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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
+0.05%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$695M
AUM Growth
+$61.6M
(+9.7%)
Cap. Flow
+$70.6M
Cap. Flow
% of AUM
10.16%
Top 10 Holdings %
Top 10 Hldgs %
20.06%
Holding
527
New
26
Increased
449
Reduced
9
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$2.61M |
| 2 |
Microsoft
MSFT
|
+$2.11M |
| 3 |
Amazon
AMZN
|
+$1.88M |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.41M |
| 5 |
Johnson & Johnson
JNJ
|
+$1.14M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
QVCGA
QVC Group Inc Series A
QVCGA
|
+$369K |
| 2 |
Marvell Technology
MRVL
|
+$237K |
| 3 |
WBC
WABCO HOLDINGS INC.
WBC
|
+$213K |
| 4 |
Brixmor Property Group
BRX
|
+$195K |
| 5 |
Western Union
WU
|
+$58.7K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.65% |
| 2 | Financials | 17.08% |
| 3 | Healthcare | 13.26% |
| 4 | Communication Services | 10.33% |
| 5 | Consumer Discretionary | 10.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Goodyear
GT
$1.85B
| $273K | 0.04% |
10,280
+603
| +6% | +$18.6K |
|
477
Kimco Realty
KIM
$16.4B
| $272K | 0.04% |
18,867
+2,156
| +13% | +$33.2K |
|
478
Melco Resorts & Entertainment
MLCO
$2.14B
| $272K | 0.04% |
+9,401
| New | +$263K |
|
|
DISCK
479
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $272K | 0.04% |
13,939
| – | – |
|
480
CoStar Group
CSGP
$12.3B
| $268K | 0.04% |
7,390
| – | – |
|
481
Advance Auto Parts
AAP
$3.49B
| $267K | 0.04% |
2,249
+171
| +8% | +$19.5K |
|
482
Advanced Micro Devices
AMD
$789B
| $267K | 0.04% |
26,611
+2,971
| +13% | +$35.2K |
|
483
Harley-Davidson
HOG
$2.71B
| $267K | 0.04% |
6,225
+420
| +7% | +$20.1K |
|
484
lululemon athletica
LULU
$14.6B
| $262K | 0.04% |
2,935
+131
| +5% | +$10.5K |
|
|
DISH
485
DELISTED
DISH Network Corp.
DISH
| $261K | 0.04% |
6,880
+818
| +13% | +$36K |
|
|
SEE
486
DELISTED
Sealed Air
SEE
| $259K | 0.04% |
6,053
+382
| +7% | +$17.3K |
|
487
Tractor Supply
TSCO
$18B
| $258K | 0.04% |
20,445
| – | – |
|
488
DigitalBridge
DBRG
$2.95B
| $255K | 0.04% |
11,356
+1,914
| +20% | +$62.3K |
|
489
OGE Energy
OGE
$9.71B
| $254K | 0.04% |
+7,740
| New | +$244K |
|
|
EV
490
DELISTED
Eaton Vance Corp.
EV
| $248K | 0.04% |
+4,451
| New | +$253K |
|
|
PE
491
DELISTED
PARSLEY ENERGY INC
PE
| $248K | 0.04% |
8,569
+652
| +8% | +$17.4K |
|
|
CIT
492
DELISTED
CIT Group Inc.
CIT
| $247K | 0.04% |
4,803
| – | – |
|
493
SS&C Technologies
SSNC
$18.6B
| $244K | 0.04% |
+4,540
| New | +$225K |
|
494
Jacobs Solutions
J
$17B
| $243K | 0.04% |
4,971
| – | – |
|
|
IPG
495
DELISTED
Interpublic Group of Companies
IPG
| $242K | 0.03% |
+10,495
| New | +$236K |
|
|
LPT
496
DELISTED
Liberty Property Trust
LPT
| $241K | 0.03% |
+6,065
| New | +$245K |
|
|
HBI
497
DELISTED
Hanesbrands
HBI
| $240K | 0.03% |
13,027
| – | – |
|
498
Toll Brothers
TOL
$14.5B
| $240K | 0.03% |
+5,546
| New | +$260K |
|
499
ManpowerGroup
MAN
$2.63B
| $239K | 0.03% |
2,075
| – | – |
|
500
IPG Photonics
IPGP
$3.84B
| $237K | 0.03% |
+1,015
| New | +$250K |
|
Similar funds
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UM
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GF
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IFM Investors's Q1 2018 Portfolio in Review
As of Q1 2018, IFM Investors held 527 positions worth $695M, up 9.7% from $633M the previous quarter. Its ten largest holdings account for 20% of the portfolio.
IFM Investors deployed $70.6M of net new capital in Q1 2018, opening 26 new positions and adding to 449 existing holdings. Its largest new stake was Spirit AeroSystems: 3,726 shares worth $312K.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Marvell Technology, an estimated $237K trimmed.
- IFM Investors's largest Q1 2018 buy was Spirit AeroSystems: 3,726 shares worth $312K.
- IFM Investors added most to Apple in Q1 2018, an estimated $2.61M increase.
- IFM Investors's biggest Q1 2018 reduction was Marvell Technology, cutting an estimated $237K.
- IFM Investors fully exited QVC Group Inc Series A in Q1 2018, selling an estimated $369K.
- IFM Investors's ten largest holdings make up 20% of its $695M portfolio in Q1 2018.
- IFM Investors opened 26 new positions and closed 3 in Q1 2018.
- IFM Investors's portfolio value rose 9.7% quarter-over-quarter to $695M.
Based on IFM Investors's 13F filing for Q1 2018, filed 11 May 2018.