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II
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
% of AUM
97.37%
Top 10 Holdings %
Top 10 Hldgs %
20.8%
Holding
294
New
294
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$7.75M |
| 2 |
Microsoft
MSFT
|
+$5.7M |
| 3 |
ExxonMobil
XOM
|
+$4.62M |
| 4 |
Johnson & Johnson
JNJ
|
+$4.05M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Salesforce
CRM
$156B
| $564K | 0.27% |
+8,242
| New | +$598K |
|
|
AET
102
DELISTED
Aetna Inc
AET
| $555K | 0.26% |
+4,479
| New | +$536K |
|
|
ESRX
103
DELISTED
Express Scripts Holding Company
ESRX
| $554K | 0.26% |
+8,054
| New | +$577K |
|
104
PayPal
PYPL
$50.1B
| $547K | 0.26% |
+13,849
| New | +$557K |
|
|
RTN
105
DELISTED
Raytheon Company
RTN
| $535K | 0.25% |
+3,769
| New | +$536K |
|
106
Kimberly-Clark
KMB
$37B
| $534K | 0.25% |
+4,682
| New | +$543K |
|
107
Phillips 66
PSX
$82.6B
| $520K | 0.25% |
+6,022
| New | +$501K |
|
108
Target
TGT
$67.3B
| $516K | 0.24% |
+7,137
| New | +$517K |
|
109
Stryker
SYK
$129B
| $512K | 0.24% |
+4,277
| New | +$492K |
|
|
APC
110
DELISTED
Anadarko Petroleum
APC
| $510K | 0.24% |
+7,316
| New | +$476K |
|
111
General Mills
GIS
$19.3B
| $509K | 0.24% |
+8,237
| New | +$510K |
|
112
Hewlett Packard
HPE
$69.4B
| $509K | 0.24% |
+37,876
| New | +$506K |
|
113
Illinois Tool Works
ITW
$84.9B
| $499K | 0.24% |
+4,075
| New | +$492K |
|
114
Northrop Grumman
NOC
$78.4B
| $498K | 0.23% |
+2,141
| New | +$498K |
|
115
Kinder Morgan
KMI
$69.9B
| $495K | 0.23% |
+23,923
| New | +$506K |
|
116
CME Group
CME
$94.4B
| $493K | 0.23% |
+4,273
| New | +$476K |
|
117
Truist Financial
TFC
$64.3B
| $493K | 0.23% |
+10,478
| New | +$446K |
|
118
Elevance Health
ELV
$82B
| $483K | 0.23% |
+3,360
| New | +$450K |
|
119
Becton Dickinson
BDX
$46.9B
| $480K | 0.23% |
+2,971
| New | +$493K |
|
120
Applied Materials
AMAT
$434B
| $457K | 0.22% |
+14,173
| New | +$431K |
|
121
Emerson Electric
EMR
$88.9B
| $454K | 0.21% |
+8,150
| New | +$438K |
|
122
Travelers Companies
TRV
$78.7B
| $449K | 0.21% |
+3,671
| New | +$419K |
|
|
MRSH
123
Marsh
MRSH
$91.4B
| $447K | 0.21% |
+6,620
| New | +$444K |
|
|
YHOO
124
DELISTED
Yahoo Inc
YHOO
| $441K | 0.21% |
+11,404
| New | +$468K |
|
125
CSX Corp
CSX
$94.5B
| $439K | 0.21% |
+36,669
| New | +$411K |
|
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UM
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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.