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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
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
FDC
476
DELISTED
First Data Corporation
FDC
$212K 0.04%
+11,670
New +$195K
MTD icon
477
Mettler-Toledo International
MTD
$28.6B
$210K 0.04%
+357
New +$196K
ACGL icon
478
Arch Capital
ACGL
$34.3B
$209K 0.04%
+6,714
New +$213K
AAL icon
479
American Airlines Group
AAL
$10.1B
$208K 0.04%
+4,142
New +$193K
FL
480
DELISTED
Foot Locker
FL
$204K 0.04%
4,132
+975
+31% +$63.2K
M icon
481
Macy's
M
$6.53B
$201K 0.04%
+8,662
New +$222K
CF icon
482
CF Industries
CF
$19.2B
$200K 0.04%
+7,167
New +$197K
MAA icon
483
Mid-America Apartment Communities
MAA
$15.4B
$200K 0.04%
+1,896
New +$195K
BRX icon
484
Brixmor Property Group
BRX
$9.67B
$187K 0.03%
+10,468
New +$203K
ENB icon
485
Enbridge
ENB
$119B
– –
-13,820
Closed -$578K
RAD
486
DELISTED
Rite Aid Corporation
RAD
– –
-1,212
Closed -$103K
YHOO
487
DELISTED
Yahoo Inc
YHOO
– –
-18,123
Closed -$841K
MJN
488
DELISTED
Mead Johnson Nutrition Company
MJN
– –
-3,772
Closed -$336K
BEAV
489
DELISTED
B/E Aerospace Inc
BEAV
– –
-3,157
Closed -$202K
FTR
490
DELISTED
Frontier Communications Corp.
FTR
– –
-1,318
Closed -$42K
WWAV
491
DELISTED
The WhiteWave Foods Company
WWAV
– –
-3,768
Closed -$212K
16 17 18 19
20

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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
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Mawer Investment Management
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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.