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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 %
97.37%
Top 10 Hldgs %
20.8%
Holding
294
New
294
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$7.75M
2
MSFT icon
Microsoft
MSFT
+$5.7M
3
XOM icon
ExxonMobil
XOM
+$4.62M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.05M
5
AMZN icon
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
ZTS icon
176
Zoetis
ZTS
$31.9B
$322K 0.15%
+6,009
New +$305K
AZO icon
177
AutoZone
AZO
$49.4B
$321K 0.15%
+407
New +$313K
PPG icon
178
PPG Industries
PPG
$26.2B
$319K 0.15%
+3,362
New +$321K
PGR icon
179
Progressive
PGR
$123B
$314K 0.15%
+8,833
New +$292K
VTR icon
180
Ventas
VTR
$46.6B
$311K 0.15%
+4,975
New +$315K
SRE icon
181
Sempra
SRE
$56.6B
$307K 0.14%
+6,108
New +$311K
WELL icon
182
Welltower
WELL
$167B
$307K 0.14%
+4,581
New +$303K
AVB icon
183
AvalonBay Communities
AVB
$27B
$306K 0.14%
+1,730
New +$292K
EA icon
184
Electronic Arts
EA
$52.9B
$305K 0.14%
+3,871
New +$311K
APA icon
185
APA Corp
APA
$12.7B
$304K 0.14%
+4,786
New +$301K
FISV
186
Fiserv Inc
FISV
$29.7B
$303K 0.14%
+5,704
New +$293K
BAX icon
187
Baxter International
BAX
$14.7B
$302K 0.14%
+6,801
New +$314K
EIX icon
188
Edison International
EIX
$27.2B
$301K 0.14%
+4,175
New +$295K
EQR icon
189
Equity Residential
EQR
$25.4B
$301K 0.14%
+4,682
New +$288K
CAH icon
190
Cardinal Health
CAH
$54.7B
$300K 0.14%
+4,175
New +$302K
FIS icon
191
Fidelity National Information Services
FIS
$22.9B
$300K 0.14%
+3,964
New +$302K
LVS icon
192
Las Vegas Sands
LVS
$29.8B
$299K 0.14%
+5,590
New +$326K
WY icon
193
Weyerhaeuser
WY
$18.6B
$297K 0.14%
+9,864
New +$304K
BXP icon
194
Boston Properties
BXP
$11.3B
$294K 0.14%
+2,336
New +$290K
HCA icon
195
HCA Healthcare
HCA
$86.8B
$294K 0.14%
+3,975
New +$298K
MU icon
196
Micron Technology
MU
$1.01T
$293K 0.14%
+13,347
New +$251K
PPL
197
PPL Corp
PPL
$26.5B
$291K 0.14%
+8,552
New +$287K
MTB icon
198
M&T Bank
MTB
$36.7B
$287K 0.14%
+1,832
New +$248K
PCAR icon
199
PACCAR
PCAR
$71.6B
$286K 0.13%
+6,722
New +$271K
STJ
200
DELISTED
St Jude Medical
STJ
$286K 0.13%
+3,564
New +$283K
6 7
8
9 10

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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
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Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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.