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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
(+52%)
Cap. Flow
+$338M
Cap. Flow
% of AUM
31.95%
Top 10 Holdings %
Top 10 Hldgs %
20.63%
Holding
587
New
63
Increased
518
Reduced
1
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$12.7M |
| 2 |
Microsoft
MSFT
|
+$9.99M |
| 3 |
Amazon
AMZN
|
+$9.36M |
| 4 |
Meta Platforms (Facebook)
META
|
+$6.19M |
| 5 |
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 |
Keurig Dr Pepper
KDP
|
+$681K |
| 4 |
Travel + Leisure Co
TNL
|
+$391K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
476
Delta Air Lines
DAL
$60.1B
| $420K | 0.04% |
8,484
+2,913
| +52% | +$155K |
|
477
Pultegroup
PHM
$25.3B
| $415K | 0.04% |
14,446
+3,682
| +34% | +$111K |
|
478
Trimble
TRMB
$13.9B
| $415K | 0.04% |
12,632
+3,749
| +42% | +$130K |
|
479
Broadridge
BR
$19B
| $410K | 0.04% |
+3,558
| New | +$402K |
|
480
Jacobs Solutions
J
$17B
| $410K | 0.04% |
7,808
+2,837
| +57% | +$146K |
|
481
Alnylam Pharmaceuticals
ALNY
$29.3B
| $408K | 0.04% |
4,139
+1,284
| +45% | +$127K |
|
|
GAP
482
The Gap Inc
GAP
$7.37B
| $407K | 0.04% |
12,571
+1,769
| +16% | +$54.4K |
|
483
Lear
LEA
$8.18B
| $405K | 0.04% |
2,177
+903
| +71% | +$177K |
|
484
Copart
CPRT
$27.5B
| $403K | 0.04% |
+28,500
| New | +$386K |
|
|
CDK
485
DELISTED
CDK Global, Inc.
CDK
| $401K | 0.04% |
6,159
+1,796
| +41% | +$116K |
|
486
Cooper Companies
COO
$14.5B
| $400K | 0.04% |
6,796
+3,152
| +86% | +$180K |
|
|
HBI
487
DELISTED
Hanesbrands
HBI
| $400K | 0.04% |
18,150
+5,123
| +39% | +$96.6K |
|
488
Bath & Body Works
BBWI
$4.1B
| $397K | 0.04% |
13,306
+4,109
| +45% | +$119K |
|
489
Southwest Airlines
LUV
$23B
| $396K | 0.04% |
7,786
+2,680
| +52% | +$141K |
|
490
Mid-America Apartment Communities
MAA
$15.7B
| $394K | 0.04% |
3,911
+1,612
| +70% | +$150K |
|
491
Arch Capital
ACGL
$33.6B
| $388K | 0.04% |
14,648
+6,734
| +85% | +$181K |
|
|
IPG
492
DELISTED
Interpublic Group of Companies
IPG
| $387K | 0.04% |
16,521
+6,026
| +57% | +$142K |
|
493
Wabtec
WAB
$49.3B
| $385K | 0.04% |
3,908
+1,130
| +41% | +$105K |
|
494
ON Semiconductor
ON
$19.3B
| $381K | 0.04% |
+17,115
| New | +$414K |
|
495
Crown Holdings
CCK
$13.1B
| $375K | 0.04% |
8,383
+2,158
| +35% | +$101K |
|
496
Veeva Systems
VEEV
$37.4B
| $370K | 0.03% |
+4,808
| New | +$366K |
|
497
Fluor
FLR
$7.96B
| $367K | 0.03% |
7,528
+2,151
| +40% | +$113K |
|
|
PE
498
DELISTED
PARSLEY ENERGY INC
PE
| $365K | 0.03% |
12,047
+3,478
| +41% | +$102K |
|
499
Melco Resorts & Entertainment
MLCO
$2.14B
| $364K | 0.03% |
13,011
+3,610
| +38% | +$111K |
|
500
Chemours
CC
$2.37B
| $361K | 0.03% |
8,147
+2,544
| +45% | +$127K |
|
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UM
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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.