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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
AAPL icon
1
Apple
AAPL
$4.89T
$26.8M 3.86%
639,484
+60,520
+10% +$2.61M
MSFT icon
2
Microsoft
MSFT
$2.84T
$20.8M 3%
228,249
+23,049
+11% +$2.11M
AMZN icon
3
Amazon
AMZN
$2.5T
$18.4M 2.65%
254,900
+26,320
+12% +$1.88M
JPM icon
4
JPMorgan Chase
JPM
$939B
$11.9M 1.71%
108,101
+9,519
+10% +$1.08M
META icon
5
Meta Platforms (Facebook)
META
$1.51T
$11.9M 1.71%
74,262
+7,853
+12% +$1.41M
JNJ icon
6
Johnson & Johnson
JNJ
$635B
$10.7M 1.54%
83,668
+8,454
+11% +$1.14M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.9T
$10.1M 1.45%
195,900
+20,700
+12% +$1.14M
XOM icon
8
ExxonMobil
XOM
$651B
$9.83M 1.41%
131,770
+13,031
+11% +$1.04M
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$3.91T
$9.63M 1.39%
185,680
+18,780
+11% +$1.04M
BAC icon
10
Bank of America
BAC
$435B
$9.25M 1.33%
308,431
+28,272
+10% +$888K
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.07T
$7.89M 1.14%
39,579
+4,216
+12% +$866K
WFC icon
12
Wells Fargo
WFC
$261B
$7.63M 1.1%
145,633
+13,457
+10% +$799K
INTC icon
13
Intel
INTC
$466B
$7.58M 1.09%
145,612
+14,012
+11% +$666K
T icon
14
AT&T
T
$165B
$6.8M 0.98%
252,418
+24,543
+11% +$683K
V icon
15
Visa
V
$677B
$6.76M 0.97%
56,494
+5,185
+10% +$628K
CVX icon
16
Chevron
CVX
$388B
$6.72M 0.97%
58,915
+5,869
+11% +$702K
CSCO icon
17
Cisco
CSCO
$450B
$6.6M 0.95%
153,807
+13,954
+10% +$592K
PFE icon
18
Pfizer
PFE
$140B
$6.58M 0.95%
195,539
+19,704
+11% +$677K
HD icon
19
Home Depot
HD
$332B
$6.48M 0.93%
36,372
+3,319
+10% +$623K
UNH icon
20
UnitedHealth
UNH
$382B
$6.46M 0.93%
30,164
+3,103
+11% +$709K
PG icon
21
Procter & Gamble
PG
$343B
$6.26M 0.9%
79,023
+7,494
+10% +$625K
VZ icon
22
Verizon
VZ
$194B
$6.14M 0.88%
128,314
+14,008
+12% +$704K
BA icon
23
Boeing
BA
$165B
$5.77M 0.83%
17,610
+1,842
+12% +$622K
C icon
24
Citigroup
C
$222B
$5.56M 0.8%
82,418
+6,060
+8% +$456K
KO icon
25
Coca-Cola
KO
$354B
$5.47M 0.79%
126,015
+12,313
+11% +$553K
1
2 3 4 5

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IA
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AT
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MSV
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CCM
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UM
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FCAS
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RFC
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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.