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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
WMB icon
201
Williams Companies
WMB
$87.5B
$499K 0.13%
16,855
+7,786
+86% +$225K
VTR icon
202
Ventas
VTR
$48B
$496K 0.13%
7,622
+2,647
+53% +$165K
ZBH icon
203
Zimmer Biomet
ZBH
$18.2B
$496K 0.13%
4,188
+1,573
+60% +$178K
CMI icon
204
Cummins
CMI
$87.5B
$493K 0.12%
3,261
+1,222
+60% +$181K
ED icon
205
Consolidated Edison
ED
$40.1B
$482K 0.12%
6,207
+2,340
+61% +$176K
PCAR icon
206
PACCAR
PCAR
$69.8B
$479K 0.12%
10,692
+3,970
+59% +$179K
WDC icon
207
Western Digital
WDC
$188B
$470K 0.12%
7,540
+2,829
+60% +$163K
INCY icon
208
Incyte
INCY
$24.2B
$467K 0.12%
3,493
+1,356
+63% +$173K
EQR icon
209
Equity Residential
EQR
$24.9B
$462K 0.12%
7,431
+2,749
+59% +$172K
BXP icon
210
Boston Properties
BXP
$11.2B
$458K 0.12%
3,456
+1,120
+48% +$149K
CCL icon
211
Carnival Corporation Ltd
CCL
$38.1B
$456K 0.12%
+7,739
New +$433K
XEL icon
212
Xcel Energy
XEL
$48.8B
$453K 0.11%
10,183
+3,767
+59% +$160K
PEG icon
213
Public Service Enterprise Group
PEG
$38.2B
$452K 0.11%
10,181
+3,767
+59% +$166K
APH icon
214
Amphenol
APH
$198B
$442K 0.11%
24,844
+9,360
+60% +$162K
AZO icon
215
AutoZone
AZO
$49.2B
$442K 0.11%
611
+204
+50% +$151K
PH icon
216
Parker-Hannifin
PH
$123B
$441K 0.11%
2,750
+1,018
+59% +$155K
ROP icon
217
Roper Technologies
ROP
$38.8B
$441K 0.11%
2,135
+813
+61% +$163K
MTB icon
218
M&T Bank
MTB
$35.7B
$437K 0.11%
2,823
+991
+54% +$160K
PFG icon
219
Principal Financial Group
PFG
$24.3B
$431K 0.11%
6,824
+2,240
+49% +$137K
AMP icon
220
Ameriprise Financial
AMP
$48.3B
$424K 0.11%
3,267
+1,126
+53% +$139K
KEY icon
221
KeyCorp
KEY
$24.2B
$423K 0.11%
23,770
+8,591
+57% +$157K
NWL icon
222
Newell Brands
NWL
$2.38B
$420K 0.11%
8,914
+3,258
+58% +$155K
ES icon
223
Eversource Energy
ES
$26.9B
$418K 0.11%
7,118
+2,545
+56% +$145K
RF icon
224
Regions Financial
RF
$26.4B
$418K 0.11%
28,797
+11,968
+71% +$177K
TSN icon
225
Tyson Foods
TSN
$20.4B
$414K 0.1%
6,709
+2,240
+50% +$141K
7 8
9
10 11

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IA
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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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Verition Fund Management
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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.