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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
AAPL icon
1
Apple
AAPL
$4.89T
$7.91M 3.73%
+273,192
New +$7.75M
MSFT icon
2
Microsoft
MSFT
$2.84T
$5.89M 2.78%
+94,828
New +$5.7M
XOM icon
3
ExxonMobil
XOM
$651B
$4.77M 2.25%
+52,848
New +$4.62M
JNJ icon
4
Johnson & Johnson
JNJ
$635B
$4.04M 1.9%
+35,029
New +$4.05M
JPM icon
5
JPMorgan Chase
JPM
$939B
$4M 1.88%
+46,341
New +$3.53M
AMZN icon
6
Amazon
AMZN
$2.5T
$3.82M 1.8%
+101,800
New +$3.99M
GE icon
7
GE Aerospace
GE
$367B
$3.65M 1.72%
+24,089
New +$3.5M
META icon
8
Meta Platforms (Facebook)
META
$1.51T
$3.37M 1.59%
+29,289
New +$3.6M
WFC icon
9
Wells Fargo
WFC
$261B
$3.37M 1.59%
+61,109
New +$3.07M
T icon
10
AT&T
T
$165B
$3.33M 1.57%
+103,800
New +$3.06M
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.9T
$3.01M 1.42%
+77,920
New +$3.04M
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$3.91T
$2.93M 1.38%
+73,920
New +$2.96M
BAC icon
13
Bank of America
BAC
$435B
$2.88M 1.35%
+130,074
New +$2.51M
CVX icon
14
Chevron
CVX
$388B
$2.83M 1.33%
+24,027
New +$2.62M
VZ icon
15
Verizon
VZ
$194B
$2.77M 1.31%
+51,925
New +$2.6M
PG icon
16
Procter & Gamble
PG
$343B
$2.74M 1.29%
+32,548
New +$2.77M
PFE icon
17
Pfizer
PFE
$140B
$2.51M 1.18%
+81,477
New +$2.49M
BRK.B icon
18
Berkshire Hathaway Class B
BRK.B
$1.07T
$2.46M 1.16%
+15,070
New +$2.32M
C icon
19
Citigroup
C
$222B
$2.21M 1.04%
+37,185
New +$2.01M
KO icon
20
Coca-Cola
KO
$354B
$2.17M 1.02%
+52,340
New +$2.18M
INTC icon
21
Intel
INTC
$466B
$2.17M 1.02%
+59,782
New +$2.14M
HD icon
22
Home Depot
HD
$332B
$2.13M 1%
+15,892
New +$2.05M
CMCSA icon
23
Comcast
CMCSA
$79.1B
$2.12M 1%
+61,532
New +$2.05M
MRK icon
24
Merck
MRK
$324B
$2.08M 0.98%
+36,932
New +$2.16M
DIS icon
25
Walt Disney
DIS
$165B
$2.05M 0.97%
+19,665
New +$1.92M
1
2 3 4 5

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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
MSV
MN Services Vermogensbeheer The Hague, Netherlands $15.1B AUM 26.53% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 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

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.