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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
HUM icon
151
Humana
HUM
$43.7B
$630K 0.16%
3,054
+1,120
+58% +$232K
VLO icon
152
Valero Energy
VLO
$90.1B
$629K 0.16%
9,490
+3,478
+58% +$233K
ISRG icon
153
Intuitive Surgical
ISRG
$127B
$622K 0.16%
7,308
+2,745
+60% +$217K
HPQ icon
154
HP
HPQ
$24.9B
$619K 0.16%
34,636
+12,726
+58% +$206K
TGT icon
155
Target
TGT
$65.6B
$619K 0.16%
11,209
+4,072
+57% +$253K
ADI icon
156
Analog Devices
ADI
$179B
$618K 0.16%
7,539
+3,668
+95% +$288K
ALL icon
157
Allstate
ALL
$68B
$615K 0.16%
7,541
+2,749
+57% +$216K
MU icon
158
Micron Technology
MU
$930B
$609K 0.15%
21,084
+7,737
+58% +$189K
AFL icon
159
Aflac
AFL
$64.9B
$605K 0.15%
16,702
+6,108
+58% +$216K
DE icon
160
Deere & Co
DE
$160B
$594K 0.15%
5,456
+2,085
+62% +$226K
ATVI
161
DELISTED
Activision Blizzard
ATVI
$593K 0.15%
11,894
+4,378
+58% +$192K
TEVA icon
162
Teva Pharmaceuticals
TEVA
$40.8B
$591K 0.15%
18,409
+6,853
+59% +$234K
STZ icon
163
Constellation Brands
STZ
$22.2B
$583K 0.15%
3,600
+1,361
+61% +$212K
PARA
164
DELISTED
Paramount Global Class B
PARA
$580K 0.15%
8,355
+3,054
+58% +$200K
ALXN
165
DELISTED
Alexion Pharmaceuticals
ALXN
$579K 0.15%
4,775
+1,624
+52% +$209K
ENB icon
166
Enbridge
ENB
$119B
$578K 0.15%
+13,820
New +$584K
GLW icon
167
Corning
GLW
$119B
$573K 0.14%
21,207
+7,228
+52% +$192K
SYF icon
168
Synchrony
SYF
$24.7B
$573K 0.14%
16,699
+6,210
+59% +$223K
INTU icon
169
Intuit
INTU
$86.5B
$568K 0.14%
4,893
+1,833
+60% +$220K
PPG icon
170
PPG Industries
PPG
$24.6B
$567K 0.14%
5,396
+2,034
+60% +$206K
APD icon
171
Air Products & Chemicals
APD
$65.7B
$565K 0.14%
4,174
+1,527
+58% +$215K
SYY icon
172
Sysco
SYY
$40.8B
$556K 0.14%
10,704
+3,869
+57% +$205K
HCA icon
173
HCA Healthcare
HCA
$87.2B
$553K 0.14%
6,215
+2,240
+56% +$187K
STI
174
DELISTED
SunTrust Banks, Inc.
STI
$552K 0.14%
9,981
+3,665
+58% +$210K
DFS
175
DELISTED
Discover Financial Services
DFS
$551K 0.14%
8,051
+2,852
+55% +$200K
5 6
7
8 9

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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.