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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
ADP icon
101
Automatic Data Processing
ADP
$106B
$939K 0.24%
9,167
+3,360
+58% +$343K
PRU icon
102
Prudential Financial
PRU
$42.4B
$938K 0.24%
8,790
+3,187
+57% +$344K
BLK icon
103
Blackrock
BLK
$169B
$937K 0.24%
2,444
+916
+60% +$350K
RTN
104
DELISTED
Raytheon Company
RTN
$916K 0.23%
6,007
+2,238
+59% +$337K
AET
105
DELISTED
Aetna Inc
AET
$909K 0.23%
7,126
+2,647
+59% +$332K
CSX icon
106
CSX Corp
CSX
$93.4B
$905K 0.23%
58,344
+21,675
+59% +$330K
SYK icon
107
Stryker
SYK
$125B
$903K 0.23%
6,860
+2,583
+60% +$326K
ELV icon
108
Elevance Health
ELV
$81.5B
$876K 0.22%
5,294
+1,934
+58% +$308K
COF icon
109
Capital One
COF
$128B
$866K 0.22%
9,991
+3,367
+51% +$300K
F icon
110
Ford
F
$58.5B
$866K 0.22%
74,431
+27,488
+59% +$341K
HAL icon
111
Halliburton
HAL
$26.9B
$860K 0.22%
17,483
+6,488
+59% +$349K
AMAT icon
112
Applied Materials
AMAT
$403B
$858K 0.22%
22,065
+7,892
+56% +$283K
ITW icon
113
Illinois Tool Works
ITW
$82.6B
$850K 0.21%
6,417
+2,342
+57% +$303K
YHOO
114
DELISTED
Yahoo Inc
YHOO
$841K 0.21%
18,123
+6,719
+59% +$300K
ESRX
115
DELISTED
Express Scripts Holding Company
ESRX
$839K 0.21%
12,737
+4,683
+58% +$322K
KMI icon
116
Kinder Morgan
KMI
$71.7B
$834K 0.21%
38,347
+14,424
+60% +$315K
BDX icon
117
Becton Dickinson
BDX
$45.6B
$831K 0.21%
4,641
+1,670
+56% +$291K
CME icon
118
CME Group
CME
$96.3B
$810K 0.2%
6,818
+2,545
+60% +$306K
HPE icon
119
Hewlett Packard
HPE
$63.4B
$804K 0.2%
58,396
+20,520
+54% +$276K
NOC icon
120
Northrop Grumman
NOC
$77.1B
$800K 0.2%
3,363
+1,222
+57% +$290K
EMR icon
121
Emerson Electric
EMR
$83.9B
$779K 0.2%
13,015
+4,865
+60% +$290K
MRSH
122
Marsh
MRSH
$90.5B
$775K 0.2%
10,489
+3,869
+58% +$276K
CI icon
123
Cigna
CI
$73.7B
$765K 0.19%
5,221
+1,963
+60% +$289K
PSX icon
124
Phillips 66
PSX
$84.9B
$759K 0.19%
9,583
+3,561
+59% +$287K
GIS icon
125
General Mills
GIS
$19.1B
$750K 0.19%
12,717
+4,480
+54% +$274K
3 4
5
6 7

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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.