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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
PLD icon
176
Prologis
PLD
$135B
$549K 0.14%
10,589
+3,869
+58% +$197K
EA icon
177
Electronic Arts
EA
$53B
$547K 0.14%
6,111
+2,240
+58% +$191K
VRTX icon
178
Vertex Pharmaceuticals
VRTX
$121B
$546K 0.14%
4,989
+1,833
+58% +$161K
BAX icon
179
Baxter International
BAX
$13.5B
$543K 0.14%
10,466
+3,665
+54% +$180K
AVB icon
180
AvalonBay Communities
AVB
$26.5B
$541K 0.14%
2,948
+1,218
+70% +$219K
KR icon
181
Kroger
KR
$35.4B
$541K 0.14%
18,331
+6,719
+58% +$215K
CAH icon
182
Cardinal Health
CAH
$53.9B
$540K 0.14%
6,617
+2,442
+58% +$192K
SRE icon
183
Sempra
SRE
$57.9B
$540K 0.14%
9,770
+3,662
+60% +$194K
ADM icon
184
Archer Daniels Midland
ADM
$38.2B
$539K 0.14%
11,715
+4,276
+57% +$192K
MPC icon
185
Marathon Petroleum
MPC
$92.4B
$535K 0.14%
10,591
+3,869
+58% +$193K
ROST icon
186
Ross Stores
ROST
$80.5B
$530K 0.13%
8,046
+2,952
+58% +$197K
EIX icon
187
Edison International
EIX
$28.2B
$527K 0.13%
6,618
+2,443
+59% +$185K
WY icon
188
Weyerhaeuser
WY
$18B
$525K 0.13%
15,463
+5,599
+57% +$182K
WELL icon
189
Welltower
WELL
$169B
$523K 0.13%
7,389
+2,808
+61% +$189K
ORLY icon
190
O'Reilly Automotive
ORLY
$72.9B
$522K 0.13%
29,025
+10,695
+58% +$193K
FISV
191
Fiserv Inc
FISV
$28.8B
$517K 0.13%
8,962
+3,258
+57% +$183K
ILMN icon
192
Illumina
ILMN
$31B
$512K 0.13%
3,085
+1,200
+64% +$189K
PPL
193
PPL Corp
PPL
$26.5B
$512K 0.13%
13,691
+5,139
+60% +$184K
PGR icon
194
Progressive
PGR
$123B
$509K 0.13%
12,998
+4,165
+47% +$159K
YUM icon
195
Yum! Brands
YUM
$41.8B
$508K 0.13%
7,946
+2,749
+53% +$179K
SHW icon
196
Sherwin-Williams
SHW
$82.7B
$506K 0.13%
4,890
+1,833
+60% +$185K
LVS icon
197
Las Vegas Sands
LVS
$31.7B
$505K 0.13%
8,848
+3,258
+58% +$177K
ZTS icon
198
Zoetis
ZTS
$32.4B
$505K 0.13%
9,471
+3,462
+58% +$187K
FIS icon
199
Fidelity National Information Services
FIS
$23.1B
$502K 0.13%
6,306
+2,342
+59% +$188K
BHI
200
DELISTED
Baker Hughes
BHI
$500K 0.13%
8,353
+3,054
+58% +$186K
6 7
8
9 10

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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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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.