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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
+8.08%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.32B
AUM Growth
+$259M
Cap. Flow
+$181M
Cap. Flow %
13.72%
Top 10 Hldgs %
21.24%
Holding
593
New
11
Increased
572
Reduced
6
Closed
3

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.2M
2
AMZN icon
Amazon
AMZN
+$5.92M
3
MSFT icon
Microsoft
MSFT
+$5.87M
4
META icon
Meta Platforms (Facebook)
META
+$3.29M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.79M

Top Sells

Rank Stock Value
1
ANDV
Andeavor
ANDV
+$886K
2
XL
XL Group Ltd.
XL
+$689K
3
GGP
GGP Inc.
GGP
+$576K
4
NWSA icon
News Corp Class A
NWSA
+$85.4K
5
ROL icon
Rollins
ROL
+$79.6K

Sector Composition

Rank Sector Weight
1 Technology 19.17%
2 Financials 15.61%
3 Healthcare 14.06%
4 Consumer Discretionary 10.62%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALNY icon
501
Alnylam Pharmaceuticals
ALNY
$28.9B
$420K 0.03%
4,796
+657
+16% +$66.1K
LBRDK icon
502
Liberty Broadband Class C
LBRDK
$5.32B
$420K 0.03%
4,984
+1,342
+37% +$107K
PHM icon
503
Pultegroup
PHM
$24.7B
$420K 0.03%
16,965
+2,519
+17% +$71.4K
LDOS icon
504
Leidos
LDOS
$17B
$418K 0.03%
6,051
+1,938
+47% +$132K
DISH
505
DELISTED
DISH Network Corp.
DISH
$418K 0.03%
11,685
+1,520
+15% +$52.2K
OGE icon
506
OGE Energy
OGE
$9.67B
$411K 0.03%
11,309
+1,731
+18% +$63K
WRB icon
507
W.R. Berkley
WRB
$26.8B
$411K 0.03%
17,348
+2,640
+18% +$59.9K
GAP
508
The Gap Inc
GAP
$7.39B
$411K 0.03%
14,235
+1,664
+13% +$49.9K
PE
509
DELISTED
PARSLEY ENERGY INC
PE
$408K 0.03%
13,954
+1,907
+16% +$56.6K
AGNC icon
510
AGNC Investment
AGNC
$12.6B
$404K 0.03%
21,690
+5,882
+37% +$112K
JWN
511
DELISTED
Nordstrom
JWN
$399K 0.03%
6,665
+995
+18% +$57K
JBHT icon
512
JB Hunt Transport Services
JBHT
$25.1B
$394K 0.03%
3,312
+737
+29% +$89.7K
LPT
513
DELISTED
Liberty Property Trust
LPT
$394K 0.03%
9,314
+1,397
+18% +$60.7K
ATO icon
514
Atmos Energy
ATO
$29.1B
$386K 0.03%
4,114
+780
+23% +$72K
Y
515
DELISTED
Alleghany Corp
Y
$386K 0.03%
592
+130
+28% +$81.4K
VST icon
516
Vistra
VST
$47.7B
$385K 0.03%
15,481
+2,412
+18% +$55.5K
ON icon
517
ON Semiconductor
ON
$18.6B
$384K 0.03%
20,862
+3,747
+22% +$80.1K
BBWI icon
518
Bath & Body Works
BBWI
$4.06B
$383K 0.03%
15,641
+2,335
+18% +$58.4K
MIDD icon
519
Middleby
MIDD
$6.03B
$380K 0.03%
2,938
+746
+34% +$85.1K
CC icon
520
Chemours
CC
$2.27B
$378K 0.03%
9,578
+1,431
+18% +$62.6K
HBI
521
DELISTED
Hanesbrands
HBI
$377K 0.03%
20,454
+2,304
+13% +$44.7K
ALV icon
522
Autoliv
ALV
$8.83B
$376K 0.03%
4,339
-761
-15% -$72.5K
ZION icon
523
Zions Bancorporation
ZION
$10.3B
$374K 0.03%
7,466
+2,054
+38% +$108K
FWONK icon
524
Liberty Media Series C
FWONK
$25B
$373K 0.03%
10,370
+3,284
+46% +$116K
XRX icon
525
Xerox
XRX
$424M
$368K 0.03%
13,622
+1,234
+10% +$32.6K
19 20
21
22 23

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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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IFM Investors's Q3 2018 Portfolio in Review

As of Q3 2018, IFM Investors held 593 positions worth $1.32B, up 24% from $1.06B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

IFM Investors deployed $181M of net new capital in Q3 2018, opening 11 new positions and adding to 572 existing holdings. Its largest new stake was Athene Holding Ltd. Class A Common Shares: 6,529 shares worth $337K.

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 News Corp Class A, an estimated $85.4K trimmed.

  • IFM Investors's largest Q3 2018 buy was Athene Holding Ltd. Class A Common Shares: 6,529 shares worth $337K.
  • IFM Investors added most to Apple in Q3 2018, an estimated $6.2M increase.
  • IFM Investors's biggest Q3 2018 reduction was News Corp Class A, cutting an estimated $85.4K.
  • IFM Investors fully exited Andeavor in Q3 2018, selling an estimated $886K.
  • IFM Investors's ten largest holdings make up 21% of its $1.32B portfolio in Q3 2018.
  • IFM Investors opened 11 new positions and closed 3 in Q3 2018.
  • IFM Investors's portfolio value rose 24% quarter-over-quarter to $1.32B.

Based on IFM Investors's 13F filing for Q3 2018, filed 22 Oct 2018.