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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
-12.59%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.24B
AUM Growth
-$81.3M
Cap. Flow
+$113M
Cap. Flow %
9.1%
Top 10 Hldgs %
20.23%
Holding
602
New
12
Increased
550
Reduced
24
Closed
14

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.12M
2
MSFT icon
Microsoft
MSFT
+$4.04M
3
AMZN icon
Amazon
AMZN
+$3.81M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.94M
5
META icon
Meta Platforms (Facebook)
META
+$1.94M

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$3.48M
2
ESRX
Express Scripts Holding Company
ESRX
+$2.81M
3
PX
Praxair Inc
PX
+$2.43M
4
COL
Rockwell Collins
COL
+$1.21M
5
CA
CA, Inc.
CA
+$794K

Sector Composition

Rank Sector Weight
1 Technology 18.1%
2 Financials 15.34%
3 Healthcare 15.04%
4 Consumer Discretionary 10.43%
5 Communication Services 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PX
601
DELISTED
Praxair Inc
PX
– –
-15,105
Closed -$2.43M
CA
602
DELISTED
CA, Inc.
CA
– –
-17,984
Closed -$794K
21 22 23 24
25

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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 Q4 2018 Portfolio in Review

As of Q4 2018, IFM Investors held 602 positions worth $1.24B, down 6.2% from $1.32B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

IFM Investors deployed $113M of net new capital in Q4 2018, opening 12 new positions and adding to 550 existing holdings. Its largest new stake was Wellcare Health Plans, Inc.: 2,789 shares worth $658K.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Crown Holdings, an estimated $50.7K trimmed.

  • IFM Investors's largest Q4 2018 buy was Wellcare Health Plans, Inc.: 2,789 shares worth $658K.
  • IFM Investors added most to Apple in Q4 2018, an estimated $4.12M increase.
  • IFM Investors's biggest Q4 2018 reduction was Crown Holdings, cutting an estimated $50.7K.
  • IFM Investors fully exited Aetna Inc in Q4 2018, selling an estimated $3.48M.
  • IFM Investors's ten largest holdings make up 20% of its $1.24B portfolio in Q4 2018.
  • IFM Investors opened 12 new positions and closed 14 in Q4 2018.
  • IFM Investors's portfolio value fell 6.2% quarter-over-quarter to $1.24B.

Based on IFM Investors's 13F filing for Q4 2018, filed 23 Jan 2019.