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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
XEC
526
DELISTED
CIMAREX ENERGY CO
XEC
$400K 0.03%
5,727
– –
GAP
527
The Gap Inc
GAP
$7.37B
$399K 0.03%
15,244
+2,048
+16% +$52.3K
UAA icon
528
Under Armour
UAA
$2.6B
$397K 0.03%
18,782
+5,851
+45% +$123K
HBI
529
DELISTED
Hanesbrands
HBI
$395K 0.03%
22,114
– –
FLIR
530
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$394K 0.03%
8,280
– –
OPTU
531
Optimum Communications Inc
OPTU
$301M
$393K 0.03%
+18,274
New +$370K
WBC
532
DELISTED
WABCO HOLDINGS INC.
WBC
$393K 0.03%
2,981
– –
ARW icon
533
Arrow Electronics
ARW
$10.4B
$390K 0.03%
5,061
– –
CPRI icon
534
Capri Holdings
CPRI
$1.74B
$389K 0.03%
8,512
-379
-4% -$16.6K
LEG icon
535
Leggett & Platt
LEG
$1.31B
$389K 0.03%
9,220
+1,447
+19% +$60.8K
BBWI icon
536
Bath & Body Works
BBWI
$4.1B
$387K 0.02%
17,369
– –
FLS icon
537
Flowserve
FLS
$10.2B
$385K 0.02%
8,519
– –
HP icon
538
Helmerich & Payne
HP
$3.71B
$381K 0.02%
6,862
– –
JEF icon
539
Jefferies Financial Group
JEF
$13.1B
$380K 0.02%
22,616
-942
-4% -$16.6K
JLL icon
540
Jones Lang LaSalle
JLL
$16.7B
$377K 0.02%
2,443
+52
+2% +$7.82K
XPO icon
541
XPO
XPO
$23.7B
$376K 0.02%
20,217
– –
HDS
542
DELISTED
HD Supply Holdings, Inc.
HDS
$370K 0.02%
8,545
+1,396
+20% +$58.2K
HOG icon
543
Harley-Davidson
HOG
$2.71B
$368K 0.02%
10,325
– –
SABR icon
544
Sabre
SABR
$835M
$364K 0.02%
17,003
– –
INGR icon
545
Ingredion
INGR
$6.58B
$362K 0.02%
3,819
– –
RL icon
546
Ralph Lauren
RL
$23.6B
$362K 0.02%
2,794
– –
ATH
547
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$361K 0.02%
8,842
+779
+10% +$33.3K
SBNY
548
DELISTED
Signature Bank
SBNY
$361K 0.02%
2,816
– –
CC icon
549
Chemours
CC
$2.37B
$358K 0.02%
9,645
– –
GRUB
550
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
$356K 0.02%
2,566
– –
20 21
22
23 24

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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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NMO
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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.