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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
(+24%)
Cap. Flow
+$181M
Cap. Flow
% of AUM
13.72%
Top 10 Holdings %
Top 10 Hldgs %
21.24%
Holding
593
New
11
Increased
572
Reduced
6
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$6.2M |
| 2 |
Amazon
AMZN
|
+$5.92M |
| 3 |
Microsoft
MSFT
|
+$5.87M |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.29M |
| 5 |
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 |
News Corp Class A
NWSA
|
+$85.4K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
526
Campbell Soup
CPB
$6.87B
| $367K | 0.03% |
10,031
+1,174
| +13% | +$47.8K |
|
527
Regency Centers
REG
$14.1B
| $367K | 0.03% |
5,679
+1,430
| +34% | +$91.2K |
|
528
Sabre
SABR
$818M
| $367K | 0.03% |
14,058
+2,041
| +17% | +$52.4K |
|
|
SEE
529
DELISTED
Sealed Air
SEE
| $367K | 0.03% |
9,141
+1,172
| +15% | +$48.5K |
|
530
Goodyear
GT
$1.85B
| $366K | 0.03% |
15,655
+1,959
| +14% | +$46.1K |
|
531
Live Nation Entertainment
LYV
$42.1B
| $362K | 0.03% |
6,645
+1,327
| +25% | +$67.2K |
|
532
Reinsurance Group of America
RGA
$16.1B
| $360K | 0.03% |
2,488
+696
| +39% | +$98.4K |
|
533
Alliant Energy
LNT
$18B
| $359K | 0.03% |
8,427
+2,657
| +46% | +$114K |
|
|
534
News Corp Class A
NWSA
$15.4B
| $357K | 0.03% |
27,062
-6,090
| -18% | -$85.4K |
|
535
Axalta
AXTA
$8.17B
| $355K | 0.03% |
12,178
+1,307
| +12% | +$39.2K |
|
536
UGI
UGI
$7.33B
| $355K | 0.03% |
6,396
+1,343
| +27% | +$72.4K |
|
|
EV
537
DELISTED
Eaton Vance Corp.
EV
| $353K | 0.03% |
6,718
+737
| +12% | +$39K |
|
538
Coty
COTY
$2.48B
| $352K | 0.03% |
28,015
+4,024
| +17% | +$52.1K |
|
539
Federal Realty Investment Trust
FRT
$10.3B
| $351K | 0.03% |
2,778
+708
| +34% | +$89.9K |
|
540
SL Green Realty
SLG
$3.99B
| $350K | 0.03% |
3,706
+569
| +18% | +$56.2K |
|
|
FLG
541
Flagstar Bank National Association
FLG
$5.82B
| $348K | 0.03% |
11,178
+1,465
| +15% | +$48K |
|
542
Ralph Lauren
RL
$23.5B
| $346K | 0.03% |
2,515
+431
| +21% | +$57.4K |
|
543
Arrow Electronics
ARW
$10.4B
| $344K | 0.03% |
4,663
+607
| +15% | +$46.6K |
|
544
East-West Bancorp
EWBC
$18B
| $343K | 0.03% |
5,684
+1,338
| +31% | +$85.9K |
|
545
Acuity Brands
AYI
$10.8B
| $342K | 0.03% |
2,177
+215
| +11% | +$30.9K |
|
546
Leggett & Platt
LEG
$1.31B
| $340K | 0.03% |
7,773
+1,269
| +20% | +$57.1K |
|
547
Ingredion
INGR
$6.58B
| $339K | 0.03% |
3,232
+1,252
| +63% | +$128K |
|
|
ATH
548
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $337K | 0.03% |
+6,529
| New | +$315K |
|
|
SRCL
549
DELISTED
Stericycle Inc
SRCL
| $335K | 0.03% |
5,714
+658
| +13% | +$42K |
|
|
WBC
550
DELISTED
WABCO HOLDINGS INC.
WBC
| $329K | 0.03% |
2,792
+438
| +19% | +$52.9K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
NMO
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.