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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
+0.05%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$695M
AUM Growth
+$61.6M
(+9.7%)
Cap. Flow
+$70.6M
Cap. Flow
% of AUM
10.16%
Top 10 Holdings %
Top 10 Hldgs %
20.06%
Holding
527
New
26
Increased
449
Reduced
9
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$2.61M |
| 2 |
Microsoft
MSFT
|
+$2.11M |
| 3 |
Amazon
AMZN
|
+$1.88M |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.41M |
| 5 |
Johnson & Johnson
JNJ
|
+$1.14M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
QVCGA
QVC Group Inc Series A
QVCGA
|
+$369K |
| 2 |
Marvell Technology
MRVL
|
+$237K |
| 3 |
WBC
WABCO HOLDINGS INC.
WBC
|
+$213K |
| 4 |
Brixmor Property Group
BRX
|
+$195K |
| 5 |
Western Union
WU
|
+$58.7K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.65% |
| 2 | Financials | 17.08% |
| 3 | Healthcare | 13.26% |
| 4 | Communication Services | 10.33% |
| 5 | Consumer Discretionary | 10.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Occidental Petroleum
OXY
$56B
| $1.54M | 0.22% |
23,666
+2,296
| +11% | +$161K |
|
102
S&P Global
SPGI
$119B
| $1.52M | 0.22% |
7,960
+743
| +10% | +$137K |
|
103
Illinois Tool Works
ITW
$84.8B
| $1.52M | 0.22% |
9,704
+893
| +10% | +$148K |
|
104
General Dynamics
GD
$105B
| $1.5M | 0.22% |
6,809
+762
| +13% | +$166K |
|
105
American International
AIG
$42.4B
| $1.5M | 0.22% |
27,593
+2,607
| +10% | +$154K |
|
106
Simon Property Group
SPG
$71.9B
| $1.5M | 0.22% |
9,698
+956
| +11% | +$152K |
|
|
ATVI
107
DELISTED
Activision Blizzard
ATVI
| $1.5M | 0.22% |
22,182
+2,188
| +11% | +$154K |
|
108
CSX Corp
CSX
$93.9B
| $1.49M | 0.21% |
80,046
+3,225
| +4% | +$60.3K |
|
109
Cognizant
CTSH
$25.6B
| $1.48M | 0.21% |
18,319
+1,747
| +11% | +$138K |
|
110
General Motors
GM
$76.3B
| $1.45M | 0.21% |
39,910
+3,133
| +9% | +$127K |
|
111
Intuitive Surgical
ISRG
$132B
| $1.44M | 0.21% |
10,443
+1,095
| +12% | +$153K |
|
112
Capital One
COF
$135B
| $1.44M | 0.21% |
14,979
+1,516
| +11% | +$151K |
|
113
Crown Castle
CCI
$31.9B
| $1.41M | 0.2% |
12,871
+1,474
| +13% | +$160K |
|
114
Southern Company
SO
$107B
| $1.39M | 0.2% |
31,186
+3,086
| +11% | +$137K |
|
115
Prudential Financial
PRU
$41.9B
| $1.37M | 0.2% |
13,192
+1,232
| +10% | +$139K |
|
116
Emerson Electric
EMR
$87.5B
| $1.36M | 0.2% |
19,984
+2,014
| +11% | +$143K |
|
117
Dominion Energy
D
$58.8B
| $1.35M | 0.19% |
20,079
+1,928
| +11% | +$142K |
|
118
Deere & Co
DE
$166B
| $1.32M | 0.19% |
8,527
+839
| +11% | +$136K |
|
119
Intercontinental Exchange
ICE
$84.1B
| $1.32M | 0.19% |
18,230
+1,699
| +10% | +$124K |
|
120
Marriott International
MAR
$93.8B
| $1.32M | 0.19% |
9,701
+791
| +9% | +$111K |
|
|
MRSH
121
Marsh
MRSH
$92.2B
| $1.32M | 0.19% |
15,950
+1,479
| +10% | +$123K |
|
122
Intuit
INTU
$88.1B
| $1.3M | 0.19% |
7,523
+745
| +11% | +$125K |
|
123
Phillips 66
PSX
$82B
| $1.3M | 0.19% |
13,550
+1,329
| +11% | +$129K |
|
124
Ford
F
$55B
| $1.29M | 0.19% |
116,606
+10,989
| +10% | +$124K |
|
125
Cigna
CI
$72.7B
| $1.29M | 0.19% |
7,697
+632
| +9% | +$123K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
IFM Investors's Q1 2018 Portfolio in Review
As of Q1 2018, IFM Investors held 527 positions worth $695M, up 9.7% from $633M the previous quarter. Its ten largest holdings account for 20% of the portfolio.
IFM Investors deployed $70.6M of net new capital in Q1 2018, opening 26 new positions and adding to 449 existing holdings. Its largest new stake was Spirit AeroSystems: 3,726 shares worth $312K.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Marvell Technology, an estimated $237K trimmed.
- IFM Investors's largest Q1 2018 buy was Spirit AeroSystems: 3,726 shares worth $312K.
- IFM Investors added most to Apple in Q1 2018, an estimated $2.61M increase.
- IFM Investors's biggest Q1 2018 reduction was Marvell Technology, cutting an estimated $237K.
- IFM Investors fully exited QVC Group Inc Series A in Q1 2018, selling an estimated $369K.
- IFM Investors's ten largest holdings make up 20% of its $695M portfolio in Q1 2018.
- IFM Investors opened 26 new positions and closed 3 in Q1 2018.
- IFM Investors's portfolio value rose 9.7% quarter-over-quarter to $695M.
Based on IFM Investors's 13F filing for Q1 2018, filed 11 May 2018.