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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
+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
DOC icon
276
Healthpeak Properties
DOC
$14.9B
$346K 0.09%
+11,072
New +$340K
FCX icon
277
Freeport-McMoran
FCX
$91.5B
$346K 0.09%
25,881
+10,181
+65% +$146K
CA
278
DELISTED
CA, Inc.
CA
$346K 0.09%
10,899
+2,851
+35% +$91.7K
A icon
279
Agilent Technologies
A
$39.5B
$345K 0.09%
+6,518
New +$329K
DLR icon
280
Digital Realty Trust
DLR
$70.8B
$345K 0.09%
+3,246
New +$341K
ULTA icon
281
Ulta Beauty
ULTA
$23B
$344K 0.09%
1,207
+407
+51% +$111K
NOV icon
282
NOV
NOV
$6.94B
$339K 0.09%
8,453
+3,054
+57% +$119K
CAG icon
283
Conagra Brands
CAG
$7.14B
$337K 0.09%
8,353
+3,156
+61% +$126K
VNO icon
284
Vornado Realty Trust
VNO
$7.51B
$337K 0.09%
4,158
+1,512
+57% +$129K
MJN
285
DELISTED
Mead Johnson Nutrition Company
MJN
$336K 0.09%
+3,772
New +$310K
EFX icon
286
Equifax
EFX
$20.5B
$334K 0.08%
+2,442
New +$311K
HST icon
287
Host Hotels & Resorts
HST
$17.2B
$334K 0.08%
17,926
+5,701
+47% +$104K
WU icon
288
Western Union
WU
$2.04B
$334K 0.08%
16,399
+4,378
+36% +$89.4K
SNPS icon
289
Synopsys
SNPS
$75.1B
$331K 0.08%
+4,584
New +$307K
INFO
290
DELISTED
IHS Markit Ltd. Common Shares
INFO
$329K 0.08%
+7,851
New +$311K
CMS icon
291
CMS Energy
CMS
$22.5B
$328K 0.08%
7,334
+2,342
+47% +$101K
VIAB
292
DELISTED
Viacom Inc. Class B
VIAB
$328K 0.08%
+7,026
New +$297K
O icon
293
Realty Income
O
$59.2B
$327K 0.08%
+5,666
New +$328K
COR icon
294
Cencora
COR
$60B
$325K 0.08%
+3,669
New +$322K
BEN icon
295
Franklin Resources
BEN
$17.9B
$322K 0.08%
+7,641
New +$317K
FE icon
296
FirstEnergy
FE
$28B
$320K 0.08%
10,059
+3,563
+55% +$110K
XL
297
DELISTED
XL Group Ltd.
XL
$317K 0.08%
+7,945
New +$312K
RHT
298
DELISTED
Red Hat Inc
RHT
$317K 0.08%
+3,666
New +$291K
UNM icon
299
Unum
UNM
$14.3B
$315K 0.08%
6,723
+1,731
+35% +$81.1K
AME icon
300
Ametek
AME
$55.9B
$314K 0.08%
+5,806
New +$306K
10 11
12
13 14

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IA
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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.