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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
Cap. Flow
+$338M
Cap. Flow %
31.95%
Top 10 Hldgs %
20.63%
Holding
587
New
63
Increased
518
Reduced
1
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$12.7M
2
MSFT icon
Microsoft
MSFT
+$9.99M
3
AMZN icon
Amazon
AMZN
+$9.36M
4
META icon
Meta Platforms (Facebook)
META
+$6.19M
5
JPM icon
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
KDP icon
Keurig Dr Pepper
KDP
+$681K
4
TNL icon
Travel + Leisure Co
TNL
+$391K
5
DBRG icon
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
RTX icon
51
RTX Corp
RTX
$292B
$4.29M 0.41%
54,514
+17,001
+45% +$1.33M
CRM icon
52
Salesforce
CRM
$152B
$4.23M 0.4%
30,980
+9,735
+46% +$1.24M
SLB icon
53
SLB Ltd
SLB
$73.2B
$4.19M 0.4%
62,495
+19,378
+45% +$1.33M
GILD icon
54
Gilead Sciences
GILD
$163B
$4.19M 0.4%
59,124
+18,536
+46% +$1.31M
COST icon
55
Costco
COST
$423B
$4.14M 0.39%
19,819
+6,227
+46% +$1.23M
BMY icon
56
Bristol-Myers Squibb
BMY
$134B
$4.09M 0.39%
73,860
+22,871
+45% +$1.24M
LLY icon
57
Eli Lilly
LLY
$1,000B
$3.8M 0.36%
44,529
+13,637
+44% +$1.12M
QCOM icon
58
Qualcomm
QCOM
$159B
$3.75M 0.35%
66,875
+21,199
+46% +$1.18M
TMO icon
59
Thermo Fisher Scientific
TMO
$213B
$3.75M 0.35%
18,120
+5,691
+46% +$1.21M
COP icon
60
ConocoPhillips
COP
$145B
$3.72M 0.35%
53,405
+16,060
+43% +$1.07M
CAT icon
61
Caterpillar
CAT
$382B
$3.67M 0.35%
27,067
+8,661
+47% +$1.29M
GS icon
62
Goldman Sachs
GS
$303B
$3.59M 0.34%
16,285
+5,114
+46% +$1.22M
LOW icon
63
Lowe's Companies
LOW
$119B
$3.58M 0.34%
37,501
+11,632
+45% +$1.05M
USB icon
64
US Bancorp
USB
$99.6B
$3.55M 0.34%
70,946
+18,975
+37% +$963K
NEE icon
65
NextEra Energy
NEE
$181B
$3.54M 0.33%
84,860
+26,260
+45% +$1.06M
PM icon
66
Philip Morris
PM
$292B
$3.48M 0.33%
43,129
+21,738
+102% +$1.84M
UPS icon
67
United Parcel Service
UPS
$90.8B
$3.29M 0.31%
30,975
+9,493
+44% +$1.07M
EOG icon
68
EOG Resources
EOG
$77.6B
$3.26M 0.31%
26,178
+8,178
+45% +$950K
AXP icon
69
American Express
AXP
$233B
$3.25M 0.31%
33,157
+10,100
+44% +$992K
SBUX icon
70
Starbucks
SBUX
$118B
$3.11M 0.29%
63,633
+19,276
+43% +$1.09M
LMT icon
71
Lockheed Martin
LMT
$135B
$3.1M 0.29%
10,504
+3,581
+52% +$1.16M
MO icon
72
Altria Group
MO
$114B
$2.99M 0.28%
52,649
+26,369
+100% +$1.52M
CVS icon
73
CVS Health
CVS
$134B
$2.96M 0.28%
46,005
+14,487
+46% +$955K
OXY icon
74
Occidental Petroleum
OXY
$55.2B
$2.89M 0.27%
34,533
+10,867
+46% +$868K
MS icon
75
Morgan Stanley
MS
$332B
$2.89M 0.27%
60,950
+18,542
+44% +$969K
1 2
3
4 5

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IA
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AT
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UM
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FCAS
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RFC
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GF
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Verition Fund Management
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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.