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
+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 | |
|---|---|---|---|---|---|---|
|
FLG
426
Flagstar Bank National Association
FLG
$5.93B
| $283K | 0.05% |
7,186
+3,645
| +103% | +$145K |
|
427
NiSource
NI
$21.3B
| $280K | 0.05% |
11,060
+1,099
| +11% | +$27.4K |
|
428
Aramark
ARMK
$15B
| $277K | 0.05% |
9,376
+1,193
| +15% | +$32.7K |
|
429
Lennar Class A
LEN
$19.8B
| $277K | 0.05% |
5,465
+649
| +13% | +$31.9K |
|
|
NUAN
430
DELISTED
Nuance Communications, Inc.
NUAN
| $273K | 0.05% |
+18,138
| New | +$285K |
|
|
CDK
431
DELISTED
CDK Global, Inc.
CDK
| $271K | 0.05% |
4,363
+696
| +19% | +$43.7K |
|
432
PVH
PVH
$4B
| $269K | 0.05% |
+2,350
| New | +$244K |
|
|
XEC
433
DELISTED
CIMAREX ENERGY CO
XEC
| $265K | 0.05% |
2,822
+787
| +39% | +$86.7K |
|
434
Akamai
AKAM
$16.7B
| $263K | 0.05% |
5,281
+1,309
| +33% | +$69.1K |
|
435
Kimco Realty
KIM
$17.2B
| $263K | 0.05% |
14,334
+1,500
| +12% | +$29.4K |
|
436
Qorvo
QRVO
$7.99B
| $258K | 0.05% |
4,082
+1,027
| +34% | +$73.4K |
|
437
Norwegian Cruise Line
NCLH
$8.51B
| $257K | 0.05% |
+4,739
| New | +$245K |
|
|
SRCL
438
DELISTED
Stericycle Inc
SRCL
| $257K | 0.05% |
3,366
+837
| +33% | +$68.8K |
|
439
Pultegroup
PHM
$24.1B
| $256K | 0.05% |
10,447
+974
| +10% | +$22.7K |
|
|
VAR
440
DELISTED
Varian Medical Systems, Inc.
VAR
| $256K | 0.05% |
2,479
+246
| +11% | +$23.7K |
|
|
SEE
441
DELISTED
Sealed Air
SEE
| $254K | 0.05% |
5,671
+782
| +16% | +$34.5K |
|
442
The Mosaic Company
MOS
$7.03B
| $253K | 0.05% |
11,084
+2,949
| +36% | +$72.4K |
|
|
SPLK
443
DELISTED
Splunk Inc
SPLK
| $251K | 0.05% |
+4,417
| New | +$275K |
|
444
Globe Life
GL
$14.2B
| $248K | 0.04% |
+3,236
| New | +$246K |
|
445
SEI Investments
SEIC
$12.4B
| $248K | 0.04% |
4,610
+434
| +10% | +$22.4K |
|
|
EVHC
446
DELISTED
Envision Healthcare Holdings Inc
EVHC
| $248K | 0.04% |
+3,960
| New | +$228K |
|
447
Everest Group
EG
$14.5B
| $247K | 0.04% |
+972
| New | +$240K |
|
448
Mohawk Industries
MHK
$7.5B
| $247K | 0.04% |
+1,024
| New | +$242K |
|
449
Fluor
FLR
$7.01B
| $246K | 0.04% |
+5,377
| New | +$257K |
|
450
Targa Resources
TRGP
$58B
| $242K | 0.04% |
5,346
+1,521
| +40% | +$76.6K |
|
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.