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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
ELV icon
76
Elevance Health
ELV
$84.9B
$3.67M 0.28%
13,383
+1,798
+16% +$467K
BDX icon
77
Becton Dickinson
BDX
$48.8B
$3.66M 0.28%
14,374
+2,062
+17% +$508K
DHR icon
78
Danaher
DHR
$141B
$3.59M 0.27%
37,286
+5,458
+17% +$497K
ADP icon
79
Automatic Data Processing
ADP
$109B
$3.48M 0.26%
23,134
+3,157
+16% +$447K
AET
80
DELISTED
Aetna Inc
AET
$3.48M 0.26%
17,148
+2,464
+17% +$482K
ISRG icon
81
Intuitive Surgical
ISRG
$132B
$3.43M 0.26%
17,949
+2,718
+18% +$483K
CELG
82
DELISTED
Celgene Corp
CELG
$3.43M 0.26%
38,302
+4,193
+12% +$371K
PNC icon
83
PNC Financial Services
PNC
$101B
$3.41M 0.26%
25,041
+3,737
+18% +$531K
AMT icon
84
American Tower
AMT
$79.8B
$3.37M 0.26%
23,178
+3,288
+17% +$482K
MDLZ icon
85
Mondelez International
MDLZ
$80.1B
$3.33M 0.25%
77,595
+10,610
+16% +$453K
OXY icon
86
Occidental Petroleum
OXY
$55.7B
$3.3M 0.25%
40,141
+5,608
+16% +$453K
MS icon
87
Morgan Stanley
MS
$336B
$3.27M 0.25%
70,305
+9,355
+15% +$457K
CSX icon
88
CSX Corp
CSX
$93.9B
$3.24M 0.25%
131,337
+17,616
+15% +$420K
WBA
89
DELISTED
Walgreens Boots Alliance
WBA
$3.24M 0.25%
44,467
+6,404
+17% +$435K
FDX icon
90
FedEx
FDX
$74.7B
$3.21M 0.24%
13,346
+1,858
+16% +$450K
ATVI
91
DELISTED
Activision Blizzard
ATVI
$3.18M 0.24%
38,218
+5,578
+17% +$423K
SCHW
92
Charles Schwab
SCHW
$187B
$3.15M 0.24%
64,168
+9,395
+17% +$480K
SYK icon
93
Stryker
SYK
$129B
$3.14M 0.24%
17,690
+2,441
+16% +$417K
RTN
94
DELISTED
Raytheon Company
RTN
$3.11M 0.24%
15,043
+2,022
+16% +$403K
MPC icon
95
Marathon Petroleum
MPC
$84B
$3.09M 0.23%
38,690
+16,917
+78% +$1.34M
CME icon
96
CME Group
CME
$95B
$3.04M 0.23%
17,867
+2,579
+17% +$434K
BLK icon
97
Blackrock
BLK
$175B
$2.97M 0.23%
6,297
+883
+16% +$429K
DUK icon
98
Duke Energy
DUK
$96.6B
$2.93M 0.22%
36,655
+4,762
+15% +$385K
CL icon
99
Colgate-Palmolive
CL
$74.1B
$2.9M 0.22%
43,333
+5,977
+16% +$398K
INTU icon
100
Intuit
INTU
$88.1B
$2.89M 0.22%
12,718
+1,771
+16% +$380K
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 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.