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
TGT icon
126
Target
TGT
$66.8B
$2.36M 0.18%
26,729
+3,405
+15% +$283K
ZTS icon
127
Zoetis
ZTS
$32.4B
$2.32M 0.18%
25,332
+3,484
+16% +$309K
SO icon
128
Southern Company
SO
$107B
$2.3M 0.17%
52,794
+7,708
+17% +$355K
ITW icon
129
Illinois Tool Works
ITW
$84.8B
$2.27M 0.17%
16,115
+2,149
+15% +$303K
ICE icon
130
Intercontinental Exchange
ICE
$84.1B
$2.27M 0.17%
30,249
+4,099
+16% +$308K
PRU icon
131
Prudential Financial
PRU
$41.9B
$2.25M 0.17%
22,260
+3,186
+17% +$314K
GM icon
132
General Motors
GM
$76.3B
$2.25M 0.17%
66,673
+9,399
+16% +$346K
PLD icon
133
Prologis
PLD
$130B
$2.23M 0.17%
32,946
+9,228
+39% +$607K
HPQ icon
134
HP
HPQ
$25.8B
$2.21M 0.17%
85,838
+11,760
+16% +$284K
EXC icon
135
Exelon
EXC
$46.7B
$2.19M 0.17%
70,169
+9,699
+16% +$298K
MRSH
136
Marsh
MRSH
$92.2B
$2.18M 0.17%
26,405
+3,691
+16% +$313K
MET icon
137
MetLife
MET
$64.3B
$2.15M 0.16%
46,101
+5,956
+15% +$272K
PGR icon
138
Progressive
PGR
$125B
$2.15M 0.16%
30,285
+4,145
+16% +$267K
ECL icon
139
Ecolab
ECL
$79.8B
$2.11M 0.16%
13,464
+1,779
+15% +$264K
MAR icon
140
Marriott International
MAR
$93.8B
$2.1M 0.16%
15,906
+2,183
+16% +$279K
KMB icon
141
Kimberly-Clark
KMB
$36.1B
$2.08M 0.16%
18,328
+2,543
+16% +$285K
AMAT icon
142
Applied Materials
AMAT
$419B
$2.07M 0.16%
53,509
+5,726
+12% +$253K
BAX icon
143
Baxter International
BAX
$14B
$2.05M 0.16%
26,637
+3,518
+15% +$261K
HCA icon
144
HCA Healthcare
HCA
$88.5B
$2.05M 0.16%
14,727
+2,196
+18% +$273K
WM icon
145
Waste Management
WM
$91.5B
$2.04M 0.15%
22,529
+3,196
+17% +$283K
SHW icon
146
Sherwin-Williams
SHW
$88.2B
$2M 0.15%
13,173
+1,707
+15% +$253K
TFC icon
147
Truist Financial
TFC
$64.2B
$1.99M 0.15%
41,004
+6,082
+17% +$312K
ROST icon
148
Ross Stores
ROST
$81.6B
$1.96M 0.15%
19,779
+2,491
+14% +$229K
EA icon
149
Electronic Arts
EA
$1.95M 0.15%
16,179
+2,301
+17% +$297K
EW icon
150
Edwards Lifesciences
EW
$51.5B
$1.93M 0.15%
33,273
+4,758
+17% +$233K
4 5
6
7 8

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.