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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
Cap. Flow
+$149M
Cap. Flow %
26.73%
Top 10 Hldgs %
18.93%
Holding
491
New
51
Increased
432
Reduced
1
Closed
7

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.14M
2
MSFT icon
Microsoft
MSFT
+$3.43M
3
AMZN icon
Amazon
AMZN
+$2.84M
4
META icon
Meta Platforms (Facebook)
META
+$2.48M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.38M

Top Sells

Rank Stock Value
1
YHOO
Yahoo Inc
YHOO
+$841K
2
ENB icon
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
AIG icon
76
American International
AIG
$42.5B
$1.68M 0.3%
26,943
+5,647
+27% +$351K
PYPL icon
77
PayPal
PYPL
$49.9B
$1.67M 0.3%
31,086
+9,194
+42% +$452K
PNC icon
78
PNC Financial Services
PNC
$99.1B
$1.67M 0.3%
13,347
+3,422
+34% +$413K
DUK icon
79
Duke Energy
DUK
$101B
$1.64M 0.3%
19,668
+5,656
+40% +$475K
BIIB icon
80
Biogen
BIIB
$30.9B
$1.61M 0.29%
5,949
+1,491
+33% +$394K
CRM icon
81
Salesforce
CRM
$154B
$1.56M 0.28%
17,970
+4,843
+37% +$422K
MO icon
82
Altria Group
MO
$125B
$1.55M 0.28%
20,792
+6,135
+42% +$449K
AMT icon
83
American Tower
AMT
$83.5B
$1.54M 0.28%
11,625
+2,773
+31% +$355K
FDX icon
84
FedEx
FDX
$73B
$1.51M 0.27%
6,954
+1,759
+34% +$347K
COP icon
85
ConocoPhillips
COP
$144B
$1.49M 0.27%
33,774
+8,546
+34% +$399K
BNY
86
Bank of New York Mellon
BNY
$103B
$1.47M 0.26%
28,797
+7,205
+33% +$345K
AET
87
DELISTED
Aetna Inc
AET
$1.46M 0.26%
9,620
+2,494
+35% +$353K
DHR icon
88
Danaher
DHR
$138B
$1.44M 0.26%
19,263
+5,027
+35% +$376K
KHC icon
89
Kraft Heinz
KHC
$32.8B
$1.43M 0.26%
16,682
+4,309
+35% +$391K
EOG icon
90
EOG Resources
EOG
$77.7B
$1.43M 0.26%
15,771
+3,870
+33% +$356K
MON
91
DELISTED
Monsanto Co
MON
$1.42M 0.26%
11,978
+3,113
+35% +$363K
GD icon
92
General Dynamics
GD
$103B
$1.41M 0.25%
7,122
+1,826
+34% +$358K
SPG icon
93
Simon Property Group
SPG
$76.4B
$1.41M 0.25%
8,724
+2,211
+34% +$360K
CSX icon
94
CSX Corp
CSX
$94B
$1.41M 0.25%
77,427
+19,083
+33% +$327K
SCHW
95
Charles Schwab
SCHW
$182B
$1.41M 0.25%
32,751
+8,824
+37% +$353K
BLK icon
96
Blackrock
BLK
$167B
$1.4M 0.25%
3,324
+880
+36% +$351K
MET icon
97
MetLife
MET
$62.4B
$1.39M 0.25%
28,471
+7,447
+35% +$345K
ELV icon
98
Elevance Health
ELV
$81.5B
$1.37M 0.25%
7,269
+1,975
+37% +$355K
D icon
99
Dominion Energy
D
$62.1B
$1.33M 0.24%
17,307
+4,599
+36% +$362K
SO icon
100
Southern Company
SO
$108B
$1.31M 0.24%
27,385
+7,598
+38% +$381K
2 3
4
5 6

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AT
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MSV
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FCAS
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RFC
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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.