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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 | |
|---|---|---|---|---|---|---|
126
Cigna
CI
$71.2B
| $435K | 0.2% |
+3,258
| New | +$426K |
|
127
Cognizant
CTSH
$25B
| $434K | 0.2% |
+7,739
| New | +$414K |
|
128
Waste Management
WM
$89.1B
| $433K | 0.2% |
+6,103
| New | +$408K |
|
129
Intercontinental Exchange
ICE
$83.1B
| $430K | 0.2% |
+7,630
| New | +$423K |
|
|
PX
130
DELISTED
Praxair Inc
PX
| $430K | 0.2% |
+3,666
| New | +$436K |
|
131
Teva Pharmaceuticals
TEVA
$40.5B
| $419K | 0.2% |
+11,556
| New | +$461K |
|
132
eBay
EBAY
$48B
| $417K | 0.2% |
+14,049
| New | +$415K |
|
133
Exelon
EXC
$46.7B
| $415K | 0.2% |
+16,399
| New | +$389K |
|
134
Valero Energy
VLO
$87.4B
| $411K | 0.19% |
+6,012
| New | +$370K |
|
135
Public Storage
PSA
$60.4B
| $410K | 0.19% |
+1,834
| New | +$390K |
|
136
Norfolk Southern
NSC
$76.2B
| $407K | 0.19% |
+3,769
| New | +$381K |
|
137
Kroger
KR
$34.7B
| $401K | 0.19% |
+11,612
| New | +$379K |
|
138
McKesson
MCK
$98.9B
| $401K | 0.19% |
+2,852
| New | +$420K |
|
139
Humana
HUM
$43.5B
| $395K | 0.19% |
+1,934
| New | +$369K |
|
140
Ecolab
ECL
$79.9B
| $394K | 0.19% |
+3,360
| New | +$393K |
|
|
TFCFA
141
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $392K | 0.18% |
+13,977
| New | +$376K |
|
142
American Electric Power
AEP
$67.9B
| $391K | 0.18% |
+6,212
| New | +$383K |
|
143
State Street
STT
$51.5B
| $388K | 0.18% |
+4,994
| New | +$376K |
|
|
ALXN
144
DELISTED
Alexion Pharmaceuticals
ALXN
| $386K | 0.18% |
+3,151
| New | +$386K |
|
|
PXD
145
DELISTED
Pioneer Natural Resource Co.
PXD
| $385K | 0.18% |
+2,137
| New | +$392K |
|
146
PG&E
PCG
$38.1B
| $383K | 0.18% |
+6,310
| New | +$378K |
|
147
Air Products & Chemicals
APD
$65.5B
| $381K | 0.18% |
+2,647
| New | +$370K |
|
148
Synchrony
SYF
$25.8B
| $380K | 0.18% |
+10,489
| New | +$335K |
|
149
Sysco
SYY
$40.3B
| $378K | 0.18% |
+6,835
| New | +$355K |
|
|
DFS
150
DELISTED
Discover Financial Services
DFS
| $375K | 0.18% |
+5,199
| New | +$330K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
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.