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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
COST icon
51
Costco
COST
$417B
$5.16M 0.42%
25,314
+2,209
+10% +$493K
SBUX icon
52
Starbucks
SBUX
$120B
$5.1M 0.41%
79,190
+6,418
+9% +$402K
RTX icon
53
RTX Corp
RTX
$299B
$5.04M 0.41%
75,166
+11,554
+18% +$907K
CVS icon
54
CVS Health
CVS
$127B
$4.91M 0.4%
74,894
+21,168
+39% +$1.58M
BMY icon
55
Bristol-Myers Squibb
BMY
$130B
$4.9M 0.4%
94,295
+8,139
+9% +$437K
BKNG icon
56
Booking.com
BKNG
$160B
$4.77M 0.39%
69,175
+5,750
+9% +$422K
NEE icon
57
NextEra Energy
NEE
$179B
$4.72M 0.38%
108,696
+9,592
+10% +$419K
GILD icon
58
Gilead Sciences
GILD
$163B
$4.69M 0.38%
75,039
+6,573
+10% +$459K
QCOM icon
59
Qualcomm
QCOM
$167B
$4.63M 0.37%
81,300
+7,072
+10% +$429K
NVDA icon
60
NVIDIA
NVDA
$5.37T
$4.49M 0.36%
1,345,280
+128,480
+11% +$615K
CAT icon
61
Caterpillar
CAT
$409B
$4.39M 0.36%
34,546
+2,952
+9% +$384K
LOW icon
62
Lowe's Companies
LOW
$123B
$4.36M 0.35%
47,155
+3,834
+9% +$370K
COP icon
63
ConocoPhillips
COP
$141B
$4.21M 0.34%
67,475
+5,651
+9% +$385K
PM icon
64
Philip Morris
PM
$296B
$4.17M 0.34%
62,446
+8,098
+15% +$676K
CI icon
65
Cigna
CI
$71.2B
$4.16M 0.34%
21,926
+9,138
+71% +$1.91M
USB icon
66
US Bancorp
USB
$100B
$4.09M 0.33%
89,554
+7,385
+9% +$380K
AMT icon
67
American Tower
AMT
$77.7B
$4.03M 0.33%
25,461
+2,283
+10% +$357K
AXP icon
68
American Express
AXP
$236B
$4.03M 0.33%
42,241
+3,623
+9% +$379K
ELV icon
69
Elevance Health
ELV
$84.7B
$3.92M 0.32%
14,908
+1,525
+11% +$419K
UPS icon
70
United Parcel Service
UPS
$91.9B
$3.89M 0.31%
39,870
+3,485
+10% +$378K
CME icon
71
CME Group
CME
$94.9B
$3.86M 0.31%
20,534
+2,667
+15% +$493K
GE icon
72
GE Aerospace
GE
$395B
$3.81M 0.31%
104,955
+9,166
+10% +$414K
MO icon
73
Altria Group
MO
$114B
$3.75M 0.3%
75,984
+9,780
+15% +$567K
DHR icon
74
Danaher
DHR
$139B
$3.74M 0.3%
40,933
+3,647
+10% +$331K
LMT icon
75
Lockheed Martin
LMT
$134B
$3.58M 0.29%
13,692
+1,367
+11% +$415K
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 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.