We are live on ! Find out more
II

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
SPG icon
101
Simon Property Group
SPG
$71.9B
$2.89M 0.22%
16,329
+1,916
+13% +$339K
CHTR icon
102
Charter Communications
CHTR
$18.8B
$2.88M 0.22%
8,838
+1,214
+16% +$371K
ILMN icon
103
Illumina
ILMN
$29.3B
$2.85M 0.22%
7,970
+1,152
+17% +$369K
ESRX
104
DELISTED
Express Scripts Holding Company
ESRX
$2.81M 0.21%
29,622
+4,044
+16% +$345K
BSX icon
105
Boston Scientific
BSX
$71.4B
$2.79M 0.21%
72,564
+10,259
+16% +$358K
MU icon
106
Micron Technology
MU
$996B
$2.77M 0.21%
61,223
+8,954
+17% +$452K
NOC icon
107
Northrop Grumman
NOC
$80.7B
$2.76M 0.21%
8,685
+1,181
+16% +$360K
BNY
108
Bank of New York Mellon
BNY
$108B
$2.72M 0.21%
53,353
+7,705
+17% +$405K
NSC icon
109
Norfolk Southern
NSC
$76.9B
$2.68M 0.2%
14,836
+2,089
+16% +$357K
CI icon
110
Cigna
CI
$72.7B
$2.66M 0.2%
12,788
+1,768
+16% +$328K
PSX icon
111
Phillips 66
PSX
$82.4B
$2.62M 0.2%
23,215
+3,268
+16% +$378K
VLO icon
112
Valero Energy
VLO
$87.2B
$2.58M 0.2%
22,724
+3,139
+16% +$356K
VRTX icon
113
Vertex Pharmaceuticals
VRTX
$123B
$2.57M 0.2%
13,355
+1,954
+17% +$348K
SPGI icon
114
S&P Global
SPGI
$119B
$2.57M 0.2%
13,162
+1,756
+15% +$362K
TFCFA
115
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$2.54M 0.19%
54,855
+5,918
+12% +$271K
EMR icon
116
Emerson Electric
EMR
$87.5B
$2.53M 0.19%
33,077
+4,256
+15% +$314K
AIG icon
117
American International
AIG
$42.4B
$2.52M 0.19%
47,316
+6,688
+16% +$359K
GD icon
118
General Dynamics
GD
$105B
$2.47M 0.19%
12,081
+1,764
+17% +$345K
DE icon
119
Deere & Co
DE
$166B
$2.45M 0.19%
16,284
+2,377
+17% +$341K
HUM icon
120
Humana
HUM
$44.1B
$2.44M 0.19%
7,220
+1,002
+16% +$326K
COF icon
121
Capital One
COF
$135B
$2.44M 0.19%
25,735
+3,670
+17% +$357K
PX
122
DELISTED
Praxair Inc
PX
$2.43M 0.18%
15,105
+2,085
+16% +$335K
CCI icon
123
Crown Castle
CCI
$32.7B
$2.42M 0.18%
21,709
+3,289
+18% +$366K
D icon
124
Dominion Energy
D
$58.8B
$2.4M 0.18%
34,215
+4,932
+17% +$349K
CTSH icon
125
Cognizant
CTSH
$25.6B
$2.38M 0.18%
30,837
+4,387
+17% +$343K
3 4
5
6 7

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.