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
+5.08%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$207M
Cap. Flow %
97.37%
Top 10 Hldgs %
20.8%
Holding
294
New
294
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$7.75M
2
MSFT icon
Microsoft
MSFT
+$5.7M
3
XOM icon
ExxonMobil
XOM
+$4.62M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.05M
5
AMZN icon
Amazon
AMZN
+$3.99M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 17.62%
2 Technology 15.29%
3 Healthcare 14.5%
4 Communication Services 11.18%
5 Industrials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
26
UnitedHealth
UNH
$376B
$1.94M 0.91%
+12,117
New +$1.81M
PEP icon
27
PepsiCo
PEP
$190B
$1.93M 0.91%
+18,433
New +$1.93M
CSCO icon
28
Cisco
CSCO
$457B
$1.92M 0.91%
+63,657
New +$1.94M
IBM icon
29
IBM
IBM
$211B
$1.91M 0.9%
+12,042
New +$1.83M
V icon
30
Visa
V
$684B
$1.89M 0.89%
+24,244
New +$1.95M
ORCL icon
31
Oracle
ORCL
$374B
$1.53M 0.72%
+39,688
New +$1.55M
AMGN icon
32
Amgen
AMGN
$208B
$1.4M 0.66%
+9,572
New +$1.44M
MMM icon
33
3M
MMM
$90.9B
$1.4M 0.66%
+9,379
New +$1.35M
WMT icon
34
Walmart Inc
WMT
$885B
$1.38M 0.65%
+59,901
New +$1.4M
MCD icon
35
McDonald's
MCD
$192B
$1.36M 0.64%
+11,213
New +$1.31M
ABBV icon
36
AbbVie
ABBV
$443B
$1.29M 0.61%
+20,576
New +$1.26M
MA icon
37
Mastercard
MA
$502B
$1.27M 0.6%
+12,327
New +$1.28M
BMY icon
38
Bristol-Myers Squibb
BMY
$133B
$1.24M 0.59%
+21,280
New +$1.16M
QCOM icon
39
Qualcomm
QCOM
$155B
$1.22M 0.58%
+18,758
New +$1.26M
GILD icon
40
Gilead Sciences
GILD
$162B
$1.21M 0.57%
+16,933
New +$1.26M
BA icon
41
Boeing
BA
$171B
$1.21M 0.57%
+7,746
New +$1.13M
GS icon
42
Goldman Sachs
GS
$300B
$1.15M 0.54%
+4,788
New +$972K
CELG
43
DELISTED
Celgene Corp
CELG
$1.14M 0.54%
+9,880
New +$1.1M
USB icon
44
US Bancorp
USB
$98.2B
$1.13M 0.53%
+22,001
New +$1.05M
UNP icon
45
Union Pacific
UNP
$174B
$1.11M 0.52%
+10,697
New +$1.05M
RTX icon
46
RTX Corp
RTX
$290B
$1.11M 0.52%
+16,038
New +$1.06M
CVS icon
47
CVS Health
CVS
$133B
$1.08M 0.51%
+13,653
New +$1.1M
HON icon
48
Honeywell
HON
$77B
$1.07M 0.51%
+10,261
New +$1.04M
SBUX icon
49
Starbucks
SBUX
$120B
$1.03M 0.49%
+18,637
New +$1.03M
UPS icon
50
United Parcel Service
UPS
$88.6B
$1M 0.47%
+8,759
New +$987K
1
2
3 4 5

Similar funds

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
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

IFM Investors's Q4 2016 Portfolio in Review

Q4 2016 is the first quarter with a 13F filing on record for IFM Investors, which disclosed 294 positions worth $212M. Its ten largest holdings account for 21% of the portfolio.

Its largest position is Apple: 273,192 shares worth $7.91M.

By sector, the portfolio is most concentrated in Financials at 18% of assets, followed by Technology and Healthcare.

  • IFM Investors's largest Q4 2016 buy was Apple: 273,192 shares worth $7.91M.
  • IFM Investors's ten largest holdings make up 21% of its $212M portfolio in Q4 2016.
  • IFM Investors disclosed 294 positions in Q4 2016, its first 13F filing on record.

Based on IFM Investors's 13F filing for Q4 2016, filed 16 Feb 2017.