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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
TAP icon
251
Molson Coors Class B
TAP
$7.86B
$379K 0.1%
3,963
+1,527
+63% +$149K
PAYX icon
252
Paychex
PAYX
$41.4B
$378K 0.1%
6,415
+2,342
+58% +$142K
CXO
253
DELISTED
CONCHO RESOURCES INC.
CXO
$378K 0.1%
2,948
+1,120
+61% +$151K
MCHP icon
254
Microchip Technology
MCHP
$42.8B
$376K 0.1%
10,186
+3,462
+51% +$122K
VFC icon
255
VF Corp
VFC
$6.03B
$375K 0.09%
7,245
+2,703
+60% +$133K
DTE icon
256
DTE Energy
DTE
$29.1B
$374K 0.09%
4,308
+1,675
+64% +$142K
CERN
257
DELISTED
Cerner Corp
CERN
$372K 0.09%
+6,314
New +$341K
CLX icon
258
Clorox
CLX
$12.2B
$371K 0.09%
+2,750
New +$356K
RSG icon
259
Republic Services
RSG
$63.6B
$371K 0.09%
5,903
+1,324
+29% +$79.2K
KDP icon
260
Keurig Dr Pepper
KDP
$42B
$369K 0.09%
3,768
+1,425
+61% +$133K
FTV icon
261
Fortive
FTV
$17.9B
$368K 0.09%
9,689
+3,552
+58% +$127K
VMC icon
262
Vulcan Materials
VMC
$36.7B
$367K 0.09%
3,046
+1,018
+50% +$125K
LVLT
263
DELISTED
Level 3 Communications Inc
LVLT
$364K 0.09%
6,365
+2,596
+69% +$150K
CFG icon
264
Citizens Financial Group
CFG
$30.9B
$362K 0.09%
10,491
+3,971
+61% +$145K
NEM icon
265
Newmont
NEM
$103B
$360K 0.09%
10,913
+4,174
+62% +$146K
SJM icon
266
J.M. Smucker
SJM
$12.5B
$359K 0.09%
2,742
+916
+50% +$125K
HSY icon
267
Hershey
HSY
$35.1B
$355K 0.09%
3,254
+1,120
+52% +$120K
CNP icon
268
CenterPoint Energy
CNP
$27.1B
$354K 0.09%
12,834
+3,258
+34% +$86.6K
LNC icon
269
Lincoln National
LNC
$8.81B
$353K 0.09%
5,398
+1,731
+47% +$118K
XYL icon
270
Xylem
XYL
$28B
$353K 0.09%
7,028
+1,527
+28% +$74.4K
FAST icon
271
Fastenal
FAST
$55.2B
$352K 0.09%
27,328
+8,960
+49% +$112K
MAS icon
272
Masco
MAS
$14.9B
$352K 0.09%
10,363
+2,647
+34% +$88.4K
L icon
273
Loews
L
$23.6B
$348K 0.09%
7,435
+2,138
+40% +$99.9K
DRE
274
DELISTED
Duke Realty Corp.
DRE
$348K 0.09%
13,241
+3,054
+30% +$78.6K
TROW icon
275
T. Rowe Price
TROW
$24.2B
$347K 0.09%
5,092
+1,934
+61% +$137K
9 10
11
12 13

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IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 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
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
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Mawer Investment 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.