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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
Cap. Flow
+$169M
Cap. Flow %
42.79%
Top 10 Hldgs %
19.12%
Holding
444
New
150
Increased
290
Reduced
–
Closed
4

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.28M
2
MSFT icon
Microsoft
MSFT
+$3.56M
3
XOM icon
ExxonMobil
XOM
+$2.62M
4
AMZN icon
Amazon
AMZN
+$2.54M
5
JNJ icon
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
IQV icon
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
CDW icon
426
CDW
CDW
$18.9B
$206K 0.05%
+3,565
New +$201K
QVCGA
427
DELISTED
QVC Group Inc Series A
QVCGA
$206K 0.05%
+212
New +$199K
HRL icon
428
Hormel Foods
HRL
$13.8B
$205K 0.05%
+5,906
New +$211K
PANW icon
429
Palo Alto Networks
PANW
$296B
$205K 0.05%
+10,932
New +$244K
RHI icon
430
Robert Half
RHI
$3.88B
$204K 0.05%
+4,176
New +$202K
VAR
431
DELISTED
Varian Medical Systems, Inc.
VAR
$203K 0.05%
+2,233
New +$186K
BEAV
432
DELISTED
B/E Aerospace Inc
BEAV
$202K 0.05%
+3,157
New +$198K
NWSA icon
433
News Corp Class A
NWSA
$15.1B
$190K 0.05%
+14,652
New +$184K
TWTR
434
DELISTED
Twitter, Inc.
TWTR
$184K 0.05%
+12,325
New +$200K
MRVL icon
435
Marvell Technology
MRVL
$193B
$176K 0.04%
+11,561
New +$178K
S
436
DELISTED
Sprint Corporation
S
$165K 0.04%
+19,005
New +$166K
FLG
437
Flagstar Bank National Association
FLG
$5.96B
$148K 0.04%
+3,541
New +$160K
SPLS
438
DELISTED
Staples Inc
SPLS
$131K 0.03%
+14,915
New +$134K
RAD
439
DELISTED
Rite Aid Corporation
RAD
$103K 0.03%
+1,212
New +$146K
FTR
440
DELISTED
Frontier Communications Corp.
FTR
$42K 0.01%
+1,318
New +$60.4K
IQV icon
441
IQVIA
IQV
$37.7B
– –
-3,726
Closed -$283K
LLTC
442
DELISTED
Linear Technology Corp
LLTC
– –
-4,075
Closed -$254K
SE
443
DELISTED
Spectra Energy Corp Wi
SE
– –
-8,854
Closed -$364K
STJ
444
DELISTED
St Jude Medical
STJ
– –
-3,564
Closed -$286K
14 15 16 17
18

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IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
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Mawer Investment Management
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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.