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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
BDX icon
76
Becton Dickinson
BDX
$46.5B
$2.88M 0.27%
12,312
+3,891
+46% +$866K
PNC icon
77
PNC Financial Services
PNC
$101B
$2.88M 0.27%
21,304
+6,407
+43% +$935K
AMT icon
78
American Tower
AMT
$79.7B
$2.87M 0.27%
19,890
+6,296
+46% +$875K
SCHW
79
Charles Schwab
SCHW
$184B
$2.8M 0.26%
54,773
+16,947
+45% +$939K
DHR icon
80
Danaher
DHR
$137B
$2.78M 0.26%
31,828
+9,859
+45% +$878K
BIIB icon
81
Biogen
BIIB
$30B
$2.77M 0.26%
9,532
+2,947
+45% +$829K
ELV icon
82
Elevance Health
ELV
$82B
$2.76M 0.26%
11,585
+3,594
+45% +$832K
MDLZ icon
83
Mondelez International
MDLZ
$78.1B
$2.75M 0.26%
66,985
+20,212
+43% +$812K
MU icon
84
Micron Technology
MU
$989B
$2.74M 0.26%
52,269
+16,356
+46% +$885K
CELG
85
DELISTED
Celgene Corp
CELG
$2.71M 0.26%
34,109
+9,635
+39% +$800K
TJX icon
86
TJX Companies
TJX
$173B
$2.71M 0.26%
56,858
+17,578
+45% +$772K
BLK icon
87
Blackrock
BLK
$177B
$2.7M 0.26%
5,414
+1,658
+44% +$876K
AET
88
DELISTED
Aetna Inc
AET
$2.69M 0.25%
14,684
+4,475
+44% +$798K
ADP icon
89
Automatic Data Processing
ADP
$106B
$2.68M 0.25%
19,977
+6,220
+45% +$788K
FDX icon
90
FedEx
FDX
$73.5B
$2.61M 0.25%
11,488
+3,501
+44% +$867K
SYK icon
91
Stryker
SYK
$129B
$2.58M 0.24%
15,249
+4,720
+45% +$794K
DUK icon
92
Duke Energy
DUK
$95.6B
$2.52M 0.24%
31,893
+9,967
+45% +$767K
RTN
93
DELISTED
Raytheon Company
RTN
$2.52M 0.24%
13,021
+3,935
+43% +$827K
CME icon
94
CME Group
CME
$94B
$2.51M 0.24%
15,288
+4,635
+44% +$757K
ATVI
95
DELISTED
Activision Blizzard
ATVI
$2.49M 0.24%
32,640
+10,458
+47% +$740K
BNY
96
Bank of New York Mellon
BNY
$107B
$2.46M 0.23%
45,648
+13,502
+42% +$745K
SPG icon
97
Simon Property Group
SPG
$73.1B
$2.45M 0.23%
14,413
+4,715
+49% +$750K
TFCFA
98
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$2.43M 0.23%
48,937
+15,250
+45% +$602K
ISRG icon
99
Intuitive Surgical
ISRG
$130B
$2.43M 0.23%
15,231
+4,788
+46% +$730K
CL icon
100
Colgate-Palmolive
CL
$71.8B
$2.42M 0.23%
37,356
+11,208
+43% +$733K
2 3
4
5 6

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 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.