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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
Cap. Flow
+$151M
Cap. Flow %
9.67%
Top 10 Hldgs %
20.63%
Holding
597
New
9
Increased
468
Reduced
24
Closed
4

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$5.47M
2
AMZN icon
Amazon
AMZN
+$4.88M
3
AAPL icon
Apple
AAPL
+$4.79M
4
DIS icon
Walt Disney
DIS
+$3.45M
5
META icon
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
PCG icon
PG&E
PCG
+$713K
4
DELL icon
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
DIS icon
26
Walt Disney
DIS
$174B
$13M 0.83%
116,842
+30,831
+36% +$3.45M
KO icon
27
Coca-Cola
KO
$373B
$12.3M 0.79%
262,804
+29,005
+12% +$1.36M
CMCSA icon
28
Comcast
CMCSA
$86.8B
$11.8M 0.76%
295,446
+30,033
+11% +$1.13M
PEP icon
29
PepsiCo
PEP
$188B
$11.2M 0.72%
91,186
+9,245
+11% +$1.05M
NFLX icon
30
Netflix
NFLX
$308B
$10.1M 0.65%
284,370
+31,660
+13% +$1.1M
C icon
31
Citigroup
C
$232B
$10M 0.64%
160,699
+13,924
+9% +$865K
MCD icon
32
McDonald's
MCD
$195B
$9.52M 0.61%
50,149
+4,907
+11% +$891K
ORCL icon
33
Oracle
ORCL
$416B
$9.28M 0.6%
172,862
-2,680
-2% -$137K
WMT icon
34
Walmart Inc
WMT
$890B
$9.18M 0.59%
282,273
+26,070
+10% +$845K
ABT icon
35
Abbott
ABT
$181B
$9.03M 0.58%
112,975
+11,438
+11% +$851K
ADBE icon
36
Adobe
ADBE
$102B
$8.47M 0.54%
31,782
+3,306
+12% +$833K
IBM icon
37
IBM
IBM
$222B
$8.33M 0.53%
61,751
+6,371
+12% +$812K
LLY icon
38
Eli Lilly
LLY
$1.02T
$8.2M 0.53%
63,220
+6,996
+12% +$851K
AVGO icon
39
Broadcom
AVGO
$2T
$8.16M 0.52%
271,370
+21,110
+8% +$572K
UNP icon
40
Union Pacific
UNP
$175B
$8.07M 0.52%
48,283
+4,277
+10% +$688K
DD icon
41
DuPont de Nemours
DD
$19.7B
$7.99M 0.51%
59,201
+6,314
+12% +$876K
AMGN icon
42
Amgen
AMGN
$219B
$7.92M 0.51%
41,675
+3,697
+10% +$706K
ABBV icon
43
AbbVie
ABBV
$435B
$7.89M 0.51%
97,925
+10,200
+12% +$834K
CRM icon
44
Salesforce
CRM
$157B
$7.89M 0.51%
49,835
+8,126
+19% +$1.26M
MMM icon
45
3M
MMM
$93.9B
$7.89M 0.51%
45,418
+4,544
+11% +$765K
PYPL icon
46
PayPal
PYPL
$49.9B
$7.55M 0.48%
72,706
+7,500
+12% +$710K
HON icon
47
Honeywell
HON
$78.2B
$7.53M 0.48%
50,294
+4,709
+10% +$658K
TMO icon
48
Thermo Fisher Scientific
TMO
$212B
$7.06M 0.45%
25,809
+2,486
+11% +$619K
NKE icon
49
Nike
NKE
$62B
$7M 0.45%
83,182
+8,967
+12% +$740K
RTX icon
50
RTX Corp
RTX
$296B
$6.87M 0.44%
84,646
+9,480
+13% +$720K
1
2
3 4 5

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FCAS
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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.