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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 | |
|---|---|---|---|---|---|---|
301
J.M. Smucker
SJM
$12.7B
| $435K | 0.08% |
3,678
+936
| +34% | +$118K |
|
302
Xylem
XYL
$27.3B
| $434K | 0.08% |
7,836
+808
| +11% | +$42.1K |
|
303
News Corp Class A
NWSA
$14.9B
| $433K | 0.08% |
31,594
+16,942
| +116% | +$222K |
|
304
Whirlpool
WHR
$2.43B
| $432K | 0.08% |
2,255
+644
| +40% | +$118K |
|
305
Motorola Solutions
MSI
$72.3B
| $430K | 0.08% |
4,963
+1,703
| +52% | +$144K |
|
|
WFM
306
DELISTED
Whole Foods Market Inc
WFM
| $429K | 0.08% |
10,178
+2,233
| +28% | +$81.3K |
|
307
Celanese
CE
$4.9B
| $427K | 0.08% |
4,499
+1,342
| +43% | +$120K |
|
308
BioMarin Pharmaceuticals
BMRN
$11.6B
| $426K | 0.08% |
4,688
+1,327
| +39% | +$121K |
|
309
Host Hotels & Resorts
HST
$17.2B
| $424K | 0.08% |
23,189
+5,263
| +29% | +$96.6K |
|
310
Devon Energy
DVN
$52.1B
| $422K | 0.08% |
13,197
+3,733
| +39% | +$136K |
|
|
WRK
311
DELISTED
WestRock Company
WRK
| $422K | 0.08% |
7,448
+1,948
| +35% | +$106K |
|
312
Conagra Brands
CAG
$6.94B
| $419K | 0.08% |
11,725
+3,372
| +40% | +$131K |
|
313
Henry Schein
HSIC
$9.77B
| $419K | 0.08% |
5,842
+1,685
| +41% | +$117K |
|
314
Eastman Chemical
EMN
$8B
| $415K | 0.07% |
4,938
+1,679
| +52% | +$135K |
|
315
Fastenal
FAST
$54.7B
| $415K | 0.07% |
38,128
+10,800
| +40% | +$121K |
|
316
Ameren
AEE
$30.3B
| $414K | 0.07% |
7,575
+1,974
| +35% | +$110K |
|
317
American Water Works
AWK
$26.7B
| $413K | 0.07% |
5,297
+1,325
| +33% | +$104K |
|
318
Loews
L
$23.9B
| $411K | 0.07% |
8,783
+1,348
| +18% | +$63.1K |
|
319
Invesco
IVZ
$13.1B
| $410K | 0.07% |
11,653
+2,894
| +33% | +$94.3K |
|
320
Ball Corp
BALL
$17.3B
| $408K | 0.07% |
9,675
+2,525
| +35% | +$99.8K |
|
321
Waters Corp
WAT
$37B
| $407K | 0.07% |
2,216
+505
| +30% | +$87.8K |
|
|
HOLX
322
DELISTED
Hologic
HOLX
| $405K | 0.07% |
8,925
+2,110
| +31% | +$93.1K |
|
323
FirstEnergy
FE
$28B
| $404K | 0.07% |
13,871
+3,812
| +38% | +$113K |
|
324
Fortune Brands Innovations
FBIN
$5.88B
| $402K | 0.07% |
7,212
+2,683
| +59% | +$145K |
|
325
TransDigm Group
TDG
$70.2B
| $402K | 0.07% |
1,495
+388
| +35% | +$98.5K |
|
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IA
AT
UM
FCAS
RFC
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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.