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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
Cap. Flow
+$338M
Cap. Flow %
31.95%
Top 10 Hldgs %
20.63%
Holding
587
New
63
Increased
518
Reduced
1
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$12.7M
2
MSFT icon
Microsoft
MSFT
+$9.99M
3
AMZN icon
Amazon
AMZN
+$9.36M
4
META icon
Meta Platforms (Facebook)
META
+$6.19M
5
JPM icon
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
KDP icon
Keurig Dr Pepper
KDP
+$681K
4
TNL icon
Travel + Leisure Co
TNL
+$391K
5
DBRG icon
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
C icon
26
Citigroup
C
$222B
$7.79M 0.74%
116,374
+33,956
+41% +$2.34M
NFLX icon
27
Netflix
NFLX
$299B
$7.69M 0.73%
196,370
+61,870
+46% +$2.11M
MRK icon
28
Merck
MRK
$322B
$7.41M 0.7%
127,943
+38,986
+44% +$2.2M
DIS icon
29
Walt Disney
DIS
$167B
$7.14M 0.67%
68,087
+20,977
+45% +$2.15M
PEP icon
30
PepsiCo
PEP
$190B
$6.99M 0.66%
64,246
+19,950
+45% +$2.06M
DD icon
31
DuPont de Nemours
DD
$18.5B
$6.96M 0.66%
41,711
+13,089
+46% +$2.19M
CMCSA icon
32
Comcast
CMCSA
$85B
$6.9M 0.65%
210,319
+65,164
+45% +$2.12M
ABBV icon
33
AbbVie
ABBV
$443B
$6.46M 0.61%
69,784
+20,071
+40% +$1.96M
ORCL icon
34
Oracle
ORCL
$374B
$6.2M 0.59%
140,692
+43,333
+45% +$2M
NVDA icon
35
NVIDIA
NVDA
$4.86T
$6.17M 0.58%
1,042,440
+288,200
+38% +$1.75M
IBM icon
36
IBM
IBM
$211B
$5.82M 0.55%
43,577
+14,932
+52% +$2.08M
WMT icon
37
Walmart Inc
WMT
$885B
$5.74M 0.54%
201,153
+61,701
+44% +$1.75M
MCD icon
38
McDonald's
MCD
$192B
$5.64M 0.53%
35,970
+11,108
+45% +$1.8M
AMGN icon
39
Amgen
AMGN
$208B
$5.62M 0.53%
30,466
+9,469
+45% +$1.67M
ADBE icon
40
Adobe
ADBE
$99.5B
$5.42M 0.51%
22,221
+6,907
+45% +$1.63M
GE icon
41
GE Aerospace
GE
$374B
$5.36M 0.51%
82,116
+26,094
+47% +$1.74M
MMM icon
42
3M
MMM
$90.9B
$5.3M 0.5%
32,250
+10,081
+45% +$1.72M
UNP icon
43
Union Pacific
UNP
$174B
$5.04M 0.48%
35,567
+10,966
+45% +$1.53M
TXN icon
44
Texas Instruments
TXN
$252B
$4.9M 0.46%
44,440
+13,746
+45% +$1.49M
HON icon
45
Honeywell
HON
$77B
$4.89M 0.46%
37,616
+12,804
+52% +$1.7M
ABT icon
46
Abbott
ABT
$183B
$4.81M 0.45%
78,927
+24,754
+46% +$1.5M
NKE icon
47
Nike
NKE
$61.9B
$4.68M 0.44%
58,777
+17,968
+44% +$1.27M
AVGO icon
48
Broadcom
AVGO
$1.85T
$4.5M 0.43%
+185,640
New +$4.55M
BKNG icon
49
Booking.com
BKNG
$149B
$4.43M 0.42%
54,650
+16,750
+44% +$1.41M
PYPL icon
50
PayPal
PYPL
$48.9B
$4.29M 0.41%
51,573
+16,188
+46% +$1.29M
1
2
3 4 5

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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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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.