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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
+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
WBA
51
DELISTED
Walgreens Boots Alliance
WBA
$968K 0.46%
+11,698
New +$967K
TWX
52
DELISTED
Time Warner Inc
TWX
$964K 0.45%
+9,985
New +$889K
TXN icon
53
Texas Instruments
TXN
$258B
$936K 0.44%
+12,834
New +$916K
LLY icon
54
Eli Lilly
LLY
$994B
$929K 0.44%
+12,627
New +$940K
AIG icon
55
American International
AIG
$42B
$927K 0.44%
+14,194
New +$891K
BKNG icon
56
Booking.com
BKNG
$150B
$896K 0.42%
+15,275
New +$912K
COST icon
57
Costco
COST
$420B
$896K 0.42%
+5,599
New +$855K
MDLZ icon
58
Mondelez International
MDLZ
$78.9B
$872K 0.41%
+19,667
New +$847K
NKE icon
59
Nike
NKE
$61.6B
$865K 0.41%
+17,009
New +$872K
LMT icon
60
Lockheed Martin
LMT
$136B
$841K 0.4%
+3,364
New +$841K
DD icon
61
DuPont de Nemours
DD
$18.9B
$822K 0.39%
+5,669
New +$789K
DD
62
DELISTED
Du Pont De Nemours E I
DD
$815K 0.38%
+11,106
New +$789K
LOW icon
63
Lowe's Companies
LOW
$122B
$811K 0.38%
+11,410
New +$807K
BIIB icon
64
Biogen
BIIB
$30.7B
$809K 0.38%
+2,854
New +$846K
COP icon
65
ConocoPhillips
COP
$144B
$791K 0.37%
+15,781
New +$728K
MS icon
66
Morgan Stanley
MS
$343B
$779K 0.37%
+18,433
New +$697K
CHTR icon
67
Charter Communications
CHTR
$18B
$767K 0.36%
+2,663
New +$717K
AXP icon
68
American Express
AXP
$235B
$763K 0.36%
+10,304
New +$713K
EOG icon
69
EOG Resources
EOG
$76.7B
$751K 0.35%
+7,425
New +$723K
SPG icon
70
Simon Property Group
SPG
$73.4B
$741K 0.35%
+4,171
New +$775K
PNC icon
71
PNC Financial Services
PNC
$102B
$739K 0.35%
+6,316
New +$657K
NVDA icon
72
NVIDIA
NVDA
$5.15T
$728K 0.34%
+272,880
New +$570K
CAT icon
73
Caterpillar
CAT
$408B
$726K 0.34%
+7,831
New +$710K
ABT icon
74
Abbott
ABT
$183B
$716K 0.34%
+18,639
New +$739K
CL icon
75
Colgate-Palmolive
CL
$73.4B
$706K 0.33%
+10,795
New +$740K
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.