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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
+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 | |
|---|---|---|---|---|---|---|
151
Regeneron Pharmaceuticals
REGN
$78.6B
| $373K | 0.18% |
+1,017
| New | +$387K |
|
152
Crown Castle
CCI
$34B
| $371K | 0.17% |
+4,277
| New | +$375K |
|
153
Boston Scientific
BSX
$70.7B
| $370K | 0.17% |
+17,105
| New | +$373K |
|
154
Aflac
AFL
$63.8B
| $369K | 0.17% |
+10,594
| New | +$373K |
|
|
SE
155
DELISTED
Spectra Energy Corp Wi
SE
| $364K | 0.17% |
+8,854
| New | +$367K |
|
156
S&P Global
SPGI
$122B
| $362K | 0.17% |
+3,362
| New | +$402K |
|
157
Allstate
ALL
$67.4B
| $355K | 0.17% |
+4,792
| New | +$337K |
|
158
Prologis
PLD
$132B
| $355K | 0.17% |
+6,720
| New | +$342K |
|
159
Intuit
INTU
$87.8B
| $351K | 0.17% |
+3,060
| New | +$343K |
|
160
Marriott International
MAR
$89.9B
| $351K | 0.17% |
+4,249
| New | +$320K |
|
161
Deere & Co
DE
$167B
| $347K | 0.16% |
+3,371
| New | +$317K |
|
162
Tesla
TSLA
$1.29T
| $347K | 0.16% |
+24,330
| New | +$320K |
|
|
STI
163
DELISTED
SunTrust Banks, Inc.
STI
| $346K | 0.16% |
+6,316
| New | +$315K |
|
|
BHI
164
DELISTED
Baker Hughes
BHI
| $344K | 0.16% |
+5,299
| New | +$315K |
|
165
Constellation Brands
STZ
$22.4B
| $343K | 0.16% |
+2,239
| New | +$356K |
|
166
Archer Daniels Midland
ADM
$38.2B
| $340K | 0.16% |
+7,439
| New | +$329K |
|
167
O'Reilly Automotive
ORLY
$74.9B
| $340K | 0.16% |
+18,330
| New | +$335K |
|
168
Corning
GLW
$138B
| $339K | 0.16% |
+13,979
| New | +$332K |
|
169
Marathon Petroleum
MPC
$91.1B
| $338K | 0.16% |
+6,722
| New | +$305K |
|
|
PARA
170
DELISTED
Paramount Global Class B
PARA
| $337K | 0.16% |
+5,301
| New | +$314K |
|
171
Ross Stores
ROST
$80.8B
| $334K | 0.16% |
+5,094
| New | +$333K |
|
172
Yum! Brands
YUM
$41B
| $329K | 0.16% |
+5,197
| New | +$326K |
|
173
Equinix
EQIX
$103B
| $327K | 0.15% |
+915
| New | +$320K |
|
174
HP
HPQ
$26.3B
| $325K | 0.15% |
+21,910
| New | +$332K |
|
175
Intuitive Surgical
ISRG
$129B
| $322K | 0.15% |
+4,563
| New | +$335K |
|
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IA
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UM
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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.