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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
(+41%)
Cap. Flow
+$149M
Cap. Flow
% of AUM
26.73%
Top 10 Holdings %
Top 10 Hldgs %
18.93%
Holding
491
New
51
Increased
432
Reduced
1
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.14M |
| 2 |
Microsoft
MSFT
|
+$3.43M |
| 3 |
Amazon
AMZN
|
+$2.84M |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.48M |
| 5 |
Johnson & Johnson
JNJ
|
+$2.38M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
YHOO
Yahoo Inc
YHOO
|
+$841K |
| 2 |
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 | |
|---|---|---|---|---|---|---|
101
TJX Companies
TJX
$179B
| $1.29M | 0.23% |
35,808
+9,326
| +35% | +$352K |
|
|
RTN
102
DELISTED
Raytheon Company
RTN
| $1.29M | 0.23% |
8,000
+1,993
| +33% | +$316K |
|
103
General Motors
GM
$80.9B
| $1.29M | 0.23% |
36,823
+8,915
| +32% | +$303K |
|
104
Stryker
SYK
$135B
| $1.28M | 0.23% |
9,208
+2,348
| +34% | +$322K |
|
105
Tesla
TSLA
$1.18T
| $1.26M | 0.23% |
52,410
+12,840
| +32% | +$283K |
|
106
Automatic Data Processing
ADP
$109B
| $1.26M | 0.23% |
12,317
+3,150
| +34% | +$319K |
|
107
Prudential Financial
PRU
$42.6B
| $1.26M | 0.23% |
11,616
+2,826
| +32% | +$300K |
|
108
Occidental Petroleum
OXY
$55.7B
| $1.25M | 0.23% |
20,921
+5,446
| +35% | +$333K |
|
109
Kimberly-Clark
KMB
$37.6B
| $1.25M | 0.23% |
9,687
+2,358
| +32% | +$307K |
|
110
Illinois Tool Works
ITW
$84.1B
| $1.24M | 0.22% |
8,643
+2,226
| +35% | +$310K |
|
111
Applied Materials
AMAT
$347B
| $1.21M | 0.22% |
29,346
+7,281
| +33% | +$309K |
|
112
Becton Dickinson
BDX
$46.4B
| $1.19M | 0.21% |
6,262
+1,621
| +35% | +$296K |
|
113
CME Group
CME
$95.4B
| $1.16M | 0.21% |
9,291
+2,473
| +36% | +$296K |
|
114
Northrop Grumman
NOC
$76B
| $1.16M | 0.21% |
4,526
+1,163
| +35% | +$291K |
|
115
Cigna
CI
$78.4B
| $1.16M | 0.21% |
6,924
+1,703
| +33% | +$274K |
|
116
Ford
F
$60.9B
| $1.12M | 0.2% |
100,357
+25,926
| +35% | +$289K |
|
|
ATVI
117
DELISTED
Activision Blizzard
ATVI
| $1.11M | 0.2% |
19,359
+7,465
| +63% | +$412K |
|
|
MRSH
118
Marsh
MRSH
$94.3B
| $1.1M | 0.2% |
14,117
+3,628
| +35% | +$274K |
|
119
Cognizant
CTSH
$25.2B
| $1.1M | 0.2% |
16,507
+4,288
| +35% | +$272K |
|
120
Capital One
COF
$128B
| $1.09M | 0.2% |
13,166
+3,175
| +32% | +$258K |
|
121
Intercontinental Exchange
ICE
$87.2B
| $1.08M | 0.19% |
16,382
+4,374
| +36% | +$268K |
|
|
ESRX
122
DELISTED
Express Scripts Holding Company
ESRX
| $1.07M | 0.19% |
16,828
+4,091
| +32% | +$257K |
|
123
Emerson Electric
EMR
$81.6B
| $1.05M | 0.19% |
17,683
+4,668
| +36% | +$277K |
|
124
Regeneron Pharmaceuticals
REGN
$72.9B
| $1.05M | 0.19% |
2,145
+517
| +32% | +$226K |
|
125
S&P Global
SPGI
$124B
| $1.04M | 0.19% |
7,124
+1,828
| +35% | +$254K |
|
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UM
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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.