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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 | |
|---|---|---|---|---|---|---|
176
Moody's
MCO
$83.7B
| $1.32M | 0.12% |
7,713
+2,342
| +44% | +$396K |
|
177
Roper Technologies
ROP
$38.8B
| $1.29M | 0.12% |
4,672
+1,461
| +45% | +$403K |
|
178
Autodesk
ADSK
$49.6B
| $1.29M | 0.12% |
9,829
+3,712
| +61% | +$492K |
|
179
HCA Healthcare
HCA
$88B
| $1.29M | 0.12% |
12,531
+3,834
| +44% | +$388K |
|
180
Oneok
OKE
$55.6B
| $1.27M | 0.12% |
18,229
+6,031
| +49% | +$388K |
|
181
Lam Research
LRCX
$369B
| $1.27M | 0.12% |
73,340
+23,340
| +47% | +$450K |
|
182
Sempra
SRE
$57.3B
| $1.27M | 0.12% |
21,830
+7,002
| +47% | +$383K |
|
183
T. Rowe Price
TROW
$24.2B
| $1.27M | 0.12% |
10,905
+3,392
| +45% | +$394K |
|
184
McKesson
MCK
$96.8B
| $1.25M | 0.12% |
9,371
+2,898
| +45% | +$424K |
|
|
ALXN
185
DELISTED
Alexion Pharmaceuticals
ALXN
| $1.24M | 0.12% |
10,003
+3,088
| +45% | +$361K |
|
186
Regeneron Pharmaceuticals
REGN
$78.2B
| $1.23M | 0.12% |
3,567
+1,115
| +45% | +$349K |
|
187
Weyerhaeuser
WY
$18.2B
| $1.23M | 0.12% |
33,774
+10,039
| +42% | +$367K |
|
188
VF Corp
VFC
$5.87B
| $1.23M | 0.12% |
15,967
+4,934
| +45% | +$372K |
|
189
Dollar General
DG
$28.2B
| $1.22M | 0.12% |
12,365
+3,839
| +45% | +$369K |
|
190
Public Service Enterprise Group
PEG
$38.2B
| $1.22M | 0.12% |
22,520
+6,728
| +43% | +$346K |
|
191
Align Technology
ALGN
$12.4B
| $1.19M | 0.11% |
3,481
+1,100
| +46% | +$328K |
|
192
PPG Industries
PPG
$25.3B
| $1.18M | 0.11% |
11,418
+3,456
| +43% | +$366K |
|
193
Amphenol
APH
$201B
| $1.17M | 0.11% |
53,520
+15,616
| +41% | +$340K |
|
|
DFS
194
DELISTED
Discover Financial Services
DFS
| $1.16M | 0.11% |
16,531
+5,045
| +44% | +$370K |
|
195
Yum! Brands
YUM
$40.6B
| $1.15M | 0.11% |
14,694
+4,808
| +49% | +$401K |
|
|
WP
196
DELISTED
Worldpay, Inc.
WP
| $1.15M | 0.11% |
13,998
+3,261
| +30% | +$267K |
|
197
General Mills
GIS
$19.2B
| $1.14M | 0.11% |
25,706
+7,971
| +45% | +$349K |
|
198
Archer Daniels Midland
ADM
$37.6B
| $1.13M | 0.11% |
24,719
+7,291
| +42% | +$327K |
|
199
Kroger
KR
$35.7B
| $1.13M | 0.11% |
39,677
+12,327
| +45% | +$310K |
|
200
Synchrony
SYF
$25.3B
| $1.13M | 0.11% |
33,817
+9,439
| +39% | +$324K |
|
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IA
AT
UM
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RFC
GF
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.