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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
BIIB icon
76
Biogen
BIIB
$30B
$1.22M 0.31%
4,458
+1,604
+56% +$454K
PNC icon
77
PNC Financial Services
PNC
$99.7B
$1.19M 0.3%
9,925
+3,609
+57% +$442K
NVDA icon
78
NVIDIA
NVDA
$4.86T
$1.19M 0.3%
435,720
+162,840
+60% +$433K
EOG icon
79
EOG Resources
EOG
$79.2B
$1.16M 0.29%
11,901
+4,476
+60% +$446K
DUK icon
80
Duke Energy
DUK
$97.8B
$1.15M 0.29%
14,012
+5,255
+60% +$418K
CAT icon
81
Caterpillar
CAT
$375B
$1.13M 0.29%
12,209
+4,378
+56% +$414K
KHC icon
82
Kraft Heinz
KHC
$30.7B
$1.12M 0.28%
12,373
+4,634
+60% +$418K
SPG icon
83
Simon Property Group
SPG
$74.4B
$1.12M 0.28%
6,513
+2,342
+56% +$418K
CRM icon
84
Salesforce
CRM
$151B
$1.08M 0.27%
13,127
+4,885
+59% +$390K
DHR icon
85
Danaher
DHR
$137B
$1.08M 0.27%
14,236
+5,280
+59% +$393K
AMT icon
86
American Tower
AMT
$80.8B
$1.08M 0.27%
8,852
+3,456
+64% +$380K
MO icon
87
Altria Group
MO
$114B
$1.05M 0.26%
+14,657
New +$1.06M
TJX icon
88
TJX Companies
TJX
$174B
$1.05M 0.26%
26,482
+9,774
+58% +$377K
BNY
89
Bank of New York Mellon
BNY
$106B
$1.02M 0.26%
21,592
+7,941
+58% +$371K
FDX icon
90
FedEx
FDX
$72.7B
$1.01M 0.26%
5,195
+1,933
+59% +$369K
MON
91
DELISTED
Monsanto Co
MON
$1M 0.25%
8,865
+3,358
+61% +$372K
GD icon
92
General Dynamics
GD
$104B
$991K 0.25%
5,296
+1,934
+58% +$357K
MET icon
93
MetLife
MET
$61.9B
$990K 0.25%
21,024
+7,768
+59% +$370K
GM icon
94
General Motors
GM
$80.4B
$987K 0.25%
27,908
+10,384
+59% +$380K
D icon
95
Dominion Energy
D
$60.8B
$986K 0.25%
12,708
+4,873
+62% +$369K
SO icon
96
Southern Company
SO
$109B
$985K 0.25%
19,787
+7,781
+65% +$385K
OXY icon
97
Occidental Petroleum
OXY
$56.8B
$980K 0.25%
15,475
+5,701
+58% +$379K
SCHW
98
Charles Schwab
SCHW
$183B
$976K 0.25%
23,927
+8,857
+59% +$366K
KMB icon
99
Kimberly-Clark
KMB
$36.3B
$965K 0.24%
7,329
+2,647
+57% +$334K
PYPL icon
100
PayPal
PYPL
$48.9B
$942K 0.24%
21,892
+8,043
+58% +$336K
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
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Mawer Investment 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.