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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
-12.59%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.24B
AUM Growth
-$81.3M
(-6.2%)
Cap. Flow
+$113M
Cap. Flow
% of AUM
9.1%
Top 10 Holdings %
Top 10 Hldgs %
20.23%
Holding
602
New
12
Increased
550
Reduced
24
Closed
14
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$4.12M |
| 2 |
Microsoft
MSFT
|
+$4.04M |
| 3 |
Amazon
AMZN
|
+$3.81M |
| 4 |
Johnson & Johnson
JNJ
|
+$1.94M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.94M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AET
Aetna Inc
AET
|
+$3.48M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
+$2.81M |
| 3 |
PX
Praxair Inc
PX
|
+$2.43M |
| 4 |
COL
Rockwell Collins
COL
|
+$1.21M |
| 5 |
CA
CA, Inc.
CA
|
+$794K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.1% |
| 2 | Financials | 15.34% |
| 3 | Healthcare | 15.04% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Communication Services | 10.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Vistra
VST
$47.4B
| $447K | 0.04% |
19,511
+4,030
| +26% | +$95K |
|
477
Bread Financial
BFH
$4.38B
| $445K | 0.04% |
3,714
+303
| +9% | +$47.5K |
|
|
IPG
478
DELISTED
Interpublic Group of Companies
IPG
| $445K | 0.04% |
21,583
+1,727
| +9% | +$39.5K |
|
479
Snap-on
SNA
$21.5B
| $445K | 0.04% |
3,061
+434
| +17% | +$68.6K |
|
480
Bunge Global
BG
$20.8B
| $443K | 0.04% |
8,281
+374
| +5% | +$23.1K |
|
481
Reinsurance Group of America
RGA
$16.1B
| $437K | 0.04% |
3,115
+627
| +25% | +$88.9K |
|
482
Whirlpool
WHR
$2.82B
| $435K | 0.04% |
4,075
+400
| +11% | +$45.4K |
|
483
Aramark
ARMK
$14.7B
| $430K | 0.03% |
20,552
+1,151
| +6% | +$29.9K |
|
484
DaVita
DVA
$11.7B
| $430K | 0.03% |
8,361
+403
| +5% | +$25.8K |
|
485
Unum
UNM
$14.3B
| $429K | 0.03% |
14,601
+1,708
| +13% | +$59.8K |
|
486
Mohawk Industries
MHK
$9.22B
| $427K | 0.03% |
3,654
+481
| +15% | +$64.2K |
|
487
Pinnacle West Capital
PNW
$12.2B
| $425K | 0.03% |
4,986
+1,336
| +37% | +$115K |
|
488
Kimco Realty
KIM
$16.4B
| $422K | 0.03% |
28,828
-1,692
| -6% | -$26.6K |
|
489
Steel Dynamics
STLD
$37.6B
| $422K | 0.03% |
14,057
+1,257
| +10% | +$47.5K |
|
490
Voya Financial
VOYA
$9.19B
| $422K | 0.03% |
10,521
+162
| +2% | +$7.2K |
|
491
Liberty Broadband Class C
LBRDK
$5.15B
| $421K | 0.03% |
5,846
+862
| +17% | +$69.1K |
|
492
Federal Realty Investment Trust
FRT
$10.3B
| $415K | 0.03% |
3,514
+736
| +26% | +$92.4K |
|
493
Southwest Airlines
LUV
$23B
| $412K | 0.03% |
8,870
+196
| +2% | +$10.4K |
|
494
Invesco
IVZ
$13.9B
| $410K | 0.03% |
24,488
+2,356
| +11% | +$47.1K |
|
495
Old Dominion Freight Line
ODFL
$44.9B
| $409K | 0.03% |
9,948
+1,806
| +22% | +$80K |
|
496
W.R. Berkley
WRB
$26.6B
| $408K | 0.03% |
18,620
+1,272
| +7% | +$28.6K |
|
497
JB Hunt Transport Services
JBHT
$25.2B
| $407K | 0.03% |
4,377
+1,065
| +32% | +$113K |
|
498
ON Semiconductor
ON
$31.6B
| $407K | 0.03% |
24,654
+3,792
| +18% | +$65.6K |
|
499
Pultegroup
PHM
$25.3B
| $404K | 0.03% |
15,541
-1,424
| -8% | -$35.2K |
|
500
XPO
XPO
$23.7B
| $399K | 0.03% |
20,217
+2,776
| +16% | +$76.9K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
NMO
IFM Investors's Q4 2018 Portfolio in Review
As of Q4 2018, IFM Investors held 602 positions worth $1.24B, down 6.2% from $1.32B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
IFM Investors deployed $113M of net new capital in Q4 2018, opening 12 new positions and adding to 550 existing holdings. Its largest new stake was Wellcare Health Plans, Inc.: 2,789 shares worth $658K.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Crown Holdings, an estimated $50.7K trimmed.
- IFM Investors's largest Q4 2018 buy was Wellcare Health Plans, Inc.: 2,789 shares worth $658K.
- IFM Investors added most to Apple in Q4 2018, an estimated $4.12M increase.
- IFM Investors's biggest Q4 2018 reduction was Crown Holdings, cutting an estimated $50.7K.
- IFM Investors fully exited Aetna Inc in Q4 2018, selling an estimated $3.48M.
- IFM Investors's ten largest holdings make up 20% of its $1.24B portfolio in Q4 2018.
- IFM Investors opened 12 new positions and closed 14 in Q4 2018.
- IFM Investors's portfolio value fell 6.2% quarter-over-quarter to $1.24B.
Based on IFM Investors's 13F filing for Q4 2018, filed 23 Jan 2019.