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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 | |
|---|---|---|---|---|---|---|
551
Jack Henry & Associates
JKHY
$11B
| $273K | 0.03% |
+2,098
| New | +$260K |
|
552
TripAdvisor
TRIP
$1.63B
| $267K | 0.03% |
+4,797
| New | +$229K |
|
553
Avnet
AVT
$7.97B
| $266K | 0.03% |
+6,209
| New | +$252K |
|
|
Y
554
DELISTED
Alleghany Corp
Y
| $266K | 0.03% |
+462
| New | +$270K |
|
555
Regency Centers
REG
$14.5B
| $264K | 0.02% |
+4,249
| New | +$249K |
|
556
UGI
UGI
$7.62B
| $263K | 0.02% |
+5,053
| New | +$245K |
|
557
Federal Realty Investment Trust
FRT
$10.5B
| $262K | 0.02% |
+2,070
| New | +$244K |
|
558
Ralph Lauren
RL
$22.7B
| $262K | 0.02% |
+2,084
| New | +$253K |
|
559
Live Nation Entertainment
LYV
$42.8B
| $258K | 0.02% |
+5,318
| New | +$228K |
|
560
ManpowerGroup
MAN
$2.53B
| $257K | 0.02% |
2,982
+907
| +44% | +$89.1K |
|
561
Liberty Media Series C
FWONK
$24.1B
| $254K | 0.02% |
+7,086
| New | +$216K |
|
562
H&R Block
HRB
$5.82B
| $253K | 0.02% |
11,120
+2,839
| +34% | +$75.3K |
|
|
CLR
563
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $245K | 0.02% |
+3,788
| New | +$245K |
|
564
American Airlines Group
AAL
$11B
| $244K | 0.02% |
6,418
+2,276
| +55% | +$100K |
|
565
Alliant Energy
LNT
$18.2B
| $244K | 0.02% |
+5,770
| New | +$238K |
|
566
Leidos
LDOS
$16B
| $243K | 0.02% |
+4,113
| New | +$256K |
|
567
A.O. Smith
AOS
$8.59B
| $240K | 0.02% |
+4,062
| New | +$256K |
|
|
S
568
DELISTED
Sprint Corporation
S
| $240K | 0.02% |
44,062
+22,930
| +109% | +$124K |
|
569
Reinsurance Group of America
RGA
$15.5B
| $239K | 0.02% |
+1,792
| New | +$267K |
|
570
Assurant
AIZ
$14.9B
| $233K | 0.02% |
+2,253
| New | +$212K |
|
571
Under Armour
UAA
$2.88B
| $230K | 0.02% |
+10,236
| New | +$202K |
|
572
Middleby
MIDD
$6.12B
| $229K | 0.02% |
+2,192
| New | +$248K |
|
573
American Financial Group
AFG
$12.2B
| $228K | 0.02% |
+2,123
| New | +$235K |
|
574
Acuity Brands
AYI
$10.7B
| $227K | 0.02% |
+1,962
| New | +$239K |
|
575
Camden Property Trust
CPT
$11.1B
| $227K | 0.02% |
+2,494
| New | +$217K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
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.