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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
(+26%)
Cap. Flow
+$151M
Cap. Flow
% of AUM
9.67%
Top 10 Holdings %
Top 10 Hldgs %
20.63%
Holding
597
New
9
Increased
468
Reduced
24
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$5.47M |
| 2 |
Amazon
AMZN
|
+$4.88M |
| 3 |
Apple
AAPL
|
+$4.79M |
| 4 |
Walt Disney
DIS
|
+$3.45M |
| 5 |
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 |
PG&E
PCG
|
+$713K |
| 4 |
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 | |
|---|---|---|---|---|---|---|
451
The Mosaic Company
MOS
$7.33B
| $602K | 0.04% |
22,057
| – | – |
|
452
Delta Air Lines
DAL
$60.1B
| $599K | 0.04% |
11,594
+500
| +5% | +$24.8K |
|
453
Kimco Realty
KIM
$16.4B
| $598K | 0.04% |
32,327
+3,499
| +12% | +$60.1K |
|
454
Jack Henry & Associates
JKHY
$11.1B
| $591K | 0.04% |
4,259
+260
| +7% | +$34.4K |
|
455
Western Union
WU
$2.21B
| $591K | 0.04% |
32,024
+1,883
| +6% | +$33.9K |
|
456
Globe Life
GL
$14.3B
| $590K | 0.04% |
7,203
| – | – |
|
457
JB Hunt Transport Services
JBHT
$25.2B
| $589K | 0.04% |
5,814
+1,437
| +33% | +$149K |
|
458
Targa Resources
TRGP
$55.1B
| $589K | 0.04% |
14,173
+1,312
| +10% | +$55K |
|
459
PVH
PVH
$4.04B
| $587K | 0.04% |
4,811
| – | – |
|
460
BorgWarner
BWA
$13.9B
| $586K | 0.04% |
17,319
+2,481
| +17% | +$85.8K |
|
461
Henry Schein
HSIC
$9.82B
| $581K | 0.04% |
9,667
-1,726
| -15% | -$104K |
|
462
CF Industries
CF
$17.3B
| $575K | 0.04% |
14,073
| – | – |
|
|
DATA
463
DELISTED
Tableau Software, Inc.
DATA
| $572K | 0.04% |
+4,491
| New | +$567K |
|
464
Old Dominion Freight Line
ODFL
$44.9B
| $571K | 0.04% |
11,868
+1,920
| +19% | +$89.7K |
|
465
United Rentals
URI
$72.4B
| $570K | 0.04% |
4,988
-175
| -3% | -$21.6K |
|
466
Qorvo
QRVO
$8.74B
| $569K | 0.04% |
7,932
| – | – |
|
467
Huntington Ingalls Industries
HII
$12.8B
| $568K | 0.04% |
2,741
+253
| +10% | +$51.9K |
|
468
Live Nation Entertainment
LYV
$42.1B
| $564K | 0.04% |
8,877
+993
| +13% | +$56.3K |
|
|
LSXMK
469
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $564K | 0.04% |
19,350
-725
| -4% | -$21.9K |
|
470
UGI
UGI
$7.33B
| $560K | 0.04% |
10,110
+1,725
| +21% | +$94.4K |
|
471
Albemarle
ALB
$15.5B
| $558K | 0.04% |
6,802
| – | – |
|
472
Everest Group
EG
$14.4B
| $558K | 0.04% |
2,584
| – | – |
|
473
PTC
PTC
$16B
| $556K | 0.04% |
6,031
| – | – |
|
474
F5
FFIV
$22.7B
| $554K | 0.04% |
3,529
+201
| +6% | +$32.3K |
|
475
Alnylam Pharmaceuticals
ALNY
$29.3B
| $544K | 0.03% |
5,823
+660
| +13% | +$55.2K |
|
Similar funds
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UM
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GF
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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.