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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
S
576
DELISTED
Sprint Corporation
S
$288K 0.02%
50,928
– –
UAL icon
577
United Airlines
UAL
$42B
$287K 0.02%
3,595
+393
+12% +$33.2K
AYI icon
578
Acuity Brands
AYI
$10.8B
$277K 0.02%
2,307
– –
MAT icon
579
Mattel
MAT
$4.2B
$275K 0.02%
21,148
-1,458
-6% -$19.5K
GT icon
580
Goodyear
GT
$1.89B
$263K 0.02%
14,482
-1,448
-9% -$28.2K
PII icon
581
Polaris
PII
$4.03B
$259K 0.02%
3,064
– –
UHAL icon
582
U-Haul Holding Co
UHAL
$14.8B
$258K 0.02%
6,950
– –
OC icon
583
Owens Corning
OC
$12.2B
$244K 0.02%
5,182
– –
ONC
584
BeOne Medicines Ltd
ONC
$38.5B
$241K 0.02%
1,823
– –
Z icon
585
Zillow
Z
$7.49B
$236K 0.02%
6,792
– –
BHF icon
586
Brighthouse Financial
BHF
$3.48B
$234K 0.02%
+6,448
New +$242K
PAGP icon
587
Plains GP Holdings
PAGP
$4.94B
$231K 0.01%
+9,264
New +$219K
CLR
588
DELISTED
CONTINENTAL RESOURCES INC.
CLR
$224K 0.01%
5,008
– –
KNX icon
589
Knight Transportation
KNX
$11.4B
$221K 0.01%
+6,756
New +$215K
AAL icon
590
American Airlines Group
AAL
$10.6B
$209K 0.01%
6,580
-605
-8% -$20.3K
EQH icon
591
Equitable Holdings
EQH
$14.1B
$209K 0.01%
10,389
– –
VISN
592
Vistance Networks Inc
VISN
$2.41B
$208K 0.01%
+9,595
New +$202K
BPYU
593
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
$206K 0.01%
10,031
– –
PCG icon
594
PG&E
PCG
$38.5B
– –
-30,011
Closed -$713K
TFCFA
595
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
– –
-59,411
Closed -$2.86M
TFCF
596
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
– –
-27,003
Closed -$1.29M
SCG
597
DELISTED
Scana
SCG
– –
-7,940
Closed -$379K
20 21 22 23
24

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IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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.