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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
+14.42%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.56B
AUM Growth
+$322M
(+26%)
Cap. Flow
+$151M
Cap. Flow
% of AUM
9.67%
Top 10 Holdings %
Top 10 Hldgs %
20.63%
Holding
597
New
9
Increased
468
Reduced
24
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$5.47M |
| 2 |
Amazon
AMZN
|
+$4.88M |
| 3 |
Apple
AAPL
|
+$4.79M |
| 4 |
Walt Disney
DIS
|
+$3.45M |
| 5 |
Meta Platforms (Facebook)
META
|
+$2.57M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$2.86M |
| 2 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
+$1.29M |
| 3 |
PG&E
PCG
|
+$713K |
| 4 |
Dell
DELL
|
+$533K |
| 5 |
SCG
Scana
SCG
|
+$379K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.94% |
| 2 | Financials | 14.93% |
| 3 | Healthcare | 14.12% |
| 4 | Consumer Discretionary | 10.54% |
| 5 | Communication Services | 10.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Moody's
MCO
$81.9B
| $1.95M | 0.13% |
10,762
+795
| +8% | +$131K |
|
|
EA
177
DELISTED
Electronic Arts
EA
| $1.94M | 0.12% |
19,081
+1,398
| +8% | +$133K |
|
178
General Mills
GIS
$19.3B
| $1.91M | 0.12% |
36,878
+2,730
| +8% | +$124K |
|
179
Equity Residential
EQR
$25B
| $1.89M | 0.12% |
25,058
+4,099
| +20% | +$295K |
|
|
ALXN
180
DELISTED
Alexion Pharmaceuticals
ALXN
| $1.89M | 0.12% |
13,952
+1,034
| +8% | +$129K |
|
181
Xcel Energy
XEL
$48.1B
| $1.88M | 0.12% |
33,376
+4,137
| +14% | +$220K |
|
182
Constellation Brands
STZ
$22.6B
| $1.85M | 0.12% |
10,540
+775
| +8% | +$131K |
|
183
AvalonBay Communities
AVB
$26.6B
| $1.83M | 0.12% |
9,128
+1,120
| +14% | +$214K |
|
184
VF Corp
VFC
$5.8B
| $1.82M | 0.12% |
22,257
+1,646
| +8% | +$128K |
|
185
Oneok
OKE
$55.4B
| $1.78M | 0.11% |
25,541
+1,994
| +8% | +$129K |
|
186
Workday
WDAY
$42B
| $1.78M | 0.11% |
9,241
+649
| +8% | +$118K |
|
187
Lam Research
LRCX
$383B
| $1.78M | 0.11% |
99,480
+6,560
| +7% | +$109K |
|
188
Amphenol
APH
$210B
| $1.78M | 0.11% |
75,280
+6,936
| +10% | +$155K |
|
189
PPG Industries
PPG
$26B
| $1.74M | 0.11% |
15,374
+1,037
| +7% | +$111K |
|
190
AutoZone
AZO
$50.1B
| $1.73M | 0.11% |
1,684
+114
| +7% | +$102K |
|
191
Corning
GLW
$135B
| $1.72M | 0.11% |
51,815
+3,990
| +8% | +$131K |
|
|
STI
192
DELISTED
SunTrust Banks, Inc.
STI
| $1.71M | 0.11% |
28,812
+2,148
| +8% | +$131K |
|
193
Paychex
PAYX
$42.7B
| $1.67M | 0.11% |
20,792
+2,828
| +16% | +$209K |
|
194
Consolidated Edison
ED
$40.2B
| $1.65M | 0.11% |
19,441
+1,608
| +9% | +$128K |
|
|
PXD
195
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.65M | 0.11% |
10,807
+921
| +9% | +$130K |
|
196
Zimmer Biomet
ZBH
$18.5B
| $1.64M | 0.11% |
13,210
+1,131
| +9% | +$129K |
|
197
Halliburton
HAL
$27.1B
| $1.64M | 0.1% |
55,811
+5,441
| +11% | +$164K |
|
198
WEC Energy
WEC
$35.2B
| $1.63M | 0.1% |
20,659
+2,739
| +15% | +$203K |
|
199
Agilent Technologies
A
$39.9B
| $1.6M | 0.1% |
19,866
+1,504
| +8% | +$114K |
|
200
Fortive
FTV
$18.4B
| $1.6M | 0.1% |
30,183
+2,752
| +10% | +$134K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
IFM Investors's Q1 2019 Portfolio in Review
As of Q1 2019, IFM Investors held 597 positions worth $1.56B, up 26% from $1.24B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
IFM Investors deployed $151M of net new capital in Q1 2019, opening 9 new positions and adding to 468 existing holdings. Its largest new stake was Fox Class A: 22,720 shares worth $834K.
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 Dell, an estimated $533K trimmed.
- IFM Investors's largest Q1 2019 buy was Fox Class A: 22,720 shares worth $834K.
- IFM Investors added most to Microsoft in Q1 2019, an estimated $5.47M increase.
- IFM Investors's biggest Q1 2019 reduction was Dell, cutting an estimated $533K.
- IFM Investors fully exited Twenty-First Century Fox, Inc. Class A in Q1 2019, selling an estimated $2.86M.
- IFM Investors's ten largest holdings make up 21% of its $1.56B portfolio in Q1 2019.
- IFM Investors opened 9 new positions and closed 4 in Q1 2019.
- IFM Investors's portfolio value rose 26% quarter-over-quarter to $1.56B.
Based on IFM Investors's 13F filing for Q1 2019, filed 18 Apr 2019.