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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 | |
|---|---|---|---|---|---|---|
501
Lear
LEA
$8.18B
| $237K | 0.03% |
1,274
+122
| +11% | +$23K |
|
502
Cognex
CGNX
$11.3B
| $232K | 0.03% |
+4,456
| New | +$263K |
|
503
Axalta
AXTA
$8.17B
| $230K | 0.03% |
+7,622
| New | +$238K |
|
504
Alexandria Real Estate Equities
ARE
$8.56B
| $227K | 0.03% |
1,815
+283
| +18% | +$35.1K |
|
505
Arch Capital
ACGL
$33.6B
| $226K | 0.03% |
7,914
| – | – |
|
506
Wabtec
WAB
$49.3B
| $226K | 0.03% |
2,778
+270
| +11% | +$21.7K |
|
|
FLIR
507
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $226K | 0.03% |
+4,528
| New | +$225K |
|
508
W.R. Berkley
WRB
$26.6B
| $223K | 0.03% |
+10,375
| New | +$216K |
|
|
SRCL
509
DELISTED
Stericycle Inc
SRCL
| $223K | 0.03% |
3,813
+106
| +3% | +$7.17K |
|
510
Helmerich & Payne
HP
$3.71B
| $222K | 0.03% |
3,328
| – | – |
|
511
Domino's
DPZ
$11.6B
| $221K | 0.03% |
+948
| New | +$206K |
|
512
Affiliated Managers Group
AMG
$9.76B
| $216K | 0.03% |
1,139
+160
| +16% | +$31.2K |
|
513
American Airlines Group
AAL
$10.6B
| $215K | 0.03% |
4,142
| – | – |
|
514
AGNC Investment
AGNC
$12.9B
| $215K | 0.03% |
11,383
+1,083
| +11% | +$20.6K |
|
515
H&R Block
HRB
$5.86B
| $210K | 0.03% |
+8,281
| New | +$218K |
|
516
Mid-America Apartment Communities
MAA
$15.7B
| $210K | 0.03% |
2,299
+265
| +13% | +$24K |
|
517
Arrow Electronics
ARW
$10.4B
| $208K | 0.03% |
+2,705
| New | +$219K |
|
518
Cooper Companies
COO
$14.5B
| $208K | 0.03% |
+3,644
| New | +$213K |
|
519
Polaris
PII
$4.07B
| $205K | 0.03% |
+1,786
| New | +$215K |
|
520
Cadence Design Systems
CDNS
$93.4B
| $202K | 0.03% |
5,489
| – | – |
|
|
JWN
521
DELISTED
Nordstrom
JWN
| $201K | 0.03% |
+4,159
| New | +$207K |
|
|
FDC
522
DELISTED
First Data Corporation
FDC
| $197K | 0.03% |
12,326
+519
| +4% | +$8.6K |
|
523
Mattel
MAT
$4.23B
| $166K | 0.02% |
12,608
+897
| +8% | +$14K |
|
|
S
524
DELISTED
Sprint Corporation
S
| $103K | 0.01% |
21,132
-8,849
| -30% | -$47.3K |
|
|
525
Brixmor Property Group
BRX
$9.32B
| – | – |
-10,468
| Closed | -$195K |
|
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.