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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 | |
|---|---|---|---|---|---|---|
401
Iron Mountain
IRM
$36.4B
| $319K | 0.06% |
9,274
+2,858
| +45% | +$100K |
|
402
DaVita
DVA
$15.4B
| $317K | 0.06% |
4,893
+1,439
| +42% | +$95.3K |
|
403
Mercado Libre
MELI
$95.2B
| $315K | 0.06% |
+1,257
| New | +$323K |
|
|
MRO
404
DELISTED
Marathon Oil Corporation
MRO
| $314K | 0.06% |
26,485
+7,882
| +42% | +$110K |
|
405
Travel + Leisure Co
TNL
$4.66B
| $313K | 0.06% |
+6,909
| New | +$300K |
|
406
Southwest Airlines
LUV
$22B
| $311K | 0.06% |
+5,000
| New | +$291K |
|
407
Oneok
OKE
$57.2B
| $311K | 0.06% |
5,954
+963
| +19% | +$49.8K |
|
408
Cheniere Energy
LNG
$55.2B
| $310K | 0.06% |
6,363
+1,576
| +33% | +$75.2K |
|
409
Trimble
TRMB
$13.2B
| $309K | 0.06% |
+8,657
| New | +$300K |
|
|
TWTR
410
DELISTED
Twitter, Inc.
TWTR
| $306K | 0.06% |
17,120
+4,795
| +39% | +$81.7K |
|
411
CDW
CDW
$18.9B
| $305K | 0.05% |
4,875
+1,310
| +37% | +$78.4K |
|
412
AES
AES
$10.5B
| $304K | 0.05% |
27,352
+6,268
| +30% | +$72K |
|
413
Harley-Davidson
HOG
$2.58B
| $303K | 0.05% |
5,608
+1,533
| +38% | +$85.3K |
|
414
Bunge Global
BG
$20.4B
| $300K | 0.05% |
4,027
+1,073
| +36% | +$81.6K |
|
415
Delta Air Lines
DAL
$57.5B
| $299K | 0.05% |
5,571
+784
| +16% | +$38.4K |
|
416
Expeditors International
EXPD
$22B
| $296K | 0.05% |
5,241
+658
| +14% | +$36.2K |
|
417
BorgWarner
BWA
$13.1B
| $294K | 0.05% |
7,877
+1,975
| +33% | +$71.6K |
|
|
HBI
418
DELISTED
Hanesbrands
HBI
| $293K | 0.05% |
+12,652
| New | +$273K |
|
419
Howmet Aerospace
HWM
$113B
| $290K | 0.05% |
16,724
+3,674
| +28% | +$74.9K |
|
420
Teleflex
TFX
$6.05B
| $290K | 0.05% |
+1,398
| New | +$280K |
|
421
Advanced Micro Devices
AMD
$776B
| $288K | 0.05% |
+23,094
| New | +$282K |
|
422
Jefferies Financial Group
JEF
$12.6B
| $287K | 0.05% |
12,263
+1,226
| +11% | +$27.9K |
|
423
Raymond James Financial
RJF
$33.8B
| $287K | 0.05% |
5,360
+777
| +17% | +$39.1K |
|
424
Avery Dennison
AVY
$13B
| $285K | 0.05% |
+3,228
| New | +$270K |
|
425
Coty
COTY
$2.42B
| $284K | 0.05% |
15,153
+3,728
| +33% | +$69.1K |
|
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.