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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
+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
CSCO icon
26
Cisco
CSCO
$448B
$3.45M 0.87%
102,019
+38,362
+60% +$1.24M
V icon
27
Visa
V
$684B
$3.4M 0.86%
38,292
+14,048
+58% +$1.21M
PEP icon
28
PepsiCo
PEP
$191B
$3.28M 0.83%
29,323
+10,890
+59% +$1.17M
IBM icon
29
IBM
IBM
$209B
$3.19M 0.81%
19,174
+7,132
+59% +$1.2M
UNH icon
30
UnitedHealth
UNH
$383B
$3.17M 0.8%
19,315
+7,198
+59% +$1.18M
ORCL icon
31
Oracle
ORCL
$367B
$2.8M 0.71%
62,795
+23,107
+58% +$962K
AMGN icon
32
Amgen
AMGN
$209B
$2.49M 0.63%
15,170
+5,598
+58% +$930K
MMM icon
33
3M
MMM
$90.8B
$2.36M 0.6%
14,737
+5,358
+57% +$822K
WMT icon
34
Walmart Inc
WMT
$884B
$2.28M 0.58%
94,713
+34,812
+58% +$801K
SLB icon
35
SLB Ltd
SLB
$72.6B
$2.21M 0.56%
+28,298
New +$2.31M
MA icon
36
Mastercard
MA
$510B
$2.2M 0.56%
19,555
+7,228
+59% +$792K
MCD icon
37
McDonald's
MCD
$191B
$2.2M 0.56%
16,945
+5,732
+51% +$719K
ABBV icon
38
AbbVie
ABBV
$455B
$2.15M 0.54%
33,024
+12,448
+60% +$783K
BA icon
39
Boeing
BA
$175B
$2.14M 0.54%
12,124
+4,378
+57% +$746K
CELG
40
DELISTED
Celgene Corp
CELG
$1.96M 0.49%
15,727
+5,847
+59% +$700K
HON icon
41
Honeywell
HON
$76.7B
$1.84M 0.47%
16,345
+6,084
+59% +$672K
BMY icon
42
Bristol-Myers Squibb
BMY
$132B
$1.84M 0.47%
33,820
+12,540
+59% +$688K
GILD icon
43
Gilead Sciences
GILD
$163B
$1.83M 0.46%
26,907
+9,974
+59% +$701K
UNP icon
44
Union Pacific
UNP
$172B
$1.8M 0.46%
17,007
+6,310
+59% +$673K
RTX icon
45
RTX Corp
RTX
$289B
$1.79M 0.45%
25,421
+9,383
+59% +$658K
USB icon
46
US Bancorp
USB
$98B
$1.78M 0.45%
34,632
+12,631
+57% +$673K
BKNG icon
47
Booking.com
BKNG
$150B
$1.74M 0.44%
24,450
+9,175
+60% +$605K
SBUX icon
48
Starbucks
SBUX
$121B
$1.72M 0.44%
29,530
+10,893
+58% +$616K
QCOM icon
49
Qualcomm
QCOM
$159B
$1.72M 0.44%
30,051
+11,293
+60% +$655K
CVS icon
50
CVS Health
CVS
$134B
$1.7M 0.43%
21,694
+8,041
+59% +$642K
1
2
3 4 5

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IA
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AT
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UM
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FCAS
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RFC
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GF
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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.