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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
+0.05%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$695M
AUM Growth
+$61.6M
Cap. Flow
+$70.6M
Cap. Flow %
10.16%
Top 10 Hldgs %
20.06%
Holding
527
New
26
Increased
449
Reduced
9
Closed
3

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.61M
2
MSFT icon
Microsoft
MSFT
+$2.11M
3
AMZN icon
Amazon
AMZN
+$1.88M
4
META icon
Meta Platforms (Facebook)
META
+$1.41M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.14M

Top Sells

Rank Stock Value
1
QVCGA
QVC Group Inc Series A
QVCGA
+$369K
2
MRVL icon
Marvell Technology
MRVL
+$237K
3
WBC
WABCO HOLDINGS INC.
WBC
+$213K
4
BRX icon
Brixmor Property Group
BRX
+$195K
5
WU icon
Western Union
WU
+$58.7K

Sector Composition

Rank Sector Weight
1 Technology 17.65%
2 Financials 17.08%
3 Healthcare 13.26%
4 Communication Services 10.33%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
51
Goldman Sachs
GS
$304B
$2.81M 0.4%
11,171
+960
+9% +$250K
SLB icon
52
SLB Ltd
SLB
$77.1B
$2.79M 0.4%
43,117
+4,216
+11% +$294K
CAT icon
53
Caterpillar
CAT
$400B
$2.71M 0.39%
18,406
+1,816
+11% +$287K
NKE icon
54
Nike
NKE
$62.2B
$2.71M 0.39%
40,809
+4,034
+11% +$266K
PYPL icon
55
PayPal
PYPL
$50.1B
$2.69M 0.39%
35,385
+3,516
+11% +$279K
USB icon
56
US Bancorp
USB
$99.5B
$2.63M 0.38%
51,971
+4,830
+10% +$264K
SBUX icon
57
Starbucks
SBUX
$119B
$2.57M 0.37%
44,357
+3,862
+10% +$223K
TMO icon
58
Thermo Fisher Scientific
TMO
$212B
$2.57M 0.37%
12,429
+1,267
+11% +$266K
COST icon
59
Costco
COST
$419B
$2.56M 0.37%
13,592
+1,302
+11% +$246K
QCOM icon
60
Qualcomm
QCOM
$168B
$2.53M 0.36%
45,676
+4,349
+11% +$277K
CRM icon
61
Salesforce
CRM
$152B
$2.47M 0.36%
21,245
+2,181
+11% +$250K
NEE icon
62
NextEra Energy
NEE
$176B
$2.39M 0.34%
58,600
+5,724
+11% +$221K
LLY icon
63
Eli Lilly
LLY
$1.05T
$2.39M 0.34%
30,892
+3,053
+11% +$246K
LMT icon
64
Lockheed Martin
LMT
$134B
$2.34M 0.34%
6,923
+766
+12% +$261K
MS icon
65
Morgan Stanley
MS
$340B
$2.29M 0.33%
42,408
+3,647
+9% +$202K
TWX
66
DELISTED
Time Warner Inc
TWX
$2.29M 0.33%
24,165
+2,434
+11% +$229K
LOW icon
67
Lowe's Companies
LOW
$121B
$2.27M 0.33%
25,869
+2,418
+10% +$229K
PNC icon
68
PNC Financial Services
PNC
$101B
$2.25M 0.32%
14,897
+1,383
+10% +$215K
UPS icon
69
United Parcel Service
UPS
$88.1B
$2.25M 0.32%
21,482
+2,127
+11% +$246K
COP icon
70
ConocoPhillips
COP
$141B
$2.21M 0.32%
37,345
+3,157
+9% +$179K
CELG
71
DELISTED
Celgene Corp
CELG
$2.18M 0.31%
24,474
+2,559
+12% +$246K
AXP icon
72
American Express
AXP
$232B
$2.15M 0.31%
23,057
+1,939
+9% +$188K
PM icon
73
Philip Morris
PM
$294B
$2.13M 0.31%
21,391
+4,647
+28% +$484K
BLK icon
74
Blackrock
BLK
$174B
$2.04M 0.29%
3,756
+349
+10% +$192K
AMT icon
75
American Tower
AMT
$79.7B
$1.98M 0.28%
13,594
+1,491
+12% +$210K
1 2
3
4 5

Similar funds

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 2018 Portfolio in Review

As of Q1 2018, IFM Investors held 527 positions worth $695M, up 9.7% from $633M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

IFM Investors deployed $70.6M of net new capital in Q1 2018, opening 26 new positions and adding to 449 existing holdings. Its largest new stake was Spirit AeroSystems: 3,726 shares worth $312K.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Marvell Technology, an estimated $237K trimmed.

  • IFM Investors's largest Q1 2018 buy was Spirit AeroSystems: 3,726 shares worth $312K.
  • IFM Investors added most to Apple in Q1 2018, an estimated $2.61M increase.
  • IFM Investors's biggest Q1 2018 reduction was Marvell Technology, cutting an estimated $237K.
  • IFM Investors fully exited QVC Group Inc Series A in Q1 2018, selling an estimated $369K.
  • IFM Investors's ten largest holdings make up 20% of its $695M portfolio in Q1 2018.
  • IFM Investors opened 26 new positions and closed 3 in Q1 2018.
  • IFM Investors's portfolio value rose 9.7% quarter-over-quarter to $695M.

Based on IFM Investors's 13F filing for Q1 2018, filed 11 May 2018.