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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
ED icon
201
Consolidated Edison
ED
$40B
$285K 0.13%
+3,867
New +$279K
IQV icon
202
IQVIA
IQV
$37.6B
$283K 0.13%
+3,726
New +$286K
WMB icon
203
Williams Companies
WMB
$87.5B
$282K 0.13%
+9,069
New +$273K
ADI icon
204
Analog Devices
ADI
$185B
$281K 0.13%
+3,871
New +$263K
PEG icon
205
Public Service Enterprise Group
PEG
$38B
$281K 0.13%
+6,414
New +$267K
CMI icon
206
Cummins
CMI
$87.8B
$279K 0.13%
+2,039
New +$273K
KEY icon
207
KeyCorp
KEY
$24.8B
$277K 0.13%
+15,179
New +$239K
TSN icon
208
Tyson Foods
TSN
$20.7B
$276K 0.13%
+4,469
New +$294K
DVN icon
209
Devon Energy
DVN
$50.8B
$274K 0.13%
+6,003
New +$265K
SHW icon
210
Sherwin-Williams
SHW
$87.8B
$274K 0.13%
+3,057
New +$270K
DG icon
211
Dollar General
DG
$28.1B
$272K 0.13%
+3,667
New +$268K
XYL icon
212
Xylem
XYL
$28.5B
$272K 0.13%
+5,501
New +$279K
DRE
213
DELISTED
Duke Realty Corp.
DRE
$271K 0.13%
+10,187
New +$260K
ATVI
214
DELISTED
Activision Blizzard
ATVI
$271K 0.13%
+7,516
New +$301K
FITB
215
Fifth Third Bancorp
FITB
$52.4B
$267K 0.13%
+9,884
New +$237K
IP icon
216
International Paper
IP
$22.4B
$265K 0.12%
+5,269
New +$244K
PFG icon
217
Principal Financial Group
PFG
$24.7B
$265K 0.12%
+4,584
New +$257K
ZBH icon
218
Zimmer Biomet
ZBH
$18.5B
$262K 0.12%
+2,615
New +$280K
RSG icon
219
Republic Services
RSG
$63.9B
$261K 0.12%
+4,579
New +$246K
WU icon
220
Western Union
WU
$2.28B
$261K 0.12%
+12,021
New +$249K
XEL icon
221
Xcel Energy
XEL
$48.6B
$261K 0.12%
+6,416
New +$257K
APH icon
222
Amphenol
APH
$211B
$260K 0.12%
+15,484
New +$258K
OMC icon
223
Omnicom Group
OMC
$22.4B
$260K 0.12%
+3,056
New +$256K
EW icon
224
Edwards Lifesciences
EW
$51.6B
$258K 0.12%
+8,247
New +$267K
CA
225
DELISTED
CA, Inc.
CA
$256K 0.12%
+8,048
New +$257K
7 8
9
10 11

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 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.