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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
+8.08%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.32B
AUM Growth
+$259M
Cap. Flow
+$181M
Cap. Flow %
13.72%
Top 10 Hldgs %
21.24%
Holding
593
New
11
Increased
572
Reduced
6
Closed
3

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.2M
2
AMZN icon
Amazon
AMZN
+$5.92M
3
MSFT icon
Microsoft
MSFT
+$5.87M
4
META icon
Meta Platforms (Facebook)
META
+$3.29M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.79M

Top Sells

Rank Stock Value
1
ANDV
Andeavor
ANDV
+$886K
2
XL
XL Group Ltd.
XL
+$689K
3
GGP
GGP Inc.
GGP
+$576K
4
NWSA icon
News Corp Class A
NWSA
+$85.4K
5
ROL icon
Rollins
ROL
+$79.6K

Sector Composition

Rank Sector Weight
1 Technology 19.17%
2 Financials 15.61%
3 Healthcare 14.06%
4 Consumer Discretionary 10.62%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DXC icon
201
DXC Technology
DXC
$1.77B
$1.39M 0.11%
14,865
+1,953
+15% +$173K
PEG icon
202
Public Service Enterprise Group
PEG
$37.4B
$1.39M 0.11%
26,294
+3,774
+17% +$197K
TROW icon
203
T. Rowe Price
TROW
$24.2B
$1.38M 0.1%
12,621
+1,716
+16% +$199K
FTV icon
204
Fortive
FTV
$18.4B
$1.36M 0.1%
25,669
+3,151
+14% +$162K
GIS icon
205
General Mills
GIS
$19.3B
$1.33M 0.1%
31,046
+5,340
+21% +$242K
HPE icon
206
Hewlett Packard
HPE
$69.4B
$1.31M 0.1%
80,577
+9,882
+14% +$158K
PH icon
207
Parker-Hannifin
PH
$135B
$1.31M 0.1%
7,122
+927
+15% +$159K
LRCX icon
208
Lam Research
LRCX
$383B
$1.31M 0.1%
86,080
+12,740
+17% +$218K
AVB icon
209
AvalonBay Communities
AVB
$26.6B
$1.3M 0.1%
7,201
+912
+15% +$163K
KR icon
210
Kroger
KR
$35.1B
$1.29M 0.1%
44,388
+4,711
+12% +$140K
PCAR icon
211
PACCAR
PCAR
$69.5B
$1.28M 0.1%
28,250
+3,819
+16% +$169K
WY icon
212
Weyerhaeuser
WY
$18.3B
$1.28M 0.1%
39,681
+5,907
+17% +$205K
RHT
213
DELISTED
Red Hat Inc
RHT
$1.27M 0.1%
9,317
+1,353
+17% +$194K
MNST icon
214
Monster Beverage
MNST
$92.1B
$1.26M 0.1%
43,404
+5,898
+16% +$177K
PCG icon
215
PG&E
PCG
$37.4B
$1.25M 0.1%
27,275
+3,903
+17% +$174K
ROK icon
216
Rockwell Automation
ROK
$49.2B
$1.25M 0.09%
6,660
+738
+12% +$132K
EQR icon
217
Equity Residential
EQR
$25B
$1.25M 0.09%
18,833
+2,348
+14% +$155K
XEL icon
218
Xcel Energy
XEL
$48.1B
$1.25M 0.09%
26,400
+3,782
+17% +$179K
LVS icon
219
Las Vegas Sands
LVS
$29.9B
$1.24M 0.09%
20,953
+3,171
+18% +$213K
WELL icon
220
Welltower
WELL
$170B
$1.24M 0.09%
19,286
+2,498
+15% +$161K
ED icon
221
Consolidated Edison
ED
$40.2B
$1.23M 0.09%
16,135
+2,198
+16% +$173K
NTAP icon
222
NetApp
NTAP
$37.6B
$1.23M 0.09%
14,312
+893
+7% +$73.8K
TMUS icon
223
T-Mobile US
TMUS
$193B
$1.22M 0.09%
17,409
+2,245
+15% +$144K
COL
224
DELISTED
Rockwell Collins
COL
$1.21M 0.09%
8,623
+1,297
+18% +$179K
SYF icon
225
Synchrony
SYF
$25.6B
$1.21M 0.09%
38,884
+5,067
+15% +$161K
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 Q3 2018 Portfolio in Review

As of Q3 2018, IFM Investors held 593 positions worth $1.32B, up 24% from $1.06B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

IFM Investors deployed $181M of net new capital in Q3 2018, opening 11 new positions and adding to 572 existing holdings. Its largest new stake was Athene Holding Ltd. Class A Common Shares: 6,529 shares worth $337K.

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 News Corp Class A, an estimated $85.4K trimmed.

  • IFM Investors's largest Q3 2018 buy was Athene Holding Ltd. Class A Common Shares: 6,529 shares worth $337K.
  • IFM Investors added most to Apple in Q3 2018, an estimated $6.2M increase.
  • IFM Investors's biggest Q3 2018 reduction was News Corp Class A, cutting an estimated $85.4K.
  • IFM Investors fully exited Andeavor in Q3 2018, selling an estimated $886K.
  • IFM Investors's ten largest holdings make up 21% of its $1.32B portfolio in Q3 2018.
  • IFM Investors opened 11 new positions and closed 3 in Q3 2018.
  • IFM Investors's portfolio value rose 24% quarter-over-quarter to $1.32B.

Based on IFM Investors's 13F filing for Q3 2018, filed 22 Oct 2018.