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II

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
LII icon
476
Lennox International
LII
$15.2B
$544K 0.03%
2,059
+369
+22% +$88.2K
IPG
477
DELISTED
Interpublic Group of Companies
IPG
$542K 0.03%
25,784
+4,201
+19% +$93.5K
PNW icon
478
Pinnacle West Capital
PNW
$12.2B
$542K 0.03%
5,670
+684
+14% +$61.7K
RHI icon
479
Robert Half
RHI
$4.37B
$530K 0.03%
8,134
-325
-4% -$20.6K
CCK icon
480
Crown Holdings
CCK
$13.1B
$528K 0.03%
9,673
+1,616
+20% +$83.4K
FRT icon
481
Federal Realty Investment Trust
FRT
$10.3B
$520K 0.03%
3,773
+259
+7% +$33.9K
BFH icon
482
Bread Financial
BFH
$4.38B
$519K 0.03%
3,714
– –
Y
483
DELISTED
Alleghany Corp
Y
$516K 0.03%
842
+93
+12% +$58.1K
ZION icon
484
Zions Bancorporation
ZION
$10.3B
$515K 0.03%
11,333
+2,133
+23% +$102K
OGE icon
485
OGE Energy
OGE
$9.71B
$514K 0.03%
11,909
-614
-5% -$25.4K
CGNX icon
486
Cognex
CGNX
$11.3B
$511K 0.03%
10,041
– –
HWM icon
487
Howmet Aerospace
HWM
$112B
$508K 0.03%
34,658
– –
VST icon
488
Vistra
VST
$47.4B
$508K 0.03%
19,511
– –
DINO icon
489
HF Sinclair
DINO
$14.5B
$507K 0.03%
10,295
– –
ON icon
490
ON Semiconductor
ON
$31.6B
$507K 0.03%
24,654
– –
LEA icon
491
Lear
LEA
$8.18B
$506K 0.03%
3,729
– –
STLD icon
492
Steel Dynamics
STLD
$37.6B
$496K 0.03%
14,057
– –
VOYA icon
493
Voya Financial
VOYA
$9.19B
$496K 0.03%
9,930
-591
-6% -$28K
RGA icon
494
Reinsurance Group of America
RGA
$16.1B
$494K 0.03%
3,482
+367
+12% +$52.8K
BG icon
495
Bunge Global
BG
$20.8B
$491K 0.03%
9,253
+972
+12% +$51.6K
W icon
496
Wayfair
W
$14.6B
$486K 0.03%
3,271
+31
+1% +$4.04K
MTN icon
497
Vail Resorts
MTN
$5.3B
$483K 0.03%
2,221
– –
LPT
498
DELISTED
Liberty Property Trust
LPT
$479K 0.03%
9,896
+606
+7% +$28.2K
LDOS icon
499
Leidos
LDOS
$17.3B
$477K 0.03%
7,438
– –
NNN icon
500
NNN REIT
NNN
$8.99B
$476K 0.03%
8,594
+2,361
+38% +$122K
18 19
20
21 22

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IA
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AT
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UM
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FCAS
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RFC
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GF
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Verition Fund Management
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NMO
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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.