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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
+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
NEE icon
76
NextEra Energy
NEE
$182B
$705K 0.33%
+23,612
New +$706K
TMO icon
77
Thermo Fisher Scientific
TMO
$209B
$704K 0.33%
+4,990
New +$736K
OXY icon
78
Occidental Petroleum
OXY
$54.8B
$696K 0.33%
+9,774
New +$694K
DUK icon
79
Duke Energy
DUK
$96.9B
$680K 0.32%
+8,757
New +$671K
NFLX icon
80
Netflix
NFLX
$306B
$680K 0.32%
+54,920
New +$651K
KHC icon
81
Kraft Heinz
KHC
$31.6B
$676K 0.32%
+7,739
New +$662K
ADBE icon
82
Adobe
ADBE
$102B
$660K 0.31%
+6,412
New +$679K
BNY
83
Bank of New York Mellon
BNY
$106B
$647K 0.3%
+13,651
New +$616K
MET icon
84
MetLife
MET
$61.9B
$637K 0.3%
+13,256
New +$608K
TJX icon
85
TJX Companies
TJX
$174B
$628K 0.3%
+16,708
New +$631K
DHR icon
86
Danaher
DHR
$137B
$618K 0.29%
+8,956
New +$622K
GM icon
87
General Motors
GM
$77.5B
$611K 0.29%
+17,524
New +$589K
FDX icon
88
FedEx
FDX
$74.1B
$607K 0.29%
+3,262
New +$599K
D icon
89
Dominion Energy
D
$60.9B
$600K 0.28%
+7,835
New +$577K
ADP icon
90
Automatic Data Processing
ADP
$108B
$597K 0.28%
+5,807
New +$542K
HAL icon
91
Halliburton
HAL
$27B
$595K 0.28%
+10,995
New +$548K
SCHW
92
Charles Schwab
SCHW
$185B
$595K 0.28%
+15,070
New +$538K
SO icon
93
Southern Company
SO
$107B
$591K 0.28%
+12,006
New +$590K
PRU icon
94
Prudential Financial
PRU
$42.9B
$583K 0.27%
+5,603
New +$531K
BLK icon
95
Blackrock
BLK
$175B
$581K 0.27%
+1,528
New +$560K
GD icon
96
General Dynamics
GD
$104B
$580K 0.27%
+3,362
New +$550K
MON
97
DELISTED
Monsanto Co
MON
$579K 0.27%
+5,507
New +$565K
COF icon
98
Capital One
COF
$136B
$578K 0.27%
+6,624
New +$534K
AMT icon
99
American Tower
AMT
$81.7B
$570K 0.27%
+5,396
New +$586K
F icon
100
Ford
F
$56.8B
$569K 0.27%
+46,943
New +$569K
2 3
4
5 6

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.