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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 | |
|---|---|---|---|---|---|---|
526
Cognex
CGNX
$11.8B
| $309K | 0.03% |
6,917
+2,461
| +55% | +$116K |
|
527
Vistra
VST
$47.4B
| $309K | 0.03% |
+13,069
| New | +$300K |
|
528
Arrow Electronics
ARW
$11.6B
| $305K | 0.03% |
4,056
+1,351
| +50% | +$103K |
|
529
SL Green Realty
SLG
$3.9B
| $305K | 0.03% |
+3,137
| New | +$296K |
|
530
Atmos Energy
ATO
$28.7B
| $301K | 0.03% |
+3,334
| New | +$289K |
|
531
Xerox
XRX
$412M
| $297K | 0.03% |
12,388
+1,860
| +18% | +$52.6K |
|
532
Sabre
SABR
$838M
| $296K | 0.03% |
+12,017
| New | +$279K |
|
533
Zillow
Z
$8.26B
| $295K | 0.03% |
+4,989
| New | +$276K |
|
534
AGNC Investment
AGNC
$12.6B
| $294K | 0.03% |
15,808
+4,425
| +39% | +$83.6K |
|
535
IDEX
IEX
$17.5B
| $294K | 0.03% |
+2,153
| New | +$301K |
|
|
JWN
536
DELISTED
Nordstrom
JWN
| $294K | 0.03% |
5,670
+1,511
| +36% | +$74.9K |
|
|
NFX
537
DELISTED
Newfield Exploration
NFX
| $293K | 0.03% |
+9,677
| New | +$274K |
|
538
Mattel
MAT
$4.2B
| $292K | 0.03% |
17,775
+5,167
| +41% | +$78.4K |
|
539
Leggett & Platt
LEG
$1.4B
| $290K | 0.03% |
+6,504
| New | +$279K |
|
540
Macerich
MAC
$7.2B
| $287K | 0.03% |
+5,045
| New | +$286K |
|
541
Old Dominion Freight Line
ODFL
$44.8B
| $287K | 0.03% |
+5,790
| New | +$287K |
|
542
Affiliated Managers Group
AMG
$9.92B
| $286K | 0.03% |
1,925
+786
| +69% | +$130K |
|
543
Zions Bancorporation
ZION
$10.5B
| $285K | 0.03% |
+5,412
| New | +$299K |
|
|
CIT
544
DELISTED
CIT Group Inc.
CIT
| $284K | 0.03% |
5,639
+836
| +17% | +$43.6K |
|
545
East-West Bancorp
EWBC
$18.3B
| $283K | 0.03% |
+4,346
| New | +$294K |
|
546
Toll Brothers
TOL
$14.5B
| $280K | 0.03% |
7,570
+2,024
| +36% | +$82.9K |
|
547
Liberty Broadband Class C
LBRDK
$5.16B
| $276K | 0.03% |
+3,642
| New | +$276K |
|
548
Rollins
ROL
$18.1B
| $276K | 0.03% |
+11,801
| New | +$268K |
|
|
WBC
549
DELISTED
WABCO HOLDINGS INC.
WBC
| $275K | 0.03% |
+2,354
| New | +$300K |
|
|
ZAYO
550
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $275K | 0.03% |
+7,529
| New | +$268K |
|
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UM
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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.