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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
Cap. Flow
+$338M
Cap. Flow %
31.95%
Top 10 Hldgs %
20.63%
Holding
587
New
63
Increased
518
Reduced
1
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$12.7M
2
MSFT icon
Microsoft
MSFT
+$9.99M
3
AMZN icon
Amazon
AMZN
+$9.36M
4
META icon
Meta Platforms (Facebook)
META
+$6.19M
5
JPM icon
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
KDP icon
Keurig Dr Pepper
KDP
+$681K
4
TNL icon
Travel + Leisure Co
TNL
+$391K
5
DBRG icon
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
GD icon
126
General Dynamics
GD
$104B
$1.92M 0.18%
10,317
+3,508
+52% +$718K
ICE icon
127
Intercontinental Exchange
ICE
$83.8B
$1.92M 0.18%
26,150
+7,920
+43% +$577K
NSC icon
128
Norfolk Southern
NSC
$76.7B
$1.92M 0.18%
12,747
+3,759
+42% +$549K
CI icon
129
Cigna
CI
$72.4B
$1.87M 0.18%
11,020
+3,323
+43% +$575K
MRSH
130
Marsh
MRSH
$91.4B
$1.86M 0.18%
22,714
+6,764
+42% +$552K
ZTS icon
131
Zoetis
ZTS
$31.9B
$1.86M 0.18%
21,848
+6,652
+44% +$562K
ILMN icon
132
Illumina
ILMN
$30.7B
$1.85M 0.17%
6,818
+2,163
+46% +$550K
HUM icon
133
Humana
HUM
$43.5B
$1.85M 0.17%
6,218
+1,788
+40% +$524K
EXC icon
134
Exelon
EXC
$47.2B
$1.84M 0.17%
60,470
+18,425
+44% +$528K
F icon
135
Ford
F
$56.8B
$1.84M 0.17%
165,913
+49,307
+42% +$565K
PRU icon
136
Prudential Financial
PRU
$42.9B
$1.78M 0.17%
19,074
+5,882
+45% +$594K
APC
137
DELISTED
Anadarko Petroleum
APC
$1.78M 0.17%
24,295
+7,345
+43% +$498K
HAL icon
138
Halliburton
HAL
$27B
$1.78M 0.17%
39,407
+12,069
+44% +$601K
TGT icon
139
Target
TGT
$67.3B
$1.77M 0.17%
23,324
+7,280
+45% +$536K
TFC icon
140
Truist Financial
TFC
$64.3B
$1.76M 0.17%
34,922
+10,234
+41% +$544K
MET icon
141
MetLife
MET
$61.9B
$1.75M 0.17%
40,145
+12,221
+44% +$570K
MAR icon
142
Marriott International
MAR
$90B
$1.74M 0.16%
13,723
+4,022
+41% +$547K
KHC icon
143
Kraft Heinz
KHC
$31.6B
$1.73M 0.16%
27,602
+8,551
+45% +$507K
BAX icon
144
Baxter International
BAX
$14.7B
$1.71M 0.16%
23,119
+7,958
+52% +$561K
STZ icon
145
Constellation Brands
STZ
$22.4B
$1.68M 0.16%
7,692
+2,317
+43% +$523K
HPQ icon
146
HP
HPQ
$26.4B
$1.68M 0.16%
74,078
+20,669
+39% +$461K
KMB icon
147
Kimberly-Clark
KMB
$37B
$1.66M 0.16%
15,785
+4,853
+44% +$504K
ECL icon
148
Ecolab
ECL
$79.7B
$1.64M 0.15%
11,685
+3,586
+44% +$517K
KMI icon
149
Kinder Morgan
KMI
$69.9B
$1.6M 0.15%
90,704
+27,246
+43% +$446K
EBAY icon
150
eBay
EBAY
$48.7B
$1.59M 0.15%
43,997
+13,205
+43% +$514K
4 5
6
7 8

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IA
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AT
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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 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.