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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
+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
PBCT
501
DELISTED
People's United Financial Inc
PBCT
$475K 0.03%
28,882
+5,799
+25% +$96.6K
SGEN
502
DELISTED
Seagen Inc. Common Stock
SGEN
$474K 0.03%
6,478
– –
FBIN icon
503
Fortune Brands Innovations
FBIN
$6.09B
$473K 0.03%
11,620
– –
IVZ icon
504
Invesco
IVZ
$14B
$473K 0.03%
24,488
– –
SEIC icon
505
SEI Investments
SEIC
$12.5B
$471K 0.03%
9,022
+799
+10% +$40K
UNM icon
506
Unum
UNM
$14.3B
$471K 0.03%
13,920
-681
-5% -$23.7K
CPT icon
507
Camden Property Trust
CPT
$11.1B
$470K 0.03%
4,632
+428
+10% +$41.1K
SLG icon
508
SL Green Realty
SLG
$4.03B
$467K 0.03%
5,364
+1,393
+35% +$121K
MHK icon
509
Mohawk Industries
MHK
$9.3B
$461K 0.03%
3,654
– –
LUV icon
510
Southwest Airlines
LUV
$23.1B
$460K 0.03%
8,870
– –
INVH icon
511
Invitation Homes
INVH
$18.1B
$458K 0.03%
18,845
+3,837
+26% +$86.3K
DVA icon
512
DaVita
DVA
$11.6B
$454K 0.03%
8,361
– –
MIDD icon
513
Middleby
MIDD
$6.09B
$449K 0.03%
3,454
+692
+25% +$83.1K
SEE
514
DELISTED
Sealed Air
SEE
$448K 0.03%
9,723
-160
-2% -$6.64K
ARMK icon
515
Aramark
ARMK
$14.8B
$442K 0.03%
20,729
+177
+0.9% +$3.96K
CDK
516
DELISTED
CDK Global, Inc.
CDK
$441K 0.03%
7,495
– –
PHM icon
517
Pultegroup
PHM
$25.3B
$435K 0.03%
15,541
– –
NWL icon
518
Newell Brands
NWL
$2.55B
$433K 0.03%
28,242
– –
QVCGA
519
DELISTED
QVC Group Inc Series A
QVCGA
$433K 0.03%
558
– –
CPB icon
520
Campbell Soup
CPB
$6.9B
$431K 0.03%
11,291
– –
AOS icon
521
A.O. Smith
AOS
$8.69B
$430K 0.03%
8,059
+2,325
+41% +$116K
M icon
522
Macy's
M
$6.73B
$428K 0.03%
17,792
– –
FWONK icon
523
Liberty Media Series C
FWONK
$25.8B
$421K 0.03%
12,411
+1,738
+16% +$54.5K
XRX icon
524
Xerox
XRX
$424M
$418K 0.03%
13,071
-1,369
-9% -$38.6K
DISH
525
DELISTED
DISH Network Corp.
DISH
$412K 0.03%
13,008
– –
19 20
21
22 23

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IA
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AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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.