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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
TFC icon
126
Truist Financial
TFC
$63.3B
$737K 0.19%
16,485
+6,007
+57% +$281K
TSLA icon
127
Tesla
TSLA
$1.23T
$734K 0.19%
39,570
+15,240
+63% +$258K
EBAY icon
128
eBay
EBAY
$50.6B
$733K 0.19%
21,839
+7,790
+55% +$253K
CTSH icon
129
Cognizant
CTSH
$24.9B
$727K 0.18%
12,219
+4,480
+58% +$258K
ICE icon
130
Intercontinental Exchange
ICE
$85.6B
$719K 0.18%
12,008
+4,378
+57% +$256K
APC
131
DELISTED
Anadarko Petroleum
APC
$713K 0.18%
11,504
+4,188
+57% +$279K
TFCFA
132
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$707K 0.18%
21,816
+7,839
+56% +$240K
TRV icon
133
Travelers Companies
TRV
$78.1B
$700K 0.18%
5,809
+2,138
+58% +$257K
CCI icon
134
Crown Castle
CCI
$33.3B
$695K 0.18%
7,362
+3,085
+72% +$276K
SPGI icon
135
S&P Global
SPGI
$121B
$692K 0.18%
5,296
+1,934
+58% +$240K
WM icon
136
Waste Management
WM
$90.6B
$690K 0.17%
9,461
+3,358
+55% +$240K
PX
137
DELISTED
Praxair Inc
PX
$688K 0.17%
5,804
+2,138
+58% +$251K
MCK icon
138
McKesson
MCK
$100B
$686K 0.17%
4,624
+1,772
+62% +$260K
BSX icon
139
Boston Scientific
BSX
$69.5B
$684K 0.17%
27,515
+10,410
+61% +$253K
PCG icon
140
PG&E
PCG
$38.3B
$680K 0.17%
10,242
+3,932
+62% +$251K
NSC icon
141
Norfolk Southern
NSC
$75.4B
$673K 0.17%
6,007
+2,238
+59% +$262K
EXC icon
142
Exelon
EXC
$47.2B
$671K 0.17%
26,137
+9,738
+59% +$248K
AEP icon
143
American Electric Power
AEP
$69.6B
$669K 0.17%
9,961
+3,749
+60% +$243K
PSA icon
144
Public Storage
PSA
$60.5B
$669K 0.17%
3,054
+1,220
+67% +$270K
ECL icon
145
Ecolab
ECL
$78.1B
$664K 0.17%
5,294
+1,934
+58% +$236K
PXD
146
DELISTED
Pioneer Natural Resource Co.
PXD
$651K 0.16%
3,495
+1,358
+64% +$252K
EQIX icon
147
Equinix
EQIX
$101B
$650K 0.16%
1,624
+709
+77% +$269K
MAR icon
148
Marriott International
MAR
$98.3B
$640K 0.16%
6,792
+2,543
+60% +$221K
STT icon
149
State Street
STT
$50.6B
$633K 0.16%
7,945
+2,951
+59% +$234K
REGN icon
150
Regeneron Pharmaceuticals
REGN
$78.5B
$631K 0.16%
1,628
+611
+60% +$226K
4 5
6
7 8

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IA
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AT
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UM
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FCAS
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RFC
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GF
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Verition Fund 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.