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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
+14.42%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.56B
AUM Growth
+$322M
(+26%)
Cap. Flow
+$151M
Cap. Flow
% of AUM
9.67%
Top 10 Holdings %
Top 10 Hldgs %
20.63%
Holding
597
New
9
Increased
468
Reduced
24
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$5.47M |
| 2 |
Amazon
AMZN
|
+$4.88M |
| 3 |
Apple
AAPL
|
+$4.79M |
| 4 |
Walt Disney
DIS
|
+$3.45M |
| 5 |
Meta Platforms (Facebook)
META
|
+$2.57M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$2.86M |
| 2 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
+$1.29M |
| 3 |
PG&E
PCG
|
+$713K |
| 4 |
Dell
DELL
|
+$533K |
| 5 |
SCG
Scana
SCG
|
+$379K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.94% |
| 2 | Financials | 14.93% |
| 3 | Healthcare | 14.12% |
| 4 | Consumer Discretionary | 10.54% |
| 5 | Communication Services | 10.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CELG
76
DELISTED
Celgene Corp
CELG
| $4.35M | 0.28% |
46,093
+4,511
| +11% | +$395K |
|
77
TJX Companies
TJX
$179B
| $4.33M | 0.28% |
81,400
+9,645
| +13% | +$481K |
|
78
Stryker
SYK
$129B
| $4.29M | 0.28% |
21,747
+2,312
| +12% | +$416K |
|
79
Becton Dickinson
BDX
$48.8B
| $4.29M | 0.28% |
17,618
+1,812
| +11% | +$428K |
|
80
Goldman Sachs
GS
$301B
| $4.24M | 0.27% |
22,079
+1,325
| +6% | +$256K |
|
81
Intuitive Surgical
ISRG
$132B
| $4.23M | 0.27% |
22,260
+2,526
| +13% | +$449K |
|
82
Intuit
INTU
$88.1B
| $4.16M | 0.27% |
15,894
+1,809
| +13% | +$418K |
|
83
SLB Ltd
SLB
$76.5B
| $4.12M | 0.26% |
94,606
+14,900
| +19% | +$644K |
|
84
Duke Energy
DUK
$96.6B
| $4.1M | 0.26% |
45,509
+4,639
| +11% | +$409K |
|
85
Cigna
CI
$72.7B
| $4.04M | 0.26% |
25,099
+3,173
| +14% | +$579K |
|
86
CSX Corp
CSX
$93.9B
| $3.96M | 0.25% |
158,997
+15,975
| +11% | +$370K |
|
87
CME Group
CME
$95B
| $3.83M | 0.25% |
23,258
+2,724
| +13% | +$482K |
|
88
PNC Financial Services
PNC
$101B
| $3.73M | 0.24% |
30,429
+3,574
| +13% | +$443K |
|
89
Charter Communications
CHTR
$18.8B
| $3.71M | 0.24% |
10,699
+1,122
| +12% | +$370K |
|
90
Dominion Energy
D
$58.8B
| $3.69M | 0.24% |
48,179
+10,768
| +29% | +$786K |
|
91
Morgan Stanley
MS
$336B
| $3.69M | 0.24% |
87,394
+10,648
| +14% | +$448K |
|
92
EOG Resources
EOG
$71.4B
| $3.68M | 0.24% |
38,690
+5,216
| +16% | +$497K |
|
93
Simon Property Group
SPG
$71.9B
| $3.68M | 0.24% |
20,193
+2,262
| +13% | +$402K |
|
94
Colgate-Palmolive
CL
$74.1B
| $3.67M | 0.24% |
53,549
+6,036
| +13% | +$390K |
|
95
S&P Global
SPGI
$119B
| $3.48M | 0.22% |
16,530
+1,977
| +14% | +$383K |
|
96
Boston Scientific
BSX
$71.4B
| $3.45M | 0.22% |
90,005
+10,276
| +13% | +$392K |
|
97
Crown Castle
CCI
$31.9B
| $3.45M | 0.22% |
26,975
+3,208
| +13% | +$376K |
|
|
SCHW
98
Charles Schwab
SCHW
$187B
| $3.45M | 0.22% |
80,619
+10,293
| +15% | +$465K |
|
|
RTN
99
DELISTED
Raytheon Company
RTN
| $3.42M | 0.22% |
18,771
+2,262
| +14% | +$394K |
|
100
Southern Company
SO
$107B
| $3.38M | 0.22% |
65,387
+7,218
| +12% | +$354K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
IFM Investors's Q1 2019 Portfolio in Review
As of Q1 2019, IFM Investors held 597 positions worth $1.56B, up 26% from $1.24B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
IFM Investors deployed $151M of net new capital in Q1 2019, opening 9 new positions and adding to 468 existing holdings. Its largest new stake was Fox Class A: 22,720 shares worth $834K.
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 Dell, an estimated $533K trimmed.
- IFM Investors's largest Q1 2019 buy was Fox Class A: 22,720 shares worth $834K.
- IFM Investors added most to Microsoft in Q1 2019, an estimated $5.47M increase.
- IFM Investors's biggest Q1 2019 reduction was Dell, cutting an estimated $533K.
- IFM Investors fully exited Twenty-First Century Fox, Inc. Class A in Q1 2019, selling an estimated $2.86M.
- IFM Investors's ten largest holdings make up 21% of its $1.56B portfolio in Q1 2019.
- IFM Investors opened 9 new positions and closed 4 in Q1 2019.
- IFM Investors's portfolio value rose 26% quarter-over-quarter to $1.56B.
Based on IFM Investors's 13F filing for Q1 2019, filed 18 Apr 2019.