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II

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
AAPL icon
1
Apple
AAPL
$4.89T
$15.6M 3.94%
433,612
+160,420
+59% +$5.28M
MSFT icon
2
Microsoft
MSFT
$2.84T
$9.91M 2.5%
150,403
+55,575
+59% +$3.56M
AMZN icon
3
Amazon
AMZN
$2.5T
$7.22M 1.83%
162,860
+61,060
+60% +$2.54M
JNJ icon
4
Johnson & Johnson
JNJ
$635B
$6.91M 1.75%
55,489
+20,460
+58% +$2.44M
XOM icon
5
ExxonMobil
XOM
$651B
$6.91M 1.75%
84,244
+31,396
+59% +$2.62M
META icon
6
Meta Platforms (Facebook)
META
$1.51T
$6.75M 1.71%
47,548
+18,259
+62% +$2.44M
JPM icon
7
JPMorgan Chase
JPM
$939B
$6.39M 1.62%
72,743
+26,402
+57% +$2.33M
WFC icon
8
Wells Fargo
WFC
$261B
$5.4M 1.36%
96,940
+35,831
+59% +$2.03M
GE icon
9
GE Aerospace
GE
$367B
$5.36M 1.36%
37,523
+13,434
+56% +$1.94M
GOOG icon
10
Alphabet (Google) Class C
GOOG
$3.9T
$5.22M 1.32%
125,760
+47,840
+61% +$1.96M
T icon
11
AT&T
T
$165B
$5.19M 1.31%
165,291
+61,491
+59% +$1.94M
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$3.91T
$5.08M 1.28%
119,800
+45,880
+62% +$1.93M
BAC icon
13
Bank of America
BAC
$435B
$4.85M 1.23%
205,457
+75,383
+58% +$1.79M
PG icon
14
Procter & Gamble
PG
$343B
$4.67M 1.18%
51,976
+19,428
+60% +$1.72M
PFE icon
15
Pfizer
PFE
$140B
$4.22M 1.07%
129,959
+48,482
+60% +$1.53M
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.07T
$4.12M 1.04%
24,731
+9,661
+64% +$1.62M
CVX icon
17
Chevron
CVX
$388B
$4.11M 1.04%
38,320
+14,293
+59% +$1.6M
VZ icon
18
Verizon
VZ
$194B
$4.03M 1.02%
82,562
+30,637
+59% +$1.54M
CMCSA icon
19
Comcast
CMCSA
$79.1B
$3.67M 0.93%
97,564
+36,032
+59% +$1.34M
HD icon
20
Home Depot
HD
$332B
$3.63M 0.92%
24,755
+8,863
+56% +$1.26M
MRK icon
21
Merck
MRK
$324B
$3.56M 0.9%
58,758
+21,826
+59% +$1.32M
KO icon
22
Coca-Cola
KO
$354B
$3.54M 0.89%
83,305
+30,965
+59% +$1.29M
DIS icon
23
Walt Disney
DIS
$165B
$3.52M 0.89%
31,066
+11,401
+58% +$1.26M
INTC icon
24
Intel
INTC
$466B
$3.47M 0.88%
96,302
+36,520
+61% +$1.32M
C icon
25
Citigroup
C
$222B
$3.47M 0.88%
57,987
+20,802
+56% +$1.23M
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 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.