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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
AAPL icon
1
Apple
AAPL
$4.89T
$58.6M 4.45%
1,038,432
+119,024
+13% +$6.2M
MSFT icon
2
Microsoft
MSFT
$2.84T
$44.1M 3.35%
385,437
+54,125
+16% +$5.87M
AMZN icon
3
Amazon
AMZN
$2.5T
$43.6M 3.31%
435,720
+62,920
+17% +$5.92M
META icon
4
Meta Platforms (Facebook)
META
$1.51T
$20.8M 1.58%
126,687
+18,148
+17% +$3.29M
JPM icon
5
JPMorgan Chase
JPM
$939B
$20.3M 1.54%
179,788
+24,335
+16% +$2.76M
GOOG icon
6
Alphabet (Google) Class C
GOOG
$3.9T
$19.8M 1.5%
331,780
+46,500
+16% +$2.79M
JNJ icon
7
Johnson & Johnson
JNJ
$635B
$19.6M 1.49%
141,630
+20,106
+17% +$2.67M
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$3.91T
$19M 1.44%
315,480
+45,020
+17% +$2.73M
XOM icon
9
ExxonMobil
XOM
$651B
$19M 1.44%
223,558
+31,648
+16% +$2.59M
BAC icon
10
Bank of America
BAC
$435B
$15M 1.14%
508,834
+68,049
+15% +$2.07M
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.07T
$14.4M 1.1%
67,397
+9,646
+17% +$1.98M
V icon
12
Visa
V
$677B
$14.2M 1.07%
94,354
+12,723
+16% +$1.81M
PFE icon
13
Pfizer
PFE
$140B
$13.6M 1.03%
325,569
+41,523
+15% +$1.6M
UNH icon
14
UnitedHealth
UNH
$382B
$13.5M 1.02%
50,731
+6,918
+16% +$1.8M
T icon
15
AT&T
T
$165B
$12.9M 0.98%
507,664
+72,470
+17% +$1.78M
WFC icon
16
Wells Fargo
WFC
$261B
$12.9M 0.98%
244,633
+32,784
+15% +$1.87M
HD icon
17
Home Depot
HD
$332B
$12.6M 0.96%
61,000
+8,132
+15% +$1.64M
CVX icon
18
Chevron
CVX
$388B
$12.3M 0.94%
100,915
+14,425
+17% +$1.75M
CSCO icon
19
Cisco
CSCO
$450B
$12.1M 0.92%
248,311
+30,141
+14% +$1.36M
VZ icon
20
Verizon
VZ
$194B
$11.6M 0.88%
218,092
+31,186
+17% +$1.65M
INTC icon
21
Intel
INTC
$466B
$11.6M 0.88%
246,023
+34,130
+16% +$1.66M
PG icon
22
Procter & Gamble
PG
$343B
$11M 0.84%
132,714
+18,547
+16% +$1.52M
MA icon
23
Mastercard
MA
$477B
$10.9M 0.83%
48,960
+6,688
+16% +$1.4M
BA icon
24
Boeing
BA
$165B
$10.9M 0.83%
29,250
+3,922
+15% +$1.38M
MRK icon
25
Merck
MRK
$324B
$10.1M 0.76%
148,775
+20,832
+16% +$1.33M
1
2 3 4 5

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IA
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AT
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MSV
MN Services Vermogensbeheer The Hague, Netherlands $15.1B AUM 26.53% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
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
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GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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.