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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 | |
|---|---|---|---|---|---|---|
|
PX
126
DELISTED
Praxair Inc
PX
| $1.29M | 0.19% |
8,914
+861
| +11% | +$134K |
|
127
Truist Financial
TFC
$64.2B
| $1.28M | 0.18% |
24,688
+1,957
| +9% | +$105K |
|
128
Vertex Pharmaceuticals
VRTX
$123B
| $1.28M | 0.18% |
7,876
+833
| +12% | +$136K |
|
129
Halliburton
HAL
$27.1B
| $1.28M | 0.18% |
27,338
+2,757
| +11% | +$136K |
|
130
MetLife
MET
$63.7B
| $1.28M | 0.18% |
27,924
+2,607
| +10% | +$126K |
|
131
Zoetis
ZTS
$32.4B
| $1.27M | 0.18% |
15,196
+1,437
| +10% | +$113K |
|
132
Valero Energy
VLO
$87.2B
| $1.26M | 0.18% |
13,637
+1,274
| +10% | +$119K |
|
133
eBay
EBAY
$48.9B
| $1.24M | 0.18% |
30,792
+2,459
| +9% | +$102K |
|
|
TFCFA
134
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $1.24M | 0.18% |
33,687
+3,270
| +11% | +$121K |
|
135
Constellation Brands
STZ
$22.6B
| $1.23M | 0.18% |
5,375
+547
| +11% | +$120K |
|
136
Norfolk Southern
NSC
$76.9B
| $1.22M | 0.18% |
8,988
+831
| +10% | +$120K |
|
|
ESRX
137
DELISTED
Express Scripts Holding Company
ESRX
| $1.22M | 0.18% |
17,662
+1,469
| +9% | +$112K |
|
138
Kimberly-Clark
KMB
$36.1B
| $1.2M | 0.17% |
10,932
+1,036
| +10% | +$118K |
|
139
Humana
HUM
$44.1B
| $1.19M | 0.17% |
4,430
+402
| +10% | +$109K |
|
140
Kraft Heinz
KHC
$29.6B
| $1.19M | 0.17% |
19,051
+1,884
| +11% | +$135K |
|
141
Travelers Companies
TRV
$80.5B
| $1.19M | 0.17% |
8,542
+796
| +10% | +$111K |
|
142
Boston Scientific
BSX
$71.4B
| $1.19M | 0.17% |
43,387
+4,149
| +11% | +$113K |
|
143
HP
HPQ
$25.8B
| $1.17M | 0.17% |
53,409
+4,789
| +10% | +$108K |
|
144
Exelon
EXC
$46.7B
| $1.17M | 0.17% |
42,045
+4,054
| +11% | +$109K |
|
145
Waste Management
WM
$91.5B
| $1.17M | 0.17% |
13,869
+1,192
| +9% | +$102K |
|
146
State Street
STT
$50.8B
| $1.15M | 0.17% |
11,561
+1,095
| +10% | +$115K |
|
|
EA
147
DELISTED
Electronic Arts
EA
| $1.15M | 0.17% |
9,503
+882
| +10% | +$107K |
|
148
Progressive
PGR
$125B
| $1.13M | 0.16% |
18,520
+1,783
| +11% | +$102K |
|
149
Marathon Petroleum
MPC
$84B
| $1.12M | 0.16% |
15,263
+1,073
| +8% | +$73.9K |
|
150
Target
TGT
$66.8B
| $1.11M | 0.16% |
16,044
+1,496
| +10% | +$109K |
|
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.