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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
(+86%)
Cap. Flow
+$169M
Cap. Flow
% of AUM
42.79%
Top 10 Holdings %
Top 10 Hldgs %
19.12%
Holding
444
New
150
Increased
290
Reduced
–
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.28M |
| 2 |
Microsoft
MSFT
|
+$3.56M |
| 3 |
ExxonMobil
XOM
|
+$2.62M |
| 4 |
Amazon
AMZN
|
+$2.54M |
| 5 |
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 |
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 | |
|---|---|---|---|---|---|---|
326
Arthur J. Gallagher & Co
AJG
$63.5B
| $288K | 0.07% |
+5,093
| New | +$281K |
|
|
WRK
327
DELISTED
WestRock Company
WRK
| $286K | 0.07% |
+5,500
| New | +$290K |
|
|
HES
328
DELISTED
Hess
HES
| $285K | 0.07% |
5,909
+2,342
| +66% | +$124K |
|
|
DISH
329
DELISTED
DISH Network Corp.
DISH
| $285K | 0.07% |
+4,482
| New | +$277K |
|
330
Celanese
CE
$4.81B
| $284K | 0.07% |
+3,157
| New | +$276K |
|
331
Kimco Realty
KIM
$17.1B
| $284K | 0.07% |
12,834
+3,869
| +43% | +$93K |
|
|
MXIM
332
DELISTED
Maxim Integrated Products
MXIM
| $284K | 0.07% |
+6,315
| New | +$277K |
|
333
L3Harris
LHX
$51.7B
| $282K | 0.07% |
+2,538
| New | +$271K |
|
334
MGM Resorts International
MGM
$11.4B
| $282K | 0.07% |
10,287
+3,360
| +49% | +$93.2K |
|
335
Motorola Solutions
MSI
$72.6B
| $281K | 0.07% |
+3,260
| New | +$266K |
|
336
Albemarle
ALB
$14B
| $280K | 0.07% |
+2,648
| New | +$258K |
|
|
LSXMK
337
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $280K | 0.07% |
+9,495
| New | +$268K |
|
338
Bread Financial
BFH
$4.48B
| $279K | 0.07% |
+1,403
| New | +$265K |
|
339
Dell
DELL
$277B
| $279K | 0.07% |
+15,507
| New | +$271K |
|
340
Dover
DOV
$27.7B
| $278K | 0.07% |
+4,287
| New | +$273K |
|
341
Henry Schein
HSIC
$9.85B
| $277K | 0.07% |
+4,157
| New | +$270K |
|
342
Oneok
OKE
$55.6B
| $277K | 0.07% |
+4,991
| New | +$274K |
|
343
ServiceNow
NOW
$118B
| $276K | 0.07% |
+15,785
| New | +$275K |
|
344
Whirlpool
WHR
$2.54B
| $276K | 0.07% |
+1,611
| New | +$286K |
|
345
Ally Financial
ALLY
$13.4B
| $273K | 0.07% |
+13,419
| New | +$285K |
|
346
Genuine Parts
GPC
$17.7B
| $273K | 0.07% |
+2,954
| New | +$284K |
|
347
Chipotle Mexican Grill
CMG
$47.4B
| $272K | 0.07% |
+30,550
| New | +$252K |
|
348
D.R. Horton
DHI
$41B
| $271K | 0.07% |
+8,148
| New | +$253K |
|
|
GGP
349
DELISTED
GGP Inc.
GGP
| $271K | 0.07% |
+11,711
| New | +$286K |
|
350
SBA Communications
SBAC
$19B
| $270K | 0.07% |
+2,240
| New | +$247K |
|
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UM
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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.