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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 | |
|---|---|---|---|---|---|---|
251
VF Corp
VFC
$5.63B
| $522K | 0.09% |
9,616
+2,371
| +33% | +$122K |
|
|
K
252
DELISTED
Kellanova
K
| $518K | 0.09% |
7,945
+2,198
| +38% | +$148K |
|
253
APA Corp
APA
$13.2B
| $515K | 0.09% |
10,748
+3,039
| +39% | +$150K |
|
254
Paychex
PAYX
$41.6B
| $514K | 0.09% |
9,031
+2,616
| +41% | +$154K |
|
255
DTE Energy
DTE
$29.5B
| $505K | 0.09% |
5,607
+1,299
| +30% | +$118K |
|
256
T. Rowe Price
TROW
$23.9B
| $505K | 0.09% |
6,799
+1,707
| +34% | +$122K |
|
257
Expedia Group
EXPE
$35.4B
| $503K | 0.09% |
3,377
+933
| +38% | +$131K |
|
258
DigitalBridge
DBRG
$2.93B
| $502K | 0.09% |
+8,916
| New | +$484K |
|
259
Citizens Financial Group
CFG
$30.3B
| $500K | 0.09% |
14,014
+3,523
| +34% | +$125K |
|
260
T-Mobile US
TMUS
$185B
| $499K | 0.09% |
8,233
+2,020
| +33% | +$132K |
|
261
Vulcan Materials
VMC
$34.8B
| $499K | 0.09% |
3,938
+892
| +29% | +$112K |
|
262
Microchip Technology
MCHP
$40.3B
| $498K | 0.09% |
12,900
+2,714
| +27% | +$107K |
|
|
COL
263
DELISTED
Rockwell Collins
COL
| $498K | 0.09% |
4,738
+2,099
| +80% | +$217K |
|
264
Clorox
CLX
$11.6B
| $497K | 0.09% |
3,727
+977
| +36% | +$132K |
|
265
Gen Digital
GEN
$16.4B
| $497K | 0.09% |
17,576
+4,438
| +34% | +$134K |
|
266
Digital Realty Trust
DLR
$69.7B
| $495K | 0.09% |
4,383
+1,137
| +35% | +$130K |
|
|
LVLT
267
DELISTED
Level 3 Communications Inc
LVLT
| $494K | 0.09% |
8,333
+1,968
| +31% | +$118K |
|
268
Skyworks Solutions
SWKS
$9.37B
| $491K | 0.09% |
5,121
+1,251
| +32% | +$128K |
|
|
WCN
269
Waste Connections
WCN
$42.2B
| $487K | 0.09% |
+7,554
| New | +$469K |
|
270
Newmont
NEM
$98.7B
| $484K | 0.09% |
14,946
+4,033
| +37% | +$136K |
|
271
SBA Communications
SBAC
$19.2B
| $481K | 0.09% |
3,569
+1,329
| +59% | +$173K |
|
272
Keurig Dr Pepper
KDP
$42.3B
| $478K | 0.09% |
5,246
+1,478
| +39% | +$138K |
|
273
Lincoln National
LNC
$8.73B
| $478K | 0.09% |
7,071
+1,673
| +31% | +$111K |
|
274
Freeport-McMoran
FCX
$90B
| $477K | 0.09% |
39,729
+13,848
| +54% | +$168K |
|
275
AutoZone
AZO
$49.2B
| $475K | 0.09% |
832
+221
| +36% | +$144K |
|
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IA
AT
UM
FCAS
RFC
GF
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.