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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 | |
|---|---|---|---|---|---|---|
376
International Flavors & Fragrances
IFF
$20.6B
| $248K | 0.06% |
+1,871
| New | +$230K |
|
377
Verisk Analytics
VRSK
$25.1B
| $248K | 0.06% |
+3,056
| New | +$251K |
|
378
Harley-Davidson
HOG
$2.66B
| $247K | 0.06% |
+4,075
| New | +$239K |
|
379
Centene
CNC
$31.5B
| $246K | 0.06% |
+6,906
| New | +$231K |
|
380
CBRE Group
CBRE
$43B
| $245K | 0.06% |
+7,028
| New | +$235K |
|
381
Campbell Soup
CPB
$6.67B
| $245K | 0.06% |
+4,278
| New | +$259K |
|
382
TransDigm Group
TDG
$71.9B
| $244K | 0.06% |
+1,107
| New | +$264K |
|
|
XEC
383
DELISTED
CIMAREX ENERGY CO
XEC
| $243K | 0.06% |
+2,035
| New | +$264K |
|
384
EQT Corp
EQT
$33.5B
| $242K | 0.06% |
+7,278
| New | +$243K |
|
385
United Rentals
URI
$69.5B
| $242K | 0.06% |
+1,935
| New | +$235K |
|
386
FMC
FMC
$1.3B
| $241K | 0.06% |
+3,993
| New | +$207K |
|
|
JNPR
387
DELISTED
Juniper Networks
JNPR
| $241K | 0.06% |
+8,658
| New | +$242K |
|
|
CTRA
388
DELISTED
Coterra Energy
CTRA
| $239K | 0.06% |
+9,981
| New | +$226K |
|
389
Global Payments
GPN
$23.6B
| $238K | 0.06% |
+2,954
| New | +$232K |
|
|
CDK
390
DELISTED
CDK Global, Inc.
CDK
| $238K | 0.06% |
+3,667
| New | +$235K |
|
391
Akamai
AKAM
$17.1B
| $237K | 0.06% |
+3,972
| New | +$261K |
|
392
The Mosaic Company
MOS
$6.93B
| $237K | 0.06% |
+8,135
| New | +$251K |
|
393
NiSource
NI
$21.3B
| $237K | 0.06% |
+9,961
| New | +$228K |
|
394
AES
AES
$10.5B
| $236K | 0.06% |
21,084
+5,701
| +37% | +$65.1K |
|
395
Fortune Brands Innovations
FBIN
$6.22B
| $236K | 0.06% |
+4,529
| New | +$222K |
|
|
FL
396
DELISTED
Foot Locker
FL
| $236K | 0.06% |
+3,157
| New | +$228K |
|
|
WFM
397
DELISTED
Whole Foods Market Inc
WFM
| $236K | 0.06% |
+7,945
| New | +$239K |
|
398
Bath & Body Works
BBWI
$4.23B
| $235K | 0.06% |
6,173
+2,393
| +63% | +$108K |
|
399
DaVita
DVA
$15B
| $235K | 0.06% |
+3,454
| New | +$229K |
|
400
Lennar Class A
LEN
$20.5B
| $235K | 0.06% |
+4,816
| New | +$218K |
|
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IA
AT
UM
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RFC
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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.