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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
+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
KO icon
26
Coca-Cola
KO
$372B
$9.85M 0.75%
213,344
+29,916
+16% +$1.37M
C icon
27
Citigroup
C
$230B
$9.66M 0.73%
134,686
+18,312
+16% +$1.29M
DIS icon
28
Walt Disney
DIS
$170B
$9.18M 0.7%
78,476
+10,389
+15% +$1.16M
CMCSA icon
29
Comcast
CMCSA
$88.5B
$8.6M 0.65%
242,734
+32,415
+15% +$1.15M
NFLX icon
30
Netflix
NFLX
$306B
$8.59M 0.65%
229,630
+33,260
+17% +$1.21M
NVDA icon
31
NVIDIA
NVDA
$5.13T
$8.55M 0.65%
1,216,800
+174,360
+17% +$1.13M
PEP icon
32
PepsiCo
PEP
$190B
$8.36M 0.63%
74,789
+10,543
+16% +$1.19M
ORCL icon
33
Oracle
ORCL
$420B
$8.34M 0.63%
161,662
+20,970
+15% +$1.02M
DD icon
34
DuPont de Nemours
DD
$19.3B
$7.88M 0.6%
48,385
+6,674
+16% +$1.15M
ABBV icon
35
AbbVie
ABBV
$431B
$7.58M 0.58%
80,109
+10,325
+15% +$979K
IBM icon
36
IBM
IBM
$222B
$7.33M 0.56%
50,671
+7,094
+16% +$991K
WMT icon
37
Walmart Inc
WMT
$888B
$7.31M 0.56%
233,646
+32,493
+16% +$994K
AMGN icon
38
Amgen
AMGN
$210B
$7.24M 0.55%
34,917
+4,451
+15% +$877K
ADBE icon
39
Adobe
ADBE
$102B
$7.02M 0.53%
25,997
+3,776
+17% +$974K
MCD icon
40
McDonald's
MCD
$191B
$6.94M 0.53%
41,467
+5,497
+15% +$881K
ABT icon
41
Abbott
ABT
$182B
$6.79M 0.52%
92,541
+13,614
+17% +$894K
UNP icon
42
Union Pacific
UNP
$176B
$6.67M 0.51%
40,936
+5,369
+15% +$808K
MMM icon
43
3M
MMM
$93.6B
$6.61M 0.5%
37,499
+5,249
+16% +$904K
HON icon
44
Honeywell
HON
$78.9B
$6.56M 0.5%
43,642
+6,026
+16% +$854K
CRM icon
45
Salesforce
CRM
$156B
$5.92M 0.45%
37,194
+6,214
+20% +$922K
NKE icon
46
Nike
NKE
$61.6B
$5.74M 0.44%
67,767
+8,990
+15% +$722K
RTX icon
47
RTX Corp
RTX
$294B
$5.6M 0.42%
63,612
+9,098
+17% +$764K
TXN icon
48
Texas Instruments
TXN
$259B
$5.53M 0.42%
51,549
+7,109
+16% +$791K
LLY icon
49
Eli Lilly
LLY
$995B
$5.53M 0.42%
51,489
+6,960
+16% +$696K
COST icon
50
Costco
COST
$420B
$5.43M 0.41%
23,105
+3,286
+17% +$740K
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
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
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Mawer Investment Management
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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.