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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 | |
|---|---|---|---|---|---|---|
251
T-Mobile US
TMUS
$193B
| $234K | 0.11% |
+4,075
| New | +$213K |
|
252
Hilton Worldwide
HLT
$72.5B
| $233K | 0.11% |
+2,852
| New | +$210K |
|
253
Textron
TXT
$15.1B
| $233K | 0.11% |
+4,788
| New | +$209K |
|
254
Vertex Pharmaceuticals
VRTX
$123B
| $233K | 0.11% |
+3,156
| New | +$257K |
|
255
WEC Energy
WEC
$35.2B
| $233K | 0.11% |
+3,971
| New | +$228K |
|
256
Citizens Financial Group
CFG
$30.5B
| $232K | 0.11% |
+6,520
| New | +$198K |
|
257
Host Hotels & Resorts
HST
$16B
| $230K | 0.11% |
+12,225
| New | +$206K |
|
258
Monster Beverage
MNST
$92.1B
| $230K | 0.11% |
+10,392
| New | +$238K |
|
259
Newmont
NEM
$111B
| $230K | 0.11% |
+6,739
| New | +$230K |
|
260
VF Corp
VFC
$5.8B
| $228K | 0.11% |
+4,542
| New | +$236K |
|
261
Autodesk
ADSK
$51.2B
| $226K | 0.11% |
+3,056
| New | +$225K |
|
262
Kimco Realty
KIM
$16.4B
| $226K | 0.11% |
+8,965
| New | +$236K |
|
263
Vornado Realty Trust
VNO
$7.27B
| $223K | 0.11% |
+2,646
| New | +$208K |
|
|
HES
264
DELISTED
Hess
HES
| $222K | 0.1% |
+3,567
| New | +$195K |
|
265
Stanley Black & Decker
SWK
$15.3B
| $222K | 0.1% |
+1,936
| New | +$231K |
|
266
DTE Energy
DTE
$29.1B
| $221K | 0.1% |
+2,633
| New | +$212K |
|
267
Hershey
HSY
$36.8B
| $221K | 0.1% |
+2,134
| New | +$211K |
|
268
Rockwell Automation
ROK
$49.2B
| $219K | 0.1% |
+1,630
| New | +$208K |
|
269
Unum
UNM
$14.2B
| $219K | 0.1% |
+4,992
| New | +$200K |
|
270
Estee Lauder
EL
$30.9B
| $218K | 0.1% |
+2,851
| New | +$232K |
|
271
Fastenal
FAST
$58.3B
| $216K | 0.1% |
+18,368
| New | +$202K |
|
272
Microchip Technology
MCHP
$40.4B
| $216K | 0.1% |
+6,724
| New | +$211K |
|
273
Incyte
INCY
$24B
| $214K | 0.1% |
+2,137
| New | +$208K |
|
274
Keurig Dr Pepper
KDP
$41.3B
| $212K | 0.1% |
+2,343
| New | +$205K |
|
|
LVLT
275
DELISTED
Level 3 Communications Inc
LVLT
| $212K | 0.1% |
+3,769
| New | +$199K |
|
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IA
AT
UM
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RFC
GF
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.