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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 | |
|---|---|---|---|---|---|---|
151
Ecolab
ECL
$79.8B
| $1.11M | 0.16% |
8,099
+784
| +11% | +$105K |
|
152
Tesla
TSLA
$1.26T
| $1.11M | 0.16% |
62,475
+6,900
| +12% | +$152K |
|
153
Aflac
AFL
$64.5B
| $1.08M | 0.15% |
24,600
+2,280
| +10% | +$101K |
|
154
Air Products & Chemicals
APD
$66.8B
| $1.07M | 0.15% |
6,747
+687
| +11% | +$113K |
|
155
Illumina
ILMN
$29.3B
| $1.07M | 0.15% |
4,655
+472
| +11% | +$108K |
|
156
American Electric Power
AEP
$68.2B
| $1.06M | 0.15% |
15,529
+1,519
| +11% | +$102K |
|
157
Allstate
ALL
$70.8B
| $1.06M | 0.15% |
11,173
+1,043
| +10% | +$101K |
|
158
Prologis
PLD
$130B
| $1.05M | 0.15% |
16,751
+1,665
| +11% | +$104K |
|
159
Estee Lauder
EL
$30.9B
| $1.05M | 0.15% |
6,985
+726
| +12% | +$101K |
|
160
Analog Devices
ADI
$184B
| $1.04M | 0.15% |
11,377
+1,120
| +11% | +$102K |
|
|
APC
161
DELISTED
Anadarko Petroleum
APC
| $1.02M | 0.15% |
16,950
+1,455
| +9% | +$85.3K |
|
162
Sherwin-Williams
SHW
$88.2B
| $1.02M | 0.15% |
7,809
+786
| +11% | +$107K |
|
163
Equinix
EQIX
$104B
| $1.02M | 0.15% |
2,434
+250
| +11% | +$105K |
|
164
Lam Research
LRCX
$383B
| $1.02M | 0.15% |
50,000
+4,690
| +10% | +$92.9K |
|
165
Fidelity National Information Services
FIS
$22.1B
| $1M | 0.14% |
10,418
+1,011
| +11% | +$99.2K |
|
|
STI
166
DELISTED
SunTrust Banks, Inc.
STI
| $999K | 0.14% |
14,686
+1,384
| +10% | +$96K |
|
167
Baxter International
BAX
$14B
| $986K | 0.14% |
15,161
+1,534
| +11% | +$104K |
|
168
Public Storage
PSA
$61.1B
| $978K | 0.14% |
4,882
+467
| +11% | +$91K |
|
169
Kinder Morgan
KMI
$69.7B
| $956K | 0.14% |
63,458
+6,223
| +11% | +$108K |
|
170
Ross Stores
ROST
$81.6B
| $950K | 0.14% |
12,182
+1,124
| +10% | +$89.2K |
|
|
FISV
171
Fiserv Inc
FISV
$28.9B
| $938K | 0.14% |
13,160
+1,212
| +10% | +$85.2K |
|
172
Sysco
SYY
$40.4B
| $937K | 0.13% |
15,624
+1,406
| +10% | +$85.1K |
|
173
McKesson
MCK
$102B
| $912K | 0.13% |
6,473
+603
| +10% | +$94K |
|
174
Edwards Lifesciences
EW
$51.5B
| $909K | 0.13% |
19,554
+1,902
| +11% | +$82.6K |
|
|
PXD
175
DELISTED
Pioneer Natural Resource Co.
PXD
| $903K | 0.13% |
5,254
+535
| +11% | +$94.3K |
|
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.