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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
(+52%)
Cap. Flow
+$338M
Cap. Flow
% of AUM
31.95%
Top 10 Holdings %
Top 10 Hldgs %
20.63%
Holding
587
New
63
Increased
518
Reduced
1
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$12.7M |
| 2 |
Microsoft
MSFT
|
+$9.99M |
| 3 |
Amazon
AMZN
|
+$9.36M |
| 4 |
Meta Platforms (Facebook)
META
|
+$6.19M |
| 5 |
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 |
Keurig Dr Pepper
KDP
|
+$681K |
| 4 |
Travel + Leisure Co
TNL
|
+$391K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Analog Devices
ADI
$176B
| $1.58M | 0.15% |
16,529
+5,152
| +45% | +$486K |
|
152
Public Storage
PSA
$60.9B
| $1.58M | 0.15% |
6,974
+2,092
| +43% | +$436K |
|
153
Waste Management
WM
$90.5B
| $1.57M | 0.15% |
19,333
+5,464
| +39% | +$452K |
|
154
Sysco
SYY
$40.7B
| $1.57M | 0.15% |
23,005
+7,381
| +47% | +$471K |
|
155
Fidelity National Information Services
FIS
$23.1B
| $1.57M | 0.15% |
14,794
+4,376
| +42% | +$445K |
|
156
Prologis
PLD
$135B
| $1.56M | 0.15% |
23,718
+6,967
| +42% | +$448K |
|
157
Sherwin-Williams
SHW
$86B
| $1.56M | 0.15% |
11,466
+3,657
| +47% | +$473K |
|
158
State Street
STT
$50.5B
| $1.56M | 0.15% |
16,712
+5,151
| +45% | +$511K |
|
159
Progressive
PGR
$122B
| $1.55M | 0.15% |
26,140
+7,620
| +41% | +$466K |
|
160
Equinix
EQIX
$102B
| $1.53M | 0.14% |
3,556
+1,122
| +46% | +$453K |
|
161
Marathon Petroleum
MPC
$89.6B
| $1.53M | 0.14% |
21,773
+6,510
| +43% | +$497K |
|
162
Air Products & Chemicals
APD
$65.2B
| $1.53M | 0.14% |
9,800
+3,053
| +45% | +$499K |
|
163
American Electric Power
AEP
$69.9B
| $1.52M | 0.14% |
21,901
+6,372
| +41% | +$429K |
|
164
Aflac
AFL
$64.5B
| $1.5M | 0.14% |
34,845
+10,245
| +42% | +$460K |
|
165
Travelers Companies
TRV
$78B
| $1.49M | 0.14% |
12,204
+3,662
| +43% | +$480K |
|
|
PXD
166
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.47M | 0.14% |
7,754
+2,500
| +48% | +$479K |
|
167
Ross Stores
ROST
$81.1B
| $1.47M | 0.14% |
17,288
+5,106
| +42% | +$416K |
|
168
Estee Lauder
EL
$30.6B
| $1.46M | 0.14% |
10,195
+3,210
| +46% | +$475K |
|
169
Allstate
ALL
$67.6B
| $1.44M | 0.14% |
15,780
+4,607
| +41% | +$438K |
|
170
Edwards Lifesciences
EW
$51.1B
| $1.38M | 0.13% |
28,515
+8,961
| +46% | +$418K |
|
|
FISV
171
Fiserv Inc
FISV
$29B
| $1.38M | 0.13% |
18,575
+5,415
| +41% | +$393K |
|
|
STI
172
DELISTED
SunTrust Banks, Inc.
STI
| $1.37M | 0.13% |
20,814
+6,128
| +42% | +$417K |
|
173
ServiceNow
NOW
$118B
| $1.36M | 0.13% |
39,420
+12,630
| +47% | +$438K |
|
174
Las Vegas Sands
LVS
$30.6B
| $1.36M | 0.13% |
17,782
+5,234
| +42% | +$400K |
|
|
TWTR
175
DELISTED
Twitter, Inc.
TWTR
| $1.35M | 0.13% |
30,852
+11,007
| +55% | +$386K |
|
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UM
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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.