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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
-12.59%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.24B
AUM Growth
-$81.3M
(-6.2%)
Cap. Flow
+$113M
Cap. Flow
% of AUM
9.1%
Top 10 Holdings %
Top 10 Hldgs %
20.23%
Holding
602
New
12
Increased
550
Reduced
24
Closed
14
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$4.12M |
| 2 |
Microsoft
MSFT
|
+$4.04M |
| 3 |
Amazon
AMZN
|
+$3.81M |
| 4 |
Johnson & Johnson
JNJ
|
+$1.94M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.94M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AET
Aetna Inc
AET
|
+$3.48M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
+$2.81M |
| 3 |
PX
Praxair Inc
PX
|
+$2.43M |
| 4 |
COL
Rockwell Collins
COL
|
+$1.21M |
| 5 |
CA
CA, Inc.
CA
|
+$794K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.1% |
| 2 | Financials | 15.34% |
| 3 | Healthcare | 15.04% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Communication Services | 10.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Welltower
WELL
$170B
| $1.48M | 0.12% |
21,349
+2,063
| +11% | +$140K |
|
177
PPG Industries
PPG
$26.3B
| $1.47M | 0.12% |
14,337
+1,141
| +9% | +$118K |
|
178
Corning
GLW
$139B
| $1.45M | 0.12% |
47,825
+3,817
| +9% | +$122K |
|
179
Xcel Energy
XEL
$48.2B
| $1.44M | 0.12% |
29,239
+2,839
| +11% | +$142K |
|
180
Moody's
MCO
$82B
| $1.4M | 0.11% |
9,967
+953
| +11% | +$144K |
|
181
Electronic Arts
EA
| $1.4M | 0.11% |
17,683
+1,504
| +9% | +$138K |
|
182
AvalonBay Communities
AVB
$26.8B
| $1.39M | 0.11% |
8,008
+807
| +11% | +$146K |
|
183
VF Corp
VFC
$5.93B
| $1.39M | 0.11% |
20,611
+2,014
| +11% | +$154K |
|
184
Amphenol
APH
$216B
| $1.38M | 0.11% |
68,344
+6,720
| +11% | +$144K |
|
185
Equity Residential
EQR
$25.2B
| $1.38M | 0.11% |
20,959
+2,126
| +11% | +$143K |
|
186
Workday
WDAY
$41B
| $1.37M | 0.11% |
8,592
+656
| +8% | +$92.9K |
|
187
Consolidated Edison
ED
$39.9B
| $1.36M | 0.11% |
17,833
+1,698
| +11% | +$133K |
|
188
Centene
CNC
$32.2B
| $1.35M | 0.11% |
23,462
+2,234
| +11% | +$150K |
|
|
WP
189
DELISTED
Worldpay, Inc.
WP
| $1.35M | 0.11% |
17,675
+1,445
| +9% | +$126K |
|
190
State Street
STT
$51.5B
| $1.35M | 0.11% |
21,412
+2,088
| +11% | +$150K |
|
|
STI
191
DELISTED
SunTrust Banks, Inc.
STI
| $1.34M | 0.11% |
26,664
+2,239
| +9% | +$134K |
|
192
Halliburton
HAL
$27B
| $1.34M | 0.11% |
50,370
+4,316
| +9% | +$146K |
|
193
General Mills
GIS
$19.2B
| $1.33M | 0.11% |
34,148
+3,102
| +10% | +$131K |
|
|
APC
194
DELISTED
Anadarko Petroleum
APC
| $1.32M | 0.11% |
30,038
+2,637
| +10% | +$149K |
|
195
AutoZone
AZO
$49.9B
| $1.32M | 0.11% |
1,570
+124
| +9% | +$99.4K |
|
196
Kroger
KR
$34.6B
| $1.3M | 0.11% |
47,461
+3,073
| +7% | +$89.2K |
|
|
PXD
197
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.3M | 0.11% |
9,886
+935
| +10% | +$143K |
|
198
T. Rowe Price
TROW
$24.3B
| $1.3M | 0.11% |
14,055
+1,434
| +11% | +$139K |
|
199
Archer Daniels Midland
ADM
$37.7B
| $1.3M | 0.1% |
31,661
+3,013
| +11% | +$140K |
|
200
McKesson
MCK
$99.2B
| $1.3M | 0.1% |
11,729
+997
| +9% | +$124K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
IFM Investors's Q4 2018 Portfolio in Review
As of Q4 2018, IFM Investors held 602 positions worth $1.24B, down 6.2% from $1.32B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
IFM Investors deployed $113M of net new capital in Q4 2018, opening 12 new positions and adding to 550 existing holdings. Its largest new stake was Wellcare Health Plans, Inc.: 2,789 shares worth $658K.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Crown Holdings, an estimated $50.7K trimmed.
- IFM Investors's largest Q4 2018 buy was Wellcare Health Plans, Inc.: 2,789 shares worth $658K.
- IFM Investors added most to Apple in Q4 2018, an estimated $4.12M increase.
- IFM Investors's biggest Q4 2018 reduction was Crown Holdings, cutting an estimated $50.7K.
- IFM Investors fully exited Aetna Inc in Q4 2018, selling an estimated $3.48M.
- IFM Investors's ten largest holdings make up 20% of its $1.24B portfolio in Q4 2018.
- IFM Investors opened 12 new positions and closed 14 in Q4 2018.
- IFM Investors's portfolio value fell 6.2% quarter-over-quarter to $1.24B.
Based on IFM Investors's 13F filing for Q4 2018, filed 23 Jan 2019.