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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 | |
|---|---|---|---|---|---|---|
501
IPG Photonics
IPGP
$4.05B
| $361K | 0.03% |
1,636
+621
| +61% | +$147K |
|
502
Campbell Soup
CPB
$6.78B
| $359K | 0.03% |
8,857
+2,435
| +38% | +$94.8K |
|
503
Flowserve
FLS
$10.1B
| $359K | 0.03% |
8,889
+2,095
| +31% | +$91.3K |
|
504
Harley-Davidson
HOG
$2.81B
| $351K | 0.03% |
8,353
+2,128
| +34% | +$89.7K |
|
|
LPT
505
DELISTED
Liberty Property Trust
LPT
| $351K | 0.03% |
7,917
+1,852
| +31% | +$78.5K |
|
506
Keysight
KEYS
$57.7B
| $350K | 0.03% |
+5,924
| New | +$329K |
|
507
Nektar Therapeutics
NKTR
$2.44B
| $350K | 0.03% |
+477
| New | +$550K |
|
508
Howmet Aerospace
HWM
$116B
| $349K | 0.03% |
26,749
+8,762
| +49% | +$130K |
|
|
SGEN
509
DELISTED
Seagen Inc. Common Stock
SGEN
| $347K | 0.03% |
+5,230
| New | +$300K |
|
510
Vail Resorts
MTN
$5.39B
| $344K | 0.03% |
+1,255
| New | +$307K |
|
|
DISH
511
DELISTED
DISH Network Corp.
DISH
| $342K | 0.03% |
10,165
+3,285
| +48% | +$112K |
|
512
Coty
COTY
$2.54B
| $338K | 0.03% |
23,991
+7,302
| +44% | +$112K |
|
|
SEE
513
DELISTED
Sealed Air
SEE
| $338K | 0.03% |
7,969
+1,916
| +32% | +$84.2K |
|
514
OGE Energy
OGE
$9.63B
| $337K | 0.03% |
9,578
+1,838
| +24% | +$61.8K |
|
515
Axalta
AXTA
$8.17B
| $330K | 0.03% |
10,871
+3,249
| +43% | +$102K |
|
|
SRCL
516
DELISTED
Stericycle Inc
SRCL
| $330K | 0.03% |
5,056
+1,243
| +33% | +$77.3K |
|
|
FLIR
517
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $329K | 0.03% |
6,330
+1,802
| +40% | +$96.3K |
|
518
Polaris
PII
$4.21B
| $322K | 0.03% |
2,633
+847
| +47% | +$99.1K |
|
|
FLG
519
Flagstar Bank National Association
FLG
$5.94B
| $322K | 0.03% |
9,713
+2,058
| +27% | +$74K |
|
520
Goodyear
GT
$2.02B
| $319K | 0.03% |
13,696
+3,416
| +33% | +$87.8K |
|
521
Helmerich & Payne
HP
$3.34B
| $318K | 0.03% |
4,983
+1,655
| +50% | +$113K |
|
522
Snap-on
SNA
$21.7B
| $318K | 0.03% |
+1,976
| New | +$299K |
|
523
W.R. Berkley
WRB
$26.8B
| $316K | 0.03% |
14,708
+4,333
| +42% | +$96.4K |
|
524
JB Hunt Transport Services
JBHT
$25.6B
| $313K | 0.03% |
+2,575
| New | +$315K |
|
|
EV
525
DELISTED
Eaton Vance Corp.
EV
| $312K | 0.03% |
5,981
+1,530
| +34% | +$84.3K |
|
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IA
AT
UM
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RFC
GF
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.