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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
Cap. Flow
+$149M
Cap. Flow %
26.73%
Top 10 Hldgs %
18.93%
Holding
491
New
51
Increased
432
Reduced
1
Closed
7

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.14M
2
MSFT icon
Microsoft
MSFT
+$3.43M
3
AMZN icon
Amazon
AMZN
+$2.84M
4
META icon
Meta Platforms (Facebook)
META
+$2.48M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.38M

Top Sells

Rank Stock Value
1
YHOO
Yahoo Inc
YHOO
+$841K
2
ENB icon
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
KMI icon
126
Kinder Morgan
KMI
$70.5B
$1.04M 0.19%
54,163
+15,816
+41% +$314K
PSX icon
127
Phillips 66
PSX
$84.4B
$1.04M 0.19%
12,523
+2,940
+31% +$231K
PX
128
DELISTED
Praxair Inc
PX
$1.03M 0.19%
7,809
+2,005
+35% +$257K
BSX icon
129
Boston Scientific
BSX
$68.4B
$1.03M 0.18%
37,053
+9,538
+35% +$253K
TFC icon
130
Truist Financial
TFC
$63.5B
$1.01M 0.18%
22,329
+5,844
+35% +$254K
HAL icon
131
Halliburton
HAL
$26.4B
$1.01M 0.18%
23,685
+6,202
+35% +$285K
MCK icon
132
McKesson
MCK
$101B
$1M 0.18%
6,105
+1,481
+32% +$225K
CCI icon
133
Crown Castle
CCI
$33.4B
$998K 0.18%
9,961
+2,599
+35% +$255K
EBAY icon
134
eBay
EBAY
$50.4B
$991K 0.18%
28,385
+6,546
+30% +$224K
ISRG icon
135
Intuitive Surgical
ISRG
$126B
$977K 0.18%
9,405
+2,097
+29% +$202K
TRV icon
136
Travelers Companies
TRV
$78.4B
$977K 0.18%
7,720
+1,911
+33% +$235K
NSC icon
137
Norfolk Southern
NSC
$75B
$971K 0.17%
7,981
+1,974
+33% +$232K
HUM icon
138
Humana
HUM
$44B
$968K 0.17%
4,024
+970
+32% +$220K
ECL icon
139
Ecolab
ECL
$78.6B
$965K 0.17%
7,269
+1,975
+37% +$255K
DE icon
140
Deere & Co
DE
$162B
$948K 0.17%
7,671
+2,215
+41% +$260K
AEP icon
141
American Electric Power
AEP
$69.5B
$947K 0.17%
13,638
+3,677
+37% +$255K
STT icon
142
State Street
STT
$50.2B
$943K 0.17%
10,506
+2,561
+32% +$213K
PCG icon
143
PG&E
PCG
$39.2B
$934K 0.17%
14,066
+3,824
+37% +$258K
WM icon
144
Waste Management
WM
$90.9B
$933K 0.17%
12,715
+3,254
+34% +$237K
STZ icon
145
Constellation Brands
STZ
$22.3B
$923K 0.17%
4,763
+1,163
+32% +$207K
MAR icon
146
Marriott International
MAR
$99B
$912K 0.16%
9,088
+2,296
+34% +$230K
EXC icon
147
Exelon
EXC
$46.6B
$911K 0.16%
35,422
+9,285
+36% +$236K
EQIX icon
148
Equinix
EQIX
$103B
$903K 0.16%
2,105
+481
+30% +$204K
ALL icon
149
Allstate
ALL
$68.3B
$895K 0.16%
10,116
+2,575
+34% +$218K
GIS icon
150
General Mills
GIS
$19.4B
$889K 0.16%
16,054
+3,337
+26% +$190K
4 5
6
7 8

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MSV
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FCAS
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RFC
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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.