We are live on
!
Find out more
II
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
(+41%)
Cap. Flow
+$149M
Cap. Flow
% of AUM
26.73%
Top 10 Holdings %
Top 10 Hldgs %
18.93%
Holding
491
New
51
Increased
432
Reduced
1
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.14M |
| 2 |
Microsoft
MSFT
|
+$3.43M |
| 3 |
Amazon
AMZN
|
+$2.84M |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.48M |
| 5 |
Johnson & Johnson
JNJ
|
+$2.38M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
YHOO
Yahoo Inc
YHOO
|
+$841K |
| 2 |
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 | |
|---|---|---|---|---|---|---|
176
Marathon Petroleum
MPC
$90.1B
| $751K | 0.14% |
14,349
+3,758
| +35% | +$194K |
|
177
Welltower
WELL
$174B
| $749K | 0.13% |
10,007
+2,618
| +35% | +$191K |
|
178
Yum! Brands
YUM
$41.9B
| $744K | 0.13% |
10,087
+2,141
| +27% | +$149K |
|
179
AvalonBay Communities
AVB
$27.5B
| $736K | 0.13% |
3,828
+880
| +30% | +$168K |
|
180
Sempra
SRE
$58.1B
| $731K | 0.13% |
12,974
+3,204
| +33% | +$181K |
|
|
PXD
181
DELISTED
Pioneer Natural Resource Co.
PXD
| $731K | 0.13% |
4,582
+1,087
| +31% | +$186K |
|
|
FISV
182
Fiserv Inc
FISV
$29.7B
| $730K | 0.13% |
11,940
+2,978
| +33% | +$180K |
|
183
Las Vegas Sands
LVS
$31.4B
| $730K | 0.13% |
11,430
+2,582
| +29% | +$155K |
|
184
HCA Healthcare
HCA
$88.4B
| $721K | 0.13% |
8,271
+2,056
| +33% | +$174K |
|
185
Sysco
SYY
$40.8B
| $721K | 0.13% |
14,330
+3,626
| +34% | +$194K |
|
186
Newell Brands
NWL
$2.21B
| $714K | 0.13% |
13,308
+4,394
| +49% | +$223K |
|
187
Edison International
EIX
$30.3B
| $708K | 0.13% |
9,049
+2,431
| +37% | +$195K |
|
188
Cummins
CMI
$83.6B
| $705K | 0.13% |
4,343
+1,082
| +33% | +$168K |
|
189
Progressive
PGR
$128B
| $703K | 0.13% |
15,947
+2,949
| +23% | +$122K |
|
190
Western Digital
WDC
$159B
| $695K | 0.13% |
10,378
+2,838
| +38% | +$189K |
|
|
APC
191
DELISTED
Anadarko Petroleum
APC
| $693K | 0.12% |
15,291
+3,787
| +33% | +$201K |
|
192
Weyerhaeuser
WY
$17.6B
| $690K | 0.12% |
20,595
+5,132
| +33% | +$173K |
|
193
Zimmer Biomet
ZBH
$18.8B
| $690K | 0.12% |
5,535
+1,347
| +32% | +$160K |
|
194
Edwards Lifesciences
EW
$49.4B
| $689K | 0.12% |
17,487
+4,353
| +33% | +$159K |
|
195
Cardinal Health
CAH
$53.7B
| $685K | 0.12% |
8,787
+2,170
| +33% | +$164K |
|
196
Illumina
ILMN
$29.5B
| $685K | 0.12% |
4,058
+973
| +32% | +$168K |
|
197
Ventas
VTR
$47.5B
| $683K | 0.12% |
9,830
+2,208
| +29% | +$147K |
|
198
Consolidated Edison
ED
$41.4B
| $680K | 0.12% |
8,416
+2,209
| +36% | +$179K |
|
199
Williams Companies
WMB
$85.8B
| $680K | 0.12% |
22,448
+5,593
| +33% | +$167K |
|
|
BCR
200
DELISTED
CR Bard Inc.
BCR
| $680K | 0.12% |
2,151
+575
| +36% | +$171K |
|
Similar funds
IA
AT
MSV
UM
FCAS
RFC
GF
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.