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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 | |
|---|---|---|---|---|---|---|
|
DISCK
376
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $345K | 0.06% |
13,698
+4,430
| +48% | +$117K |
|
|
KSU
377
DELISTED
Kansas City Southern
KSU
| $345K | 0.06% |
3,296
+858
| +35% | +$80.4K |
|
378
United Rentals
URI
$67.2B
| $344K | 0.06% |
3,052
+1,117
| +58% | +$125K |
|
|
WP
379
DELISTED
Worldpay, Inc.
WP
| $344K | 0.06% |
5,432
+1,459
| +37% | +$91.6K |
|
380
Chipotle Mexican Grill
CMG
$47.2B
| $343K | 0.06% |
41,200
+10,650
| +35% | +$98.8K |
|
381
CBRE Group
CBRE
$42.5B
| $340K | 0.06% |
9,334
+2,306
| +33% | +$80.2K |
|
382
Extra Space Storage
EXR
$31.3B
| $340K | 0.06% |
4,356
+1,221
| +39% | +$93.6K |
|
383
Palo Alto Networks
PANW
$270B
| $340K | 0.06% |
15,252
+4,320
| +40% | +$87.3K |
|
384
Goodyear
GT
$2B
| $338K | 0.06% |
9,677
+2,344
| +32% | +$80.7K |
|
|
CTRA
385
DELISTED
Coterra Energy
CTRA
| $337K | 0.06% |
13,427
+3,446
| +35% | +$81.4K |
|
|
TFCF
386
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $336K | 0.06% |
12,043
+2,673
| +29% | +$75.8K |
|
|
TIF
387
DELISTED
Tiffany & Co.
TIF
| $334K | 0.06% |
3,554
+804
| +29% | +$73.8K |
|
388
Arthur J. Gallagher & Co
AJG
$64.1B
| $333K | 0.06% |
5,821
+728
| +14% | +$41.1K |
|
389
FMC
FMC
$1.34B
| $333K | 0.06% |
5,248
+1,255
| +31% | +$80.8K |
|
390
Universal Health Services
UHS
$10.2B
| $333K | 0.06% |
2,730
+702
| +35% | +$83.6K |
|
391
Dover
DOV
$27.6B
| $330K | 0.06% |
5,087
+800
| +19% | +$52.2K |
|
392
Workday
WDAY
$39.6B
| $330K | 0.06% |
3,397
+851
| +33% | +$79.5K |
|
|
TSS
393
DELISTED
Total System Services, Inc.
TSS
| $330K | 0.06% |
5,667
+1,491
| +36% | +$85.3K |
|
394
Idexx Laboratories
IDXX
$44.1B
| $328K | 0.06% |
+2,033
| New | +$330K |
|
395
LKQ Corp
LKQ
$5.68B
| $326K | 0.06% |
9,890
+1,131
| +13% | +$35K |
|
|
VIAB
396
DELISTED
Viacom Inc. Class B
VIAB
| $324K | 0.06% |
9,651
+2,625
| +37% | +$99.9K |
|
397
Campbell Soup
CPB
$6.55B
| $323K | 0.06% |
6,191
+1,913
| +45% | +$108K |
|
398
EQT Corp
EQT
$33.3B
| $322K | 0.06% |
10,092
+2,814
| +39% | +$89.1K |
|
|
JNPR
399
DELISTED
Juniper Networks
JNPR
| $320K | 0.06% |
11,478
+2,820
| +33% | +$82K |
|
400
Packaging Corp of America
PKG
$21.9B
| $320K | 0.06% |
+2,870
| New | +$289K |
|
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.