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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 | |
|---|---|---|---|---|---|---|
|
GAP
451
The Gap Inc
GAP
$7.23B
| $242K | 0.04% |
+10,990
| New | +$262K |
|
|
SPLS
452
DELISTED
Staples Inc
SPLS
| $242K | 0.04% |
24,014
+9,099
| +61% | +$85K |
|
453
Mattel
MAT
$4.38B
| $239K | 0.04% |
11,105
+2,855
| +35% | +$64.5K |
|
454
Hormel Foods
HRL
$13.8B
| $236K | 0.04% |
6,916
+1,010
| +17% | +$34.8K |
|
455
VeriSign
VRSN
$26.2B
| $236K | 0.04% |
+2,543
| New | +$230K |
|
456
Voya Financial
VOYA
$9.01B
| $235K | 0.04% |
+6,370
| New | +$232K |
|
|
CIT
457
DELISTED
CIT Group Inc.
CIT
| $234K | 0.04% |
+4,803
| New | +$221K |
|
458
Labcorp
LH
$25B
| $232K | 0.04% |
+1,751
| New | +$214K |
|
459
ManpowerGroup
MAN
$2.44B
| $232K | 0.04% |
+2,075
| New | +$214K |
|
460
Flowserve
FLS
$9.71B
| $231K | 0.04% |
4,975
+595
| +14% | +$28.7K |
|
461
C.H. Robinson
CHRW
$17.4B
| $230K | 0.04% |
3,345
+595
| +22% | +$42.2K |
|
462
Diamondback Energy
FANG
$57.1B
| $229K | 0.04% |
+2,576
| New | +$250K |
|
|
IPG
463
DELISTED
Interpublic Group of Companies
IPG
| $229K | 0.04% |
9,298
-2,619
| -22% | -$64K |
|
464
Robert Half
RHI
$3.87B
| $229K | 0.04% |
4,773
+597
| +14% | +$27.9K |
|
465
Wabtec
WAB
$49.1B
| $229K | 0.04% |
+2,508
| New | +$209K |
|
466
Kohl's
KSS
$2.17B
| $227K | 0.04% |
+5,865
| New | +$225K |
|
|
S
467
DELISTED
Sprint Corporation
S
| $227K | 0.04% |
27,707
+8,702
| +46% | +$72.4K |
|
468
Fortinet
FTNT
$119B
| $224K | 0.04% |
+29,965
| New | +$232K |
|
469
Jacobs Solutions
J
$15.9B
| $224K | 0.04% |
+4,971
| New | +$221K |
|
470
Nasdaq
NDAQ
$52.7B
| $222K | 0.04% |
+9,333
| New | +$215K |
|
471
Advance Auto Parts
AAP
$3.35B
| $219K | 0.04% |
+1,881
| New | +$258K |
|
472
AGNC Investment
AGNC
$12.4B
| $219K | 0.04% |
+10,300
| New | +$214K |
|
473
Capri Holdings
CPRI
$1.83B
| $218K | 0.04% |
+6,010
| New | +$218K |
|
474
Tractor Supply
TSCO
$16.1B
| $216K | 0.04% |
+19,895
| New | +$237K |
|
|
PE
475
DELISTED
PARSLEY ENERGY INC
PE
| $213K | 0.04% |
+7,674
| New | +$228K |
|
Similar funds
IA
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UM
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RFC
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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.