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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
Cap. Flow
+$70.6M
Cap. Flow %
10.16%
Top 10 Hldgs %
20.06%
Holding
527
New
26
Increased
449
Reduced
9
Closed
3

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.61M
2
MSFT icon
Microsoft
MSFT
+$2.11M
3
AMZN icon
Amazon
AMZN
+$1.88M
4
META icon
Meta Platforms (Facebook)
META
+$1.41M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.14M

Top Sells

Rank Stock Value
1
QVCGA
QVC Group Inc Series A
QVCGA
+$369K
2
MRVL icon
Marvell Technology
MRVL
+$237K
3
WBC
WABCO HOLDINGS INC.
WBC
+$213K
4
BRX icon
Brixmor Property Group
BRX
+$195K
5
WU icon
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
RF icon
201
Regions Financial
RF
$26.8B
$776K 0.11%
41,767
+2,419
+6% +$45.8K
ALXN
202
DELISTED
Alexion Pharmaceuticals
ALXN
$771K 0.11%
6,915
+711
+11% +$85K
VFC icon
203
VF Corp
VFC
$5.8B
$770K 0.11%
11,033
+1,126
+11% +$81.4K
ADSK icon
204
Autodesk
ADSK
$51.2B
$768K 0.11%
6,117
+594
+11% +$70.7K
ED icon
205
Consolidated Edison
ED
$40.2B
$757K 0.11%
9,712
+926
+11% +$72K
ADM icon
206
Archer Daniels Midland
ADM
$37.4B
$756K 0.11%
17,428
+1,420
+9% +$59.8K
FCX icon
207
Freeport-McMoran
FCX
$95.5B
$750K 0.11%
42,686
+1,955
+5% +$36.7K
GLW icon
208
Corning
GLW
$135B
$747K 0.11%
26,809
+1,852
+7% +$57.1K
FTV icon
209
Fortive
FTV
$18.4B
$741K 0.11%
15,161
+1,224
+9% +$58.3K
PCAR icon
210
PACCAR
PCAR
$69.5B
$737K 0.11%
16,700
+1,640
+11% +$77.6K
COL
211
DELISTED
Rockwell Collins
COL
$729K 0.1%
5,409
+375
+7% +$51.2K
CXO
212
DELISTED
CONCHO RESOURCES INC.
CXO
$728K 0.1%
4,845
+414
+9% +$63.1K
SWK icon
213
Stanley Black & Decker
SWK
$15.3B
$727K 0.1%
4,745
+458
+11% +$74.3K
PH icon
214
Parker-Hannifin
PH
$135B
$725K 0.1%
4,240
+397
+10% +$75.2K
AVB icon
215
AvalonBay Communities
AVB
$26.6B
$711K 0.1%
4,322
+396
+10% +$64.9K
FITB
216
Fifth Third Bancorp
FITB
$51.7B
$709K 0.1%
22,333
+463
+2% +$15.1K
MNST icon
217
Monster Beverage
MNST
$92.1B
$709K 0.1%
24,782
+2,292
+10% +$71.6K
ROK icon
218
Rockwell Automation
ROK
$49.2B
$707K 0.1%
4,058
+384
+10% +$72.9K
XEL icon
219
Xcel Energy
XEL
$48.1B
$706K 0.1%
15,534
+1,034
+7% +$46.1K
PCG icon
220
PG&E
PCG
$37.4B
$705K 0.1%
16,041
+1,501
+10% +$63.7K
DLTR icon
221
Dollar Tree
DLTR
$24.9B
$700K 0.1%
7,381
+682
+10% +$71.5K
HBAN icon
222
Huntington Bancshares
HBAN
$35.1B
$698K 0.1%
46,210
+533
+1% +$8.38K
XYL icon
223
Xylem
XYL
$28.2B
$698K 0.1%
9,076
– –
CCL icon
224
Carnival Corporation Ltd
CCL
$39.4B
$697K 0.1%
10,623
+1,040
+11% +$70.7K
AMP icon
225
Ameriprise Financial
AMP
$49.5B
$694K 0.1%
4,694
+432
+10% +$70.5K
7 8
9
10 11

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
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Mawer Investment Management
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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.