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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
LLY icon
51
Eli Lilly
LLY
$1.02T
$1.7M 0.43%
20,152
+7,525
+60% +$603K
GS icon
52
Goldman Sachs
GS
$300B
$1.69M 0.43%
7,349
+2,561
+53% +$618K
TXN icon
53
Texas Instruments
TXN
$252B
$1.64M 0.41%
20,366
+7,532
+59% +$583K
WBA
54
DELISTED
Walgreens Boots Alliance
WBA
$1.55M 0.39%
18,711
+7,013
+60% +$588K
ABT icon
55
Abbott
ABT
$183B
$1.55M 0.39%
34,964
+16,325
+88% +$706K
TWX
56
DELISTED
Time Warner Inc
TWX
$1.54M 0.39%
15,788
+5,803
+58% +$562K
NKE icon
57
Nike
NKE
$61.9B
$1.5M 0.38%
26,986
+9,977
+59% +$551K
UPS icon
58
United Parcel Service
UPS
$88.6B
$1.5M 0.38%
14,017
+5,258
+60% +$574K
COST icon
59
Costco
COST
$422B
$1.49M 0.38%
8,857
+3,258
+58% +$546K
LOW icon
60
Lowe's Companies
LOW
$117B
$1.48M 0.37%
18,026
+6,616
+58% +$506K
DD icon
61
DuPont de Nemours
DD
$18.5B
$1.45M 0.37%
9,005
+3,336
+59% +$518K
LMT icon
62
Lockheed Martin
LMT
$134B
$1.45M 0.37%
5,398
+2,034
+60% +$533K
DD
63
DELISTED
Du Pont De Nemours E I
DD
$1.42M 0.36%
17,622
+6,516
+59% +$506K
CHTR icon
64
Charter Communications
CHTR
$17.3B
$1.41M 0.36%
4,292
+1,629
+61% +$519K
MDLZ icon
65
Mondelez International
MDLZ
$79.5B
$1.35M 0.34%
31,279
+11,612
+59% +$515K
AIG icon
66
American International
AIG
$41.7B
$1.33M 0.34%
21,296
+7,102
+50% +$456K
ADBE icon
67
Adobe
ADBE
$99.5B
$1.32M 0.33%
10,177
+3,765
+59% +$442K
PM icon
68
Philip Morris
PM
$297B
$1.32M 0.33%
+11,704
New +$1.21M
NFLX icon
69
Netflix
NFLX
$299B
$1.29M 0.33%
87,480
+32,560
+59% +$457K
COP icon
70
ConocoPhillips
COP
$147B
$1.26M 0.32%
25,228
+9,447
+60% +$457K
AXP icon
71
American Express
AXP
$227B
$1.26M 0.32%
15,887
+5,583
+54% +$436K
CL icon
72
Colgate-Palmolive
CL
$73.1B
$1.25M 0.32%
17,107
+6,312
+58% +$442K
TMO icon
73
Thermo Fisher Scientific
TMO
$213B
$1.23M 0.31%
8,010
+3,020
+61% +$462K
MS icon
74
Morgan Stanley
MS
$331B
$1.23M 0.31%
28,653
+10,220
+55% +$453K
NEE icon
75
NextEra Energy
NEE
$181B
$1.23M 0.31%
38,176
+14,564
+62% +$458K
1 2
3
4 5

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IA
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AT
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UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
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RFC
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GF
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Verition Fund Management
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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.