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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
+3.23%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$556M
AUM Growth
+$160M
(+41%)
Cap. Flow
+$149M
Cap. Flow
% of AUM
26.73%
Top 10 Holdings %
Top 10 Hldgs %
18.93%
Holding
491
New
51
Increased
432
Reduced
1
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.14M |
| 2 |
Microsoft
MSFT
|
+$3.43M |
| 3 |
Amazon
AMZN
|
+$2.84M |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.48M |
| 5 |
Johnson & Johnson
JNJ
|
+$2.38M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
YHOO
Yahoo Inc
YHOO
|
+$841K |
| 2 |
Enbridge
ENB
|
+$578K |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$336K |
| 4 |
WWAV
The WhiteWave Foods Company
WWAV
|
+$212K |
| 5 |
BEAV
B/E Aerospace Inc
BEAV
|
+$202K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.67% |
| 2 | Technology | 15.52% |
| 3 | Healthcare | 14.2% |
| 4 | Communication Services | 10.6% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
DXC Technology
DXC
$1.82B
| $589K | 0.11% |
+8,869
| New | +$589K |
|
227
Moody's
MCO
$82.8B
| $581K | 0.1% |
4,778
+1,214
| +34% | +$142K |
|
228
Incyte
INCY
$24.2B
| $577K | 0.1% |
4,579
+1,086
| +31% | +$138K |
|
229
Northern Trust
NTRS
$22.4B
| $576K | 0.1% |
5,925
+1,545
| +35% | +$139K |
|
230
Ameriprise Financial
AMP
$48.3B
| $571K | 0.1% |
4,487
+1,220
| +37% | +$155K |
|
231
Eversource Energy
ES
$26.9B
| $571K | 0.1% |
9,398
+2,280
| +32% | +$138K |
|
232
Rockwell Automation
ROK
$53.4B
| $569K | 0.1% |
3,515
+969
| +38% | +$153K |
|
233
Marvell Technology
MRVL
$168B
| $567K | 0.1% |
34,321
+22,760
| +197% | +$368K |
|
234
Dollar General
DG
$28B
| $564K | 0.1% |
7,821
+2,016
| +35% | +$145K |
|
235
Boston Properties
BXP
$11.2B
| $562K | 0.1% |
4,569
+1,113
| +32% | +$141K |
|
236
Principal Financial Group
PFG
$24.3B
| $561K | 0.1% |
8,760
+1,936
| +28% | +$123K |
|
|
CERN
237
DELISTED
Cerner Corp
CERN
| $560K | 0.1% |
8,423
+2,109
| +33% | +$135K |
|
238
Hartford Financial Services
HIG
$38.9B
| $558K | 0.1% |
10,617
+2,671
| +34% | +$132K |
|
239
Regions Financial
RF
$26.4B
| $554K | 0.1% |
37,848
+9,051
| +31% | +$127K |
|
|
FITB
240
Fifth Third Bancorp
FITB
$51.2B
| $552K | 0.1% |
21,261
+5,376
| +34% | +$133K |
|
241
Masco
MAS
$14.1B
| $551K | 0.1% |
14,429
+4,066
| +39% | +$149K |
|
242
Monster Beverage
MNST
$94.3B
| $550K | 0.1% |
22,146
+5,442
| +33% | +$131K |
|
243
Tyson Foods
TSN
$20.4B
| $549K | 0.1% |
8,761
+2,052
| +31% | +$126K |
|
244
Autodesk
ADSK
$49.5B
| $545K | 0.1% |
5,402
+819
| +18% | +$81K |
|
245
Omnicom Group
OMC
$21.6B
| $545K | 0.1% |
6,573
+1,786
| +37% | +$149K |
|
246
O'Reilly Automotive
ORLY
$72.9B
| $543K | 0.1% |
37,260
+8,235
| +28% | +$134K |
|
247
WEC Energy
WEC
$35.7B
| $537K | 0.1% |
8,750
+2,234
| +34% | +$138K |
|
248
Agilent Technologies
A
$39.1B
| $534K | 0.1% |
9,002
+2,484
| +38% | +$141K |
|
|
CXO
249
DELISTED
CONCHO RESOURCES INC.
CXO
| $523K | 0.09% |
4,305
+1,357
| +46% | +$172K |
|
250
Nucor
NUE
$58.6B
| $522K | 0.09% |
9,023
+2,284
| +34% | +$134K |
|
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UM
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IFM Investors's Q2 2017 Portfolio in Review
As of Q2 2017, IFM Investors held 491 positions worth $556M, up 41% from $396M the previous quarter. Its ten largest holdings account for 19% of the portfolio.
IFM Investors deployed $149M of net new capital in Q2 2017, opening 51 new positions and adding to 432 existing holdings. Its largest new stake was DXC Technology: 8,869 shares worth $589K.
By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 16% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Interpublic Group of Companies, an estimated $64K trimmed.
- IFM Investors's largest Q2 2017 buy was DXC Technology: 8,869 shares worth $589K.
- IFM Investors added most to Apple in Q2 2017, an estimated $5.14M increase.
- IFM Investors's biggest Q2 2017 reduction was Interpublic Group of Companies, cutting an estimated $64K.
- IFM Investors fully exited Yahoo Inc in Q2 2017, selling an estimated $841K.
- IFM Investors's ten largest holdings make up 19% of its $556M portfolio in Q2 2017.
- IFM Investors opened 51 new positions and closed 7 in Q2 2017.
- IFM Investors's portfolio value rose 41% quarter-over-quarter to $556M.
Based on IFM Investors's 13F filing for Q2 2017, filed 10 Aug 2017.