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
+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 | |
|---|---|---|---|---|---|---|
401
ResMed
RMD
$31.2B
| $235K | 0.06% |
+3,259
| New | +$225K |
|
402
Bunge Global
BG
$20.2B
| $234K | 0.06% |
+2,954
| New | +$221K |
|
403
Extra Space Storage
EXR
$31.6B
| $233K | 0.06% |
+3,135
| New | +$237K |
|
404
Raymond James Financial
RJF
$34.1B
| $233K | 0.06% |
+4,583
| New | +$233K |
|
405
Iron Mountain
IRM
$36.9B
| $229K | 0.06% |
+6,416
| New | +$227K |
|
406
Targa Resources
TRGP
$56.8B
| $229K | 0.06% |
+3,825
| New | +$222K |
|
407
Cheniere Energy
LNG
$54.1B
| $226K | 0.06% |
+4,787
| New | +$221K |
|
408
Hasbro
HAS
$12.9B
| $224K | 0.06% |
+2,240
| New | +$207K |
|
409
Pultegroup
PHM
$24.6B
| $223K | 0.06% |
+9,473
| New | +$204K |
|
|
TSS
410
DELISTED
Total System Services, Inc.
TSS
| $223K | 0.06% |
+4,176
| New | +$223K |
|
411
Delta Air Lines
DAL
$60.2B
| $220K | 0.06% |
+4,787
| New | +$234K |
|
412
Aramark
ARMK
$14.9B
| $218K | 0.06% |
+8,183
| New | +$209K |
|
413
BorgWarner
BWA
$13B
| $217K | 0.05% |
+5,902
| New | +$215K |
|
414
C.H. Robinson
CHRW
$17.2B
| $213K | 0.05% |
+2,750
| New | +$211K |
|
415
Darden Restaurants
DRI
$23.6B
| $213K | 0.05% |
+2,546
| New | +$191K |
|
|
SEE
416
DELISTED
Sealed Air
SEE
| $213K | 0.05% |
+4,889
| New | +$230K |
|
417
Flowserve
FLS
$9.78B
| $212K | 0.05% |
+4,380
| New | +$212K |
|
418
Workday
WDAY
$40.8B
| $212K | 0.05% |
+2,546
| New | +$211K |
|
|
WWAV
419
DELISTED
The WhiteWave Foods Company
WWAV
| $212K | 0.05% |
+3,768
| New | +$208K |
|
420
Mattel
MAT
$4.32B
| $211K | 0.05% |
+8,250
| New | +$221K |
|
421
SEI Investments
SEIC
$12.5B
| $211K | 0.05% |
+4,176
| New | +$211K |
|
|
SRCL
422
DELISTED
Stericycle Inc
SRCL
| $210K | 0.05% |
+2,529
| New | +$203K |
|
423
Qorvo
QRVO
$7.89B
| $209K | 0.05% |
+3,055
| New | +$196K |
|
|
KSU
424
DELISTED
Kansas City Southern
KSU
| $209K | 0.05% |
+2,438
| New | +$209K |
|
425
Coty
COTY
$2.46B
| $207K | 0.05% |
+11,425
| New | +$216K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
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.