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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
Cap. Flow
+$338M
Cap. Flow %
31.95%
Top 10 Hldgs %
20.63%
Holding
587
New
63
Increased
518
Reduced
1
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$12.7M
2
MSFT icon
Microsoft
MSFT
+$9.99M
3
AMZN icon
Amazon
AMZN
+$9.36M
4
META icon
Meta Platforms (Facebook)
META
+$6.19M
5
JPM icon
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
KDP icon
Keurig Dr Pepper
KDP
+$681K
4
TNL icon
Travel + Leisure Co
TNL
+$391K
5
DBRG icon
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
CNC icon
201
Centene
CNC
$31.5B
$1.13M 0.11%
18,254
+7,594
+71% +$438K
KEY icon
202
KeyCorp
KEY
$24.5B
$1.12M 0.11%
57,477
+14,779
+35% +$295K
FTV icon
203
Fortive
FTV
$18B
$1.09M 0.1%
22,518
+7,357
+49% +$351K
ED icon
204
Consolidated Edison
ED
$39.8B
$1.09M 0.1%
13,937
+4,225
+44% +$323K
AVB icon
205
AvalonBay Communities
AVB
$27B
$1.08M 0.1%
6,289
+1,967
+46% +$325K
CCL icon
206
Carnival Corporation Ltd
CCL
$39.4B
$1.08M 0.1%
18,829
+8,206
+77% +$520K
FCX icon
207
Freeport-McMoran
FCX
$91.5B
$1.07M 0.1%
62,309
+19,623
+46% +$333K
MNST icon
208
Monster Beverage
MNST
$91.5B
$1.07M 0.1%
37,506
+12,724
+51% +$344K
RHT
209
DELISTED
Red Hat Inc
RHT
$1.07M 0.1%
7,964
+2,488
+45% +$401K
GLW icon
210
Corning
GLW
$126B
$1.06M 0.1%
38,670
+11,861
+44% +$328K
MTB icon
211
M&T Bank
MTB
$36.2B
$1.06M 0.1%
6,252
+1,963
+46% +$352K
DLR icon
212
Digital Realty Trust
DLR
$70.8B
$1.05M 0.1%
9,442
+3,081
+48% +$327K
NTAP icon
213
NetApp
NTAP
$35.9B
$1.05M 0.1%
13,419
+3,590
+37% +$252K
ORLY icon
214
O'Reilly Automotive
ORLY
$73.3B
$1.05M 0.1%
57,780
+16,545
+40% +$288K
TEVA icon
215
Teva Pharmaceuticals
TEVA
$40.2B
$1.05M 0.1%
43,300
+14,960
+53% +$305K
WELL icon
216
Welltower
WELL
$168B
$1.05M 0.1%
16,788
+5,530
+49% +$308K
EQR icon
217
Equity Residential
EQR
$25.3B
$1.05M 0.1%
16,485
+5,376
+48% +$335K
DXC icon
218
DXC Technology
DXC
$1.75B
$1.04M 0.1%
12,912
+2,723
+27% +$234K
WDC icon
219
Western Digital
WDC
$182B
$1.04M 0.1%
17,722
+5,708
+48% +$363K
HPE icon
220
Hewlett Packard
HPE
$66.5B
$1.03M 0.1%
70,695
+21,320
+43% +$354K
XEL icon
221
Xcel Energy
XEL
$48.5B
$1.03M 0.1%
22,618
+7,084
+46% +$317K
ZBH icon
222
Zimmer Biomet
ZBH
$18.8B
$1.03M 0.1%
9,517
+3,096
+48% +$337K
DVN icon
223
Devon Energy
DVN
$51.4B
$1.02M 0.1%
23,304
+8,066
+53% +$313K
HLT icon
224
Hilton Worldwide
HLT
$70.7B
$1.02M 0.1%
12,843
+6,577
+105% +$535K
WMB icon
225
Williams Companies
WMB
$86.1B
$1.01M 0.1%
37,243
+11,727
+46% +$309K
7 8
9
10 11

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IA
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AT
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UM
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FCAS
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RFC
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GF
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Verition Fund Management
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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.