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II

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 %
97.37%
Top 10 Hldgs %
20.8%
Holding
294
New
294
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$7.75M
2
MSFT icon
Microsoft
MSFT
+$5.7M
3
XOM icon
ExxonMobil
XOM
+$4.62M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.05M
5
AMZN icon
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
MCO icon
276
Moody's
MCO
$81.8B
$211K 0.1%
+2,241
New +$226K
CMA
277
DELISTED
Comerica
CMA
$208K 0.1%
+3,056
New +$179K
CMS icon
278
CMS Energy
CMS
$22.4B
$208K 0.1%
+4,992
New +$204K
FTV icon
279
Fortive
FTV
$18.5B
$208K 0.1%
+6,137
New +$203K
FCX icon
280
Freeport-McMoran
FCX
$95.7B
$207K 0.1%
+15,700
New +$201K
MRO
281
DELISTED
Marathon Oil Corporation
MRO
$207K 0.1%
+11,985
New +$192K
CAG icon
282
Conagra Brands
CAG
$7.13B
$206K 0.1%
+5,197
New +$194K
LRCX icon
283
Lam Research
LRCX
$387B
$205K 0.1%
+19,360
New +$197K
NBL
284
DELISTED
Noble Energy, Inc.
NBL
$205K 0.1%
+5,397
New +$201K
ULTA icon
285
Ulta Beauty
ULTA
$23.3B
$204K 0.1%
+800
New +$200K
IPG
286
DELISTED
Interpublic Group of Companies
IPG
$203K 0.1%
+8,659
New +$200K
GEN icon
287
Gen Digital
GEN
$16.4B
$202K 0.1%
+8,455
New +$208K
NOV icon
288
NOV
NOV
$7.18B
$202K 0.1%
+5,399
New +$197K
BBWI icon
289
Bath & Body Works
BBWI
$4.1B
$201K 0.09%
+3,780
New +$215K
FE icon
290
FirstEnergy
FE
$27.4B
$201K 0.09%
+6,496
New +$208K
BBY icon
291
Best Buy
BBY
$17B
$200K 0.09%
+4,686
New +$199K
MGM icon
292
MGM Resorts International
MGM
$11.5B
$200K 0.09%
+6,927
New +$192K
AES icon
293
AES
AES
$10.5B
$179K 0.08%
+15,383
New +$181K
NLY icon
294
Annaly Capital Management
NLY
$17B
$151K 0.07%
+3,784
New +$154K
8 9 10 11
12

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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
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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.