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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
(+41%)
Cap. Flow
+$149M
Cap. Flow
% of AUM
26.73%
Top 10 Holdings %
Top 10 Hldgs %
18.93%
Holding
491
New
51
Increased
432
Reduced
1
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.14M |
| 2 |
Microsoft
MSFT
|
+$3.43M |
| 3 |
Amazon
AMZN
|
+$2.84M |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.48M |
| 5 |
Johnson & Johnson
JNJ
|
+$2.38M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
YHOO
Yahoo Inc
YHOO
|
+$841K |
| 2 |
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 | |
|---|---|---|---|---|---|---|
51
Eli Lilly
LLY
$1.08T
| $2.24M | 0.4% |
27,214
+7,062
| +35% | +$576K |
|
52
Qualcomm
QCOM
$164B
| $2.23M | 0.4% |
40,303
+10,252
| +34% | +$573K |
|
53
Goldman Sachs
GS
$289B
| $2.16M | 0.39% |
9,715
+2,366
| +32% | +$526K |
|
54
Nike
NKE
$64.1B
| $2.13M | 0.38% |
36,154
+9,168
| +34% | +$495K |
|
|
TWX
55
DELISTED
Time Warner Inc
TWX
| $2.13M | 0.38% |
21,206
+5,418
| +34% | +$537K |
|
56
NVIDIA
NVDA
$4.6T
| $2.12M | 0.38% |
586,760
+151,040
| +35% | +$480K |
|
57
Texas Instruments
TXN
$248B
| $2.11M | 0.38% |
27,390
+7,024
| +34% | +$563K |
|
58
United Parcel Service
UPS
$88.9B
| $2.09M | 0.38% |
18,876
+4,859
| +35% | +$519K |
|
59
DuPont de Nemours
DD
$18.6B
| $2.07M | 0.37% |
12,968
+3,963
| +44% | +$630K |
|
60
Lockheed Martin
LMT
$131B
| $1.99M | 0.36% |
7,175
+1,777
| +33% | +$488K |
|
61
Charter Communications
CHTR
$17.3B
| $1.98M | 0.36% |
5,888
+1,596
| +37% | +$532K |
|
|
WBA
62
DELISTED
Walgreens Boots Alliance
WBA
| $1.96M | 0.35% |
25,007
+6,296
| +34% | +$518K |
|
63
Philip Morris
PM
$309B
| $1.95M | 0.35% |
16,639
+4,935
| +42% | +$572K |
|
64
Costco
COST
$432B
| $1.93M | 0.35% |
12,059
+3,202
| +36% | +$552K |
|
65
Adobe
ADBE
$105B
| $1.92M | 0.34% |
13,547
+3,370
| +33% | +$461K |
|
|
DD
66
DELISTED
Du Pont De Nemours E I
DD
| $1.91M | 0.34% |
23,674
+6,052
| +34% | +$484K |
|
67
Thermo Fisher Scientific
TMO
$214B
| $1.86M | 0.33% |
10,669
+2,659
| +33% | +$447K |
|
68
Lowe's Companies
LOW
$121B
| $1.84M | 0.33% |
23,746
+5,720
| +32% | +$468K |
|
69
Mondelez International
MDLZ
$82.9B
| $1.81M | 0.33% |
41,972
+10,693
| +34% | +$482K |
|
70
NextEra Energy
NEE
$185B
| $1.8M | 0.32% |
51,460
+13,284
| +35% | +$454K |
|
71
American Express
AXP
$224B
| $1.78M | 0.32% |
21,133
+5,246
| +33% | +$415K |
|
72
Caterpillar
CAT
$361B
| $1.76M | 0.32% |
16,369
+4,160
| +34% | +$423K |
|
73
Netflix
NFLX
$307B
| $1.74M | 0.31% |
116,670
+29,190
| +33% | +$449K |
|
74
Colgate-Palmolive
CL
$74.8B
| $1.71M | 0.31% |
22,997
+5,890
| +34% | +$437K |
|
75
Morgan Stanley
MS
$319B
| $1.7M | 0.31% |
38,040
+9,387
| +33% | +$405K |
|
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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.