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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
Cap. Flow
+$149M
Cap. Flow %
26.73%
Top 10 Hldgs %
18.93%
Holding
491
New
51
Increased
432
Reduced
1
Closed
7

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.14M
2
MSFT icon
Microsoft
MSFT
+$3.43M
3
AMZN icon
Amazon
AMZN
+$2.84M
4
META icon
Meta Platforms (Facebook)
META
+$2.48M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.38M

Top Sells

Rank Stock Value
1
YHOO
Yahoo Inc
YHOO
+$841K
2
ENB icon
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
DIS icon
26
Walt Disney
DIS
$172B
$4.59M 0.83%
43,197
+12,131
+39% +$1.33M
PEP icon
27
PepsiCo
PEP
$195B
$4.51M 0.81%
39,021
+9,698
+33% +$1.11M
INTC icon
28
Intel
INTC
$435B
$4.35M 0.78%
128,803
+32,501
+34% +$1.16M
CSCO icon
29
Cisco
CSCO
$456B
$4.28M 0.77%
136,573
+34,554
+34% +$1.13M
ORCL icon
30
Oracle
ORCL
$346B
$4.21M 0.76%
83,945
+21,150
+34% +$964K
IBM icon
31
IBM
IBM
$214B
$3.8M 0.68%
25,862
+6,688
+35% +$1.01M
AMGN icon
32
Amgen
AMGN
$212B
$3.48M 0.63%
20,203
+5,033
+33% +$819K
MCD icon
33
McDonald's
MCD
$194B
$3.48M 0.63%
22,687
+5,742
+34% +$830K
MMM icon
34
3M
MMM
$94.1B
$3.42M 0.61%
19,625
+4,888
+33% +$817K
BA icon
35
Boeing
BA
$175B
$3.2M 0.58%
16,197
+4,073
+34% +$758K
ABBV icon
36
AbbVie
ABBV
$465B
$3.19M 0.57%
44,034
+11,010
+33% +$740K
WMT icon
37
Walmart Inc
WMT
$900B
$3.18M 0.57%
126,072
+31,359
+33% +$796K
MA icon
38
Mastercard
MA
$497B
$3.17M 0.57%
26,099
+6,544
+33% +$776K
CELG
39
DELISTED
Celgene Corp
CELG
$2.8M 0.5%
21,591
+5,864
+37% +$719K
HON icon
40
Honeywell
HON
$78.3B
$2.64M 0.47%
21,905
+5,560
+34% +$656K
RTX icon
41
RTX Corp
RTX
$295B
$2.58M 0.47%
33,638
+8,217
+32% +$615K
BKNG icon
42
Booking.com
BKNG
$154B
$2.54M 0.46%
33,975
+9,525
+39% +$698K
BMY icon
43
Bristol-Myers Squibb
BMY
$130B
$2.54M 0.46%
45,616
+11,796
+35% +$642K
GILD icon
44
Gilead Sciences
GILD
$167B
$2.54M 0.46%
35,879
+8,972
+33% +$597K
SLB icon
45
SLB Ltd
SLB
$74.2B
$2.51M 0.45%
38,148
+9,850
+35% +$706K
UNP icon
46
Union Pacific
UNP
$175B
$2.46M 0.44%
22,588
+5,581
+33% +$609K
USB icon
47
US Bancorp
USB
$100B
$2.41M 0.43%
46,379
+11,747
+34% +$605K
SBUX icon
48
Starbucks
SBUX
$118B
$2.32M 0.42%
39,853
+10,323
+35% +$624K
ABT icon
49
Abbott
ABT
$187B
$2.29M 0.41%
47,187
+12,223
+35% +$553K
CVS icon
50
CVS Health
CVS
$140B
$2.26M 0.41%
28,129
+6,435
+30% +$508K
1
2
3 4 5

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IA
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AT
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MSV
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CCM
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FCAS
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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.