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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
+6.39%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$396M
AUM Growth
+$183M
Cap. Flow
+$169M
Cap. Flow %
42.79%
Top 10 Hldgs %
19.12%
Holding
444
New
150
Increased
290
Reduced
–
Closed
4

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.28M
2
MSFT icon
Microsoft
MSFT
+$3.56M
3
XOM icon
ExxonMobil
XOM
+$2.62M
4
AMZN icon
Amazon
AMZN
+$2.54M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.44M

Top Sells

Rank Stock Value
1
SE
Spectra Energy Corp Wi
SE
+$364K
2
STJ
St Jude Medical
STJ
+$286K
3
IQV icon
IQVIA
IQV
+$283K
4
LLTC
Linear Technology Corp
LLTC
+$254K

Sector Composition

Rank Sector Weight
1 Financials 16.34%
2 Technology 15.55%
3 Healthcare 13.84%
4 Communication Services 10.92%
5 Industrials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OMC icon
226
Omnicom Group
OMC
$21.7B
$413K 0.1%
4,787
+1,731
+57% +$148K
EW icon
227
Edwards Lifesciences
EW
$51.1B
$412K 0.1%
13,134
+4,887
+59% +$153K
SWK icon
228
Stanley Black & Decker
SWK
$14.8B
$406K 0.1%
3,056
+1,120
+58% +$140K
DG icon
229
Dollar General
DG
$28.2B
$405K 0.1%
5,805
+2,138
+58% +$157K
LRCX icon
230
Lam Research
LRCX
$369B
$405K 0.1%
31,580
+12,220
+63% +$144K
FITB
231
Fifth Third Bancorp
FITB
$51.6B
$403K 0.1%
15,885
+6,001
+61% +$160K
GEN icon
232
Gen Digital
GEN
$16.9B
$403K 0.1%
13,138
+4,683
+55% +$133K
NUE icon
233
Nucor
NUE
$59.5B
$402K 0.1%
6,739
+2,647
+65% +$162K
TMUS icon
234
T-Mobile US
TMUS
$190B
$401K 0.1%
6,213
+2,138
+52% +$131K
MCO icon
235
Moody's
MCO
$83.7B
$399K 0.1%
3,564
+1,323
+59% +$142K
IP icon
236
International Paper
IP
$21.9B
$398K 0.1%
8,280
+3,011
+57% +$151K
RAI
237
DELISTED
Reynolds American Inc
RAI
$398K 0.1%
+6,312
New +$379K
EL icon
238
Estee Lauder
EL
$30.6B
$397K 0.1%
4,684
+1,833
+64% +$151K
ADSK icon
239
Autodesk
ADSK
$49.6B
$396K 0.1%
4,583
+1,527
+50% +$128K
APA icon
240
APA Corp
APA
$13B
$396K 0.1%
7,709
+2,923
+61% +$164K
ROK icon
241
Rockwell Automation
ROK
$53.5B
$396K 0.1%
2,546
+916
+56% +$137K
DVN icon
242
Devon Energy
DVN
$51.4B
$395K 0.1%
9,464
+3,461
+58% +$152K
WEC icon
243
WEC Energy
WEC
$35.6B
$395K 0.1%
6,516
+2,545
+64% +$150K
K
244
DELISTED
Kellanova
K
$392K 0.1%
5,747
+2,169
+61% +$150K
BCR
245
DELISTED
CR Bard Inc.
BCR
$392K 0.1%
1,576
+509
+48% +$123K
MNST icon
246
Monster Beverage
MNST
$91.5B
$386K 0.1%
16,704
+6,312
+61% +$141K
DLTR icon
247
Dollar Tree
DLTR
$24.9B
$383K 0.1%
4,884
+1,833
+60% +$141K
HIG icon
248
Hartford Financial Services
HIG
$39.2B
$382K 0.1%
7,946
+2,952
+59% +$143K
NTRS icon
249
Northern Trust
NTRS
$33.3B
$379K 0.1%
4,380
+1,629
+59% +$142K
SWKS icon
250
Skyworks Solutions
SWKS
$9.22B
$379K 0.1%
+3,870
New +$353K
8 9
10
11 12

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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 Q1 2017 Portfolio in Review

As of Q1 2017, IFM Investors held 444 positions worth $396M, up 86% from $212M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

IFM Investors deployed $169M of net new capital in Q1 2017, opening 150 new positions and adding to 290 existing holdings. Its largest new stake was SLB Ltd: 28,298 shares worth $2.21M.

By sector, the portfolio is most concentrated in Financials at 16% of assets, down from 18% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the most notable exit was Spectra Energy Corp Wi, an estimated $364K sold.

  • IFM Investors's largest Q1 2017 buy was SLB Ltd: 28,298 shares worth $2.21M.
  • IFM Investors added most to Apple in Q1 2017, an estimated $5.28M increase.
  • IFM Investors fully exited Spectra Energy Corp Wi in Q1 2017, selling an estimated $364K.
  • IFM Investors's ten largest holdings make up 19% of its $396M portfolio in Q1 2017.
  • IFM Investors opened 150 new positions and closed 4 in Q1 2017.
  • IFM Investors's portfolio value rose 86% quarter-over-quarter to $396M.

Based on IFM Investors's 13F filing for Q1 2017, filed 10 May 2017.