We are live on
!
Find out more
II
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 | |
|---|---|---|---|---|---|---|
576
Pinnacle West Capital
PNW
$12.2B
| $226K | 0.02% |
+2,800
| New | +$219K |
|
577
Owens Corning
OC
$11.5B
| $225K | 0.02% |
+3,546
| New | +$245K |
|
578
Ingredion
INGR
$6.33B
| $219K | 0.02% |
+1,980
| New | +$233K |
|
579
Lennox International
LII
$15B
| $218K | 0.02% |
+1,091
| New | +$221K |
|
|
HDS
580
DELISTED
HD Supply Holdings, Inc.
HDS
| $211K | 0.02% |
+4,914
| New | +$199K |
|
581
Jones Lang LaSalle
JLL
$16.8B
| $206K | 0.02% |
+1,239
| New | +$211K |
|
|
SCG
582
DELISTED
Scana
SCG
| $200K | 0.02% |
+5,197
| New | +$189K |
|
|
583
DigitalBridge
DBRG
$2.93B
| – | – |
-11,356
| Closed | -$255K |
|
|
584
Keurig Dr Pepper
KDP
$42.3B
| – | – |
-5,756
| Closed | -$681K |
|
|
585
Travel + Leisure Co
TNL
$4.72B
| – | – |
-7,562
| Closed | -$391K |
|
|
TWX
586
DELISTED
Time Warner Inc
TWX
| – | – |
-24,165
| Closed | -$2.29M |
|
|
MON
587
DELISTED
Monsanto Co
MON
| – | – |
-13,835
| Closed | -$1.61M |
|
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.