII icon
463
Huntington Ingalls Industries
HII
$12.8B
$473K 0.04%
2,488
+93
+4% +$20.2K
MTN icon
464
Vail Resorts
MTN
$5.3B
$468K 0.04%
2,221
+243
+12% +$60.1K
Y
465
DELISTED
Alleghany Corp
Y
$467K 0.04%
749
+157
+27% +$96.7K
TRGP icon
466
Targa Resources
TRGP
$55.1B
$463K 0.04%
12,861
+1,270
+11% +$61.5K
AGNC icon
467
AGNC Investment
AGNC
$12.9B
$458K 0.04%
26,123
+4,433
+20% +$79K
LEA icon
468
Lear
LEA
$8.18B
$458K 0.04%
3,729
+816
+28% +$109K
SPR
469
DELISTED
Spirit AeroSystems
SPR
$457K 0.04%
6,344
+313
+5% +$25.4K
REG icon
470
Regency Centers
REG
$14.1B
$456K 0.04%
7,776
+2,097
+37% +$131K
BWA icon
471
BorgWarner
BWA
$13.9B
$454K 0.04%
14,838
+628
+4% +$21.1K
LNT icon
472
Alliant Energy
LNT
$18B
$454K 0.04%
10,752
+2,325
+28% +$102K
HWM icon
473
Howmet Aerospace
HWM
$112B
$448K 0.04%
34,658
+4,058
+13% +$63.4K
PVH icon
474
PVH
PVH
$4.04B
$447K 0.04%
4,811
+515
+12% +$58.9K
UGI icon
475
UGI
UGI
$7.33B
$447K 0.04%
8,385
+1,989
+31% +$111K
17 18
19
20 21

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IA
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AT
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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
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GF
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Verition Fund Management
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NMO
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IFM Investors's Q4 2018 Portfolio in Review

As of Q4 2018, IFM Investors held 602 positions worth $1.24B, down 6.2% from $1.32B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

IFM Investors deployed $113M of net new capital in Q4 2018, opening 12 new positions and adding to 550 existing holdings. Its largest new stake was Wellcare Health Plans, Inc.: 2,789 shares worth $658K.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Crown Holdings, an estimated $50.7K trimmed.

  • IFM Investors's largest Q4 2018 buy was Wellcare Health Plans, Inc.: 2,789 shares worth $658K.
  • IFM Investors added most to Apple in Q4 2018, an estimated $4.12M increase.
  • IFM Investors's biggest Q4 2018 reduction was Crown Holdings, cutting an estimated $50.7K.
  • IFM Investors fully exited Aetna Inc in Q4 2018, selling an estimated $3.48M.
  • IFM Investors's ten largest holdings make up 20% of its $1.24B portfolio in Q4 2018.
  • IFM Investors opened 12 new positions and closed 14 in Q4 2018.
  • IFM Investors's portfolio value fell 6.2% quarter-over-quarter to $1.24B.

Based on IFM Investors's 13F filing for Q4 2018, filed 23 Jan 2019.