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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
+8.08%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.32B
AUM Growth
+$259M
Cap. Flow
+$181M
Cap. Flow %
13.72%
Top 10 Hldgs %
21.24%
Holding
593
New
11
Increased
572
Reduced
6
Closed
3

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.2M
2
AMZN icon
Amazon
AMZN
+$5.92M
3
MSFT icon
Microsoft
MSFT
+$5.87M
4
META icon
Meta Platforms (Facebook)
META
+$3.29M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.79M

Top Sells

Rank Stock Value
1
ANDV
Andeavor
ANDV
+$886K
2
XL
XL Group Ltd.
XL
+$689K
3
GGP
GGP Inc.
GGP
+$576K
4
NWSA icon
News Corp Class A
NWSA
+$85.4K
5
ROL icon
Rollins
ROL
+$79.6K

Sector Composition

Rank Sector Weight
1 Technology 19.17%
2 Financials 15.61%
3 Healthcare 14.06%
4 Consumer Discretionary 10.62%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$1.99T
$5.35M 0.41%
216,840
+31,200
+17% +$700K
BMY icon
52
Bristol-Myers Squibb
BMY
$130B
$5.35M 0.41%
86,156
+12,296
+17% +$730K
QCOM icon
53
Qualcomm
QCOM
$165B
$5.35M 0.41%
74,228
+7,353
+11% +$484K
GILD icon
54
Gilead Sciences
GILD
$164B
$5.29M 0.4%
68,466
+9,342
+16% +$706K
PYPL icon
55
PayPal
PYPL
$49.6B
$5.24M 0.4%
59,601
+8,028
+16% +$707K
GE icon
56
GE Aerospace
GE
$396B
$5.18M 0.39%
95,789
+13,673
+17% +$843K
TMO icon
57
Thermo Fisher Scientific
TMO
$214B
$5.17M 0.39%
21,174
+3,054
+17% +$703K
BKNG icon
58
Booking.com
BKNG
$160B
$5.03M 0.38%
63,425
+8,775
+16% +$691K
LOW icon
59
Lowe's Companies
LOW
$123B
$4.97M 0.38%
43,321
+5,820
+16% +$606K
CAT icon
60
Caterpillar
CAT
$401B
$4.82M 0.37%
31,594
+4,527
+17% +$640K
COP icon
61
ConocoPhillips
COP
$140B
$4.79M 0.36%
61,824
+8,419
+16% +$607K
SLB icon
62
SLB Ltd
SLB
$74.1B
$4.44M 0.34%
72,932
+10,437
+17% +$672K
PM icon
63
Philip Morris
PM
$294B
$4.43M 0.34%
54,348
+11,219
+26% +$921K
USB icon
64
US Bancorp
USB
$100B
$4.34M 0.33%
82,169
+11,223
+16% +$595K
LMT icon
65
Lockheed Martin
LMT
$133B
$4.26M 0.32%
12,325
+1,821
+17% +$588K
UPS icon
66
United Parcel Service
UPS
$91.5B
$4.25M 0.32%
36,385
+5,410
+17% +$637K
GS icon
67
Goldman Sachs
GS
$313B
$4.24M 0.32%
18,918
+2,633
+16% +$612K
CVS icon
68
CVS Health
CVS
$126B
$4.23M 0.32%
53,726
+7,721
+17% +$552K
NEE icon
69
NextEra Energy
NEE
$179B
$4.15M 0.32%
99,104
+14,244
+17% +$606K
SBUX icon
70
Starbucks
SBUX
$121B
$4.14M 0.31%
72,772
+9,139
+14% +$483K
AXP icon
71
American Express
AXP
$236B
$4.11M 0.31%
38,618
+5,461
+16% +$568K
MO icon
72
Altria Group
MO
$114B
$3.99M 0.3%
66,204
+13,555
+26% +$805K
BIIB icon
73
Biogen
BIIB
$30.5B
$3.93M 0.3%
11,124
+1,592
+17% +$548K
EOG icon
74
EOG Resources
EOG
$71.5B
$3.89M 0.3%
30,504
+4,326
+17% +$526K
TJX icon
75
TJX Companies
TJX
$177B
$3.69M 0.28%
65,806
+8,948
+16% +$460K
1 2
3
4 5

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IA
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AT
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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
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Mawer Investment Management
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IFM Investors's Q3 2018 Portfolio in Review

As of Q3 2018, IFM Investors held 593 positions worth $1.32B, up 24% from $1.06B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

IFM Investors deployed $181M of net new capital in Q3 2018, opening 11 new positions and adding to 572 existing holdings. Its largest new stake was Athene Holding Ltd. Class A Common Shares: 6,529 shares worth $337K.

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 News Corp Class A, an estimated $85.4K trimmed.

  • IFM Investors's largest Q3 2018 buy was Athene Holding Ltd. Class A Common Shares: 6,529 shares worth $337K.
  • IFM Investors added most to Apple in Q3 2018, an estimated $6.2M increase.
  • IFM Investors's biggest Q3 2018 reduction was News Corp Class A, cutting an estimated $85.4K.
  • IFM Investors fully exited Andeavor in Q3 2018, selling an estimated $886K.
  • IFM Investors's ten largest holdings make up 21% of its $1.32B portfolio in Q3 2018.
  • IFM Investors opened 11 new positions and closed 3 in Q3 2018.
  • IFM Investors's portfolio value rose 24% quarter-over-quarter to $1.32B.

Based on IFM Investors's 13F filing for Q3 2018, filed 22 Oct 2018.