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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
-12.59%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.24B
AUM Growth
-$81.3M
Cap. Flow
+$113M
Cap. Flow %
9.1%
Top 10 Hldgs %
20.23%
Holding
602
New
12
Increased
550
Reduced
24
Closed
14

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.12M
2
MSFT icon
Microsoft
MSFT
+$4.04M
3
AMZN icon
Amazon
AMZN
+$3.81M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.94M
5
META icon
Meta Platforms (Facebook)
META
+$1.94M

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$3.48M
2
ESRX
Express Scripts Holding Company
ESRX
+$2.81M
3
PX
Praxair Inc
PX
+$2.43M
4
COL
Rockwell Collins
COL
+$1.21M
5
CA
CA, Inc.
CA
+$794K

Sector Composition

Rank Sector Weight
1 Technology 18.1%
2 Financials 15.34%
3 Healthcare 15.04%
4 Consumer Discretionary 10.43%
5 Communication Services 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
D icon
101
Dominion Energy
D
$60B
$2.67M 0.22%
37,411
+3,196
+9% +$234K
CELG
102
DELISTED
Celgene Corp
CELG
$2.67M 0.22%
41,582
+3,280
+9% +$242K
DE icon
103
Deere & Co
DE
$165B
$2.65M 0.21%
17,736
+1,452
+9% +$213K
CCI icon
104
Crown Castle
CCI
$32.3B
$2.58M 0.21%
23,767
+2,058
+9% +$226K
SO icon
105
Southern Company
SO
$107B
$2.56M 0.21%
58,169
+5,375
+10% +$244K
ILMN icon
106
Illumina
ILMN
$30.2B
$2.55M 0.21%
8,753
+783
+10% +$243K
RTN
107
DELISTED
Raytheon Company
RTN
$2.53M 0.2%
16,509
+1,466
+10% +$262K
ICE icon
108
Intercontinental Exchange
ICE
$84.1B
$2.5M 0.2%
33,195
+2,946
+10% +$226K
EXC icon
109
Exelon
EXC
$47.1B
$2.49M 0.2%
77,343
+7,174
+10% +$229K
SPGI icon
110
S&P Global
SPGI
$121B
$2.47M 0.2%
14,553
+1,391
+11% +$249K
TSLA icon
111
Tesla
TSLA
$1.27T
$2.47M 0.2%
111,435
+9,780
+10% +$210K
GM icon
112
General Motors
GM
$78.2B
$2.44M 0.2%
72,963
+6,290
+9% +$217K
VRTX icon
113
Vertex Pharmaceuticals
VRTX
$123B
$2.43M 0.2%
14,685
+1,330
+10% +$230K
NSC icon
114
Norfolk Southern
NSC
$76.8B
$2.43M 0.2%
16,227
+1,391
+9% +$229K
MPC icon
115
Marathon Petroleum
MPC
$86.9B
$2.38M 0.19%
40,416
+1,726
+4% +$118K
ZTS icon
116
Zoetis
ZTS
$31.2B
$2.38M 0.19%
27,848
+2,516
+10% +$227K
FDX icon
117
FedEx
FDX
$73.5B
$2.35M 0.19%
14,591
+1,245
+9% +$263K
NOC icon
118
Northrop Grumman
NOC
$79.2B
$2.34M 0.19%
9,542
+857
+10% +$237K
MRSH
119
Marsh
MRSH
$91.4B
$2.31M 0.19%
29,030
+2,625
+10% +$219K
KMB icon
120
Kimberly-Clark
KMB
$37.3B
$2.29M 0.18%
20,059
+1,731
+9% +$192K
HUM icon
121
Humana
HUM
$43.7B
$2.28M 0.18%
7,945
+725
+10% +$230K
ITW icon
122
Illinois Tool Works
ITW
$85.5B
$2.22M 0.18%
17,551
+1,436
+9% +$189K
PSX icon
123
Phillips 66
PSX
$81.2B
$2.2M 0.18%
25,579
+2,364
+10% +$231K
WM icon
124
Waste Management
WM
$89.7B
$2.19M 0.18%
24,555
+2,026
+9% +$182K
ECL icon
125
Ecolab
ECL
$80.3B
$2.18M 0.18%
14,802
+1,338
+10% +$204K
3 4
5
6 7

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IA
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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
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Mawer Investment Management
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IFM Investors's Q4 2018 Portfolio in Review

As of Q4 2018, IFM Investors held 602 positions worth $1.24B, down 6.2% from $1.32B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

IFM Investors deployed $113M of net new capital in Q4 2018, opening 12 new positions and adding to 550 existing holdings. Its largest new stake was Wellcare Health Plans, Inc.: 2,789 shares worth $658K.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Crown Holdings, an estimated $50.7K trimmed.

  • IFM Investors's largest Q4 2018 buy was Wellcare Health Plans, Inc.: 2,789 shares worth $658K.
  • IFM Investors added most to Apple in Q4 2018, an estimated $4.12M increase.
  • IFM Investors's biggest Q4 2018 reduction was Crown Holdings, cutting an estimated $50.7K.
  • IFM Investors fully exited Aetna Inc in Q4 2018, selling an estimated $3.48M.
  • IFM Investors's ten largest holdings make up 20% of its $1.24B portfolio in Q4 2018.
  • IFM Investors opened 12 new positions and closed 14 in Q4 2018.
  • IFM Investors's portfolio value fell 6.2% quarter-over-quarter to $1.24B.

Based on IFM Investors's 13F filing for Q4 2018, filed 23 Jan 2019.