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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 | |
|---|---|---|---|---|---|---|
|
LSXMK
326
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $401K | 0.07% |
12,611
+3,116
| +33% | +$93.4K |
|
|
FRC
327
DELISTED
First Republic Bank
FRC
| $400K | 0.07% |
3,992
+1,140
| +40% | +$108K |
|
328
Verisk Analytics
VRSK
$25.4B
| $397K | 0.07% |
4,706
+1,650
| +54% | +$134K |
|
329
Genuine Parts
GPC
$17.1B
| $395K | 0.07% |
4,255
+1,301
| +44% | +$120K |
|
330
Western Union
WU
$1.98B
| $392K | 0.07% |
20,589
+4,190
| +26% | +$81.1K |
|
331
L3Harris
LHX
$51.6B
| $391K | 0.07% |
3,587
+1,049
| +41% | +$115K |
|
|
DRE
332
DELISTED
Duke Realty Corp.
DRE
| $391K | 0.07% |
14,006
+765
| +6% | +$21.5K |
|
333
Church & Dwight Co
CHD
$23.4B
| $390K | 0.07% |
7,510
+2,214
| +42% | +$113K |
|
334
Fidelity National Financial
FNF
$13.9B
| $389K | 0.07% |
12,484
+3,095
| +33% | +$89.2K |
|
335
NetApp
NTAP
$35B
| $388K | 0.07% |
9,692
+2,359
| +32% | +$94K |
|
336
NOV
NOV
$6.93B
| $387K | 0.07% |
11,735
+3,282
| +39% | +$113K |
|
|
NBL
337
DELISTED
Noble Energy, Inc.
NBL
| $386K | 0.07% |
13,639
+4,882
| +56% | +$152K |
|
338
Bread Financial
BFH
$4.37B
| $384K | 0.07% |
1,873
+470
| +33% | +$93.4K |
|
339
UDR
UDR
$12.3B
| $383K | 0.07% |
9,820
+2,486
| +34% | +$94.6K |
|
340
CMS Energy
CMS
$22.6B
| $382K | 0.07% |
8,250
+916
| +12% | +$42.3K |
|
341
D.R. Horton
DHI
$40B
| $382K | 0.07% |
11,050
+2,902
| +36% | +$96.9K |
|
|
GGP
342
DELISTED
GGP Inc.
GGP
| $382K | 0.07% |
16,209
+4,498
| +38% | +$104K |
|
343
Corpay
CPAY
$25B
| $381K | 0.07% |
2,644
+731
| +38% | +$104K |
|
344
Entergy
ETR
$50.2B
| $380K | 0.07% |
9,908
+1,964
| +25% | +$76K |
|
345
Lumen
LUMN
$6.57B
| $378K | 0.07% |
15,816
+4,815
| +44% | +$121K |
|
346
Unum
UNM
$13.6B
| $376K | 0.07% |
8,061
+1,338
| +20% | +$61.5K |
|
347
Cincinnati Financial
CINF
$27.3B
| $374K | 0.07% |
5,159
+1,696
| +49% | +$120K |
|
|
MXIM
348
DELISTED
Maxim Integrated Products
MXIM
| $374K | 0.07% |
8,329
+2,014
| +32% | +$92.5K |
|
|
ETFC
349
DELISTED
E*Trade Financial Corporation
ETFC
| $374K | 0.07% |
9,828
+2,291
| +30% | +$81K |
|
350
CarMax
KMX
$8.13B
| $373K | 0.07% |
5,914
+1,433
| +32% | +$86.6K |
|
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AT
UM
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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.