We are live on
!
Find out more
II
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 | |
|---|---|---|---|---|---|---|
351
Synopsys
SNPS
$74.4B
| $372K | 0.07% |
5,095
+511
| +11% | +$37.6K |
|
|
DISH
352
DELISTED
DISH Network Corp.
DISH
| $372K | 0.07% |
5,922
+1,440
| +32% | +$90.8K |
|
353
Centene
CNC
$30.7B
| $371K | 0.07% |
9,284
+2,378
| +34% | +$89.8K |
|
|
QVCGA
354
DELISTED
QVC Group Inc Series A
QVCGA
| $371K | 0.07% |
311
+99
| +47% | +$110K |
|
355
Albemarle
ALB
$13.9B
| $370K | 0.07% |
3,506
+858
| +32% | +$93.3K |
|
356
Dell
DELL
$262B
| $369K | 0.07% |
21,529
+6,022
| +39% | +$110K |
|
|
CMA
357
DELISTED
Comerica
CMA
| $368K | 0.07% |
5,019
+639
| +15% | +$44.9K |
|
358
Global Payments
GPN
$23B
| $367K | 0.07% |
4,059
+1,105
| +37% | +$95.5K |
|
359
Darden Restaurants
DRI
$23.3B
| $365K | 0.07% |
4,035
+1,489
| +58% | +$130K |
|
|
AMTD
360
DELISTED
TD Ameritrade Holding Corp
AMTD
| $365K | 0.07% |
8,493
+2,061
| +32% | +$80K |
|
361
KLA
KLAC
$239B
| $364K | 0.07% |
39,810
+9,250
| +30% | +$92.3K |
|
362
Ally Financial
ALLY
$13.2B
| $363K | 0.07% |
17,351
+3,932
| +29% | +$77.2K |
|
363
Gartner
IT
$10.1B
| $361K | 0.07% |
+2,921
| New | +$339K |
|
364
Bath & Body Works
BBWI
$4.06B
| $360K | 0.06% |
8,273
+2,100
| +34% | +$86.1K |
|
365
Xerox
XRX
$387M
| $360K | 0.06% |
+12,521
| New | +$354K |
|
|
CTXS
366
DELISTED
Citrix Systems Inc
CTXS
| $360K | 0.06% |
4,528
+1,065
| +31% | +$88.3K |
|
367
Hilton Worldwide
HLT
$72.1B
| $357K | 0.06% |
5,776
+1,500
| +35% | +$93.3K |
|
368
Crown Holdings
CCK
$12.8B
| $351K | 0.06% |
+5,877
| New | +$332K |
|
369
Hasbro
HAS
$13.2B
| $351K | 0.06% |
3,148
+908
| +41% | +$93.6K |
|
|
HES
370
DELISTED
Hess
HES
| $351K | 0.06% |
8,006
+2,097
| +35% | +$98K |
|
371
International Flavors & Fragrances
IFF
$20.2B
| $350K | 0.06% |
2,594
+723
| +39% | +$98K |
|
|
PBCT
372
DELISTED
People's United Financial Inc
PBCT
| $350K | 0.06% |
+19,843
| New | +$345K |
|
373
Realty Income
O
$59.6B
| $349K | 0.06% |
6,522
+856
| +15% | +$47.4K |
|
|
VER
374
DELISTED
VEREIT, Inc.
VER
| $348K | 0.06% |
8,550
+2,459
| +40% | +$102K |
|
375
ResMed
RMD
$30.6B
| $345K | 0.06% |
4,426
+1,167
| +36% | +$83.5K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
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.