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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
+5.08%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$207M
Cap. Flow
% of AUM
97.37%
Top 10 Holdings %
Top 10 Hldgs %
20.8%
Holding
294
New
294
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$7.75M |
| 2 |
Microsoft
MSFT
|
+$5.7M |
| 3 |
ExxonMobil
XOM
|
+$4.62M |
| 4 |
Johnson & Johnson
JNJ
|
+$4.05M |
| 5 |
Amazon
AMZN
|
+$3.99M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.62% |
| 2 | Technology | 15.29% |
| 3 | Healthcare | 14.5% |
| 4 | Communication Services | 11.18% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vulcan Materials
VMC
$36.5B
| $254K | 0.12% |
+2,028
| New | +$245K |
|
|
LLTC
227
DELISTED
Linear Technology Corp
LLTC
| $254K | 0.12% |
+4,075
| New | +$248K |
|
228
Eversource Energy
ES
$26.9B
| $253K | 0.12% |
+4,573
| New | +$244K |
|
229
Newell Brands
NWL
$2.62B
| $253K | 0.12% |
+5,656
| New | +$274K |
|
|
K
230
DELISTED
Kellanova
K
| $248K | 0.12% |
+3,578
| New | +$249K |
|
231
Loews
L
$23.6B
| $248K | 0.12% |
+5,297
| New | +$232K |
|
232
Paychex
PAYX
$42.4B
| $248K | 0.12% |
+4,073
| New | +$235K |
|
233
Northern Trust
NTRS
$33.7B
| $245K | 0.12% |
+2,751
| New | +$219K |
|
234
Masco
MAS
$14.9B
| $244K | 0.11% |
+7,716
| New | +$248K |
|
235
Nucor
NUE
$62.2B
| $244K | 0.11% |
+4,092
| New | +$229K |
|
236
Lincoln National
LNC
$8.93B
| $243K | 0.11% |
+3,667
| New | +$213K |
|
237
Parker-Hannifin
PH
$134B
| $242K | 0.11% |
+1,732
| New | +$230K |
|
238
Regions Financial
RF
$26.9B
| $242K | 0.11% |
+16,829
| New | +$208K |
|
239
Roper Technologies
ROP
$38.8B
| $242K | 0.11% |
+1,322
| New | +$237K |
|
240
Western Digital
WDC
$159B
| $242K | 0.11% |
+4,711
| New | +$217K |
|
|
CXO
241
DELISTED
CONCHO RESOURCES INC.
CXO
| $242K | 0.11% |
+1,828
| New | +$249K |
|
|
BCR
242
DELISTED
CR Bard Inc.
BCR
| $240K | 0.11% |
+1,067
| New | +$232K |
|
243
Ameriprise Financial
AMP
$49.1B
| $238K | 0.11% |
+2,141
| New | +$226K |
|
244
Hartford Financial Services
HIG
$39.3B
| $238K | 0.11% |
+4,994
| New | +$229K |
|
245
T. Rowe Price
TROW
$24.2B
| $238K | 0.11% |
+3,158
| New | +$224K |
|
246
Molson Coors Class B
TAP
$7.89B
| $237K | 0.11% |
+2,436
| New | +$249K |
|
247
CenterPoint Energy
CNP
$26.6B
| $236K | 0.11% |
+9,576
| New | +$224K |
|
248
Dollar Tree
DLTR
$24.8B
| $235K | 0.11% |
+3,051
| New | +$246K |
|
249
Illumina
ILMN
$28.7B
| $235K | 0.11% |
+1,885
| New | +$254K |
|
250
J.M. Smucker
SJM
$12.6B
| $234K | 0.11% |
+1,826
| New | +$237K |
|
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IA
AT
UM
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IFM Investors's Q4 2016 Portfolio in Review
Q4 2016 is the first quarter with a 13F filing on record for IFM Investors, which disclosed 294 positions worth $212M. Its ten largest holdings account for 21% of the portfolio.
Its largest position is Apple: 273,192 shares worth $7.91M.
By sector, the portfolio is most concentrated in Financials at 18% of assets, followed by Technology and Healthcare.
- IFM Investors's largest Q4 2016 buy was Apple: 273,192 shares worth $7.91M.
- IFM Investors's ten largest holdings make up 21% of its $212M portfolio in Q4 2016.
- IFM Investors disclosed 294 positions in Q4 2016, its first 13F filing on record.
Based on IFM Investors's 13F filing for Q4 2016, filed 16 Feb 2017.