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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
(+52%)
Cap. Flow
+$338M
Cap. Flow
% of AUM
31.95%
Top 10 Holdings %
Top 10 Hldgs %
20.63%
Holding
587
New
63
Increased
518
Reduced
1
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$12.7M |
| 2 |
Microsoft
MSFT
|
+$9.99M |
| 3 |
Amazon
AMZN
|
+$9.36M |
| 4 |
Meta Platforms (Facebook)
META
|
+$6.19M |
| 5 |
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 |
Keurig Dr Pepper
KDP
|
+$681K |
| 4 |
Travel + Leisure Co
TNL
|
+$391K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
CSX Corp
CSX
$94B
| $2.42M | 0.23% |
113,721
+33,675
| +42% | +$693K |
|
102
S&P Global
SPGI
$122B
| $2.33M | 0.22% |
11,406
+3,446
| +43% | +$681K |
|
103
Northrop Grumman
NOC
$78.7B
| $2.31M | 0.22% |
7,504
+2,331
| +45% | +$771K |
|
|
WBA
104
DELISTED
Walgreens Boots Alliance
WBA
| $2.28M | 0.22% |
38,063
+11,548
| +44% | +$743K |
|
105
General Motors
GM
$77.4B
| $2.26M | 0.21% |
57,274
+17,364
| +44% | +$684K |
|
106
Phillips 66
PSX
$82.6B
| $2.24M | 0.21% |
19,947
+6,397
| +47% | +$719K |
|
107
Intuit
INTU
$87.8B
| $2.24M | 0.21% |
10,947
+3,424
| +46% | +$657K |
|
108
Charter Communications
CHTR
$18B
| $2.23M | 0.21% |
7,624
+1,806
| +31% | +$519K |
|
109
Applied Materials
AMAT
$434B
| $2.21M | 0.21% |
47,783
+14,778
| +45% | +$762K |
|
110
Valero Energy
VLO
$88.7B
| $2.17M | 0.21% |
19,585
+5,948
| +44% | +$667K |
|
111
American International
AIG
$42B
| $2.15M | 0.2% |
40,628
+13,035
| +47% | +$705K |
|
112
Cognizant
CTSH
$24.8B
| $2.09M | 0.2% |
26,450
+8,131
| +44% | +$639K |
|
113
Southern Company
SO
$107B
| $2.09M | 0.2% |
45,086
+13,900
| +45% | +$622K |
|
|
PX
114
DELISTED
Praxair Inc
PX
| $2.06M | 0.19% |
13,020
+4,106
| +46% | +$634K |
|
115
Boston Scientific
BSX
$70.7B
| $2.04M | 0.19% |
62,305
+18,918
| +44% | +$571K |
|
116
Capital One
COF
$136B
| $2.03M | 0.19% |
22,065
+7,086
| +47% | +$671K |
|
117
Dominion Energy
D
$60.7B
| $2M | 0.19% |
29,283
+9,204
| +46% | +$599K |
|
118
Emerson Electric
EMR
$87B
| $1.99M | 0.19% |
28,821
+8,837
| +44% | +$621K |
|
119
Tesla
TSLA
$1.29T
| $1.99M | 0.19% |
87,030
+24,555
| +39% | +$499K |
|
120
Crown Castle
CCI
$34B
| $1.99M | 0.19% |
18,420
+5,549
| +43% | +$576K |
|
|
ESRX
121
DELISTED
Express Scripts Holding Company
ESRX
| $1.98M | 0.19% |
25,578
+7,916
| +45% | +$594K |
|
122
Electronic Arts
EA
$53B
| $1.96M | 0.18% |
13,878
+4,375
| +46% | +$568K |
|
123
Deere & Co
DE
$167B
| $1.94M | 0.18% |
13,907
+5,380
| +63% | +$793K |
|
124
Vertex Pharmaceuticals
VRTX
$121B
| $1.94M | 0.18% |
11,401
+3,525
| +45% | +$546K |
|
125
Illinois Tool Works
ITW
$84.8B
| $1.94M | 0.18% |
13,966
+4,262
| +44% | +$631K |
|
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UM
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RFC
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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.