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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
+4.98%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$593M
AUM Growth
+$36.9M
Cap. Flow
+$12.6M
Cap. Flow %
2.13%
Top 10 Hldgs %
19.06%
Holding
493
New
9
Increased
351
Reduced
21
Closed
11

Top Buys

Rank Stock Value
1
DD icon
DuPont de Nemours
DD
+$2.12M
2
IQV icon
IQVIA
IQV
+$545K
3
AAPL icon
Apple
AAPL
+$445K
4
XOM icon
ExxonMobil
XOM
+$441K
5
BKR icon
Baker Hughes
BKR
+$403K

Top Sells

Rank Stock Value
1
DD
Du Pont De Nemours E I
DD
+$1.91M
2
BHI
Baker Hughes
BHI
+$604K
3
RAI
Reynolds American Inc
RAI
+$600K
4
WFM
Whole Foods Market Inc
WFM
+$429K
5
EVHC
Envision Healthcare Holdings Inc
EVHC
+$248K

Sector Composition

Rank Sector Weight
1 Financials 16.84%
2 Technology 16.12%
3 Healthcare 14.22%
4 Communication Services 10.65%
5 Industrials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSN icon
226
Tyson Foods
TSN
$21B
$625K 0.11%
8,872
+111
+1% +$7.09K
ADSK icon
227
Autodesk
ADSK
$49.6B
$619K 0.1%
5,511
+109
+2% +$12K
IP icon
228
International Paper
IP
$21.9B
$616K 0.1%
11,449
+223
+2% +$11.7K
PFG icon
229
Principal Financial Group
PFG
$24.6B
$608K 0.1%
9,450
+690
+8% +$44.4K
OKE icon
230
Oneok
OKE
$55.6B
$606K 0.1%
10,931
+4,977
+84% +$269K
CAH icon
231
Cardinal Health
CAH
$55.2B
$605K 0.1%
9,046
+259
+3% +$18.3K
VFC icon
232
VF Corp
VFC
$5.87B
$602K 0.1%
10,051
+435
+5% +$25.1K
FITB
233
Fifth Third Bancorp
FITB
$51.6B
$601K 0.1%
21,470
+209
+1% +$5.54K
NWL icon
234
Newell Brands
NWL
$2.7B
$599K 0.1%
14,036
+728
+5% +$35.6K
RF icon
235
Regions Financial
RF
$26.9B
$599K 0.1%
39,348
+1,500
+4% +$21.6K
HIG icon
236
Hartford Financial Services
HIG
$39.2B
$598K 0.1%
10,786
+169
+2% +$9.19K
ES icon
237
Eversource Energy
ES
$27.1B
$597K 0.1%
9,878
+480
+5% +$29.6K
A icon
238
Agilent Technologies
A
$39.5B
$596K 0.1%
9,284
+282
+3% +$17.6K
PARA
239
DELISTED
Paramount Global Class B
PARA
$594K 0.1%
10,249
– –
MCHP icon
240
Microchip Technology
MCHP
$40.8B
$591K 0.1%
13,158
+258
+2% +$10.8K
GEN icon
241
Gen Digital
GEN
$16.9B
$589K 0.1%
17,944
+368
+2% +$11.2K
DLTR icon
242
Dollar Tree
DLTR
$24.9B
$585K 0.1%
6,742
+172
+3% +$13.1K
CXO
243
DELISTED
CONCHO RESOURCES INC.
CXO
$584K 0.1%
4,431
+126
+3% +$15.2K
BXP icon
244
Boston Properties
BXP
$11.2B
$581K 0.1%
4,731
+162
+4% +$19.6K
CFG icon
245
Citizens Financial Group
CFG
$30.7B
$569K 0.1%
15,014
+1,000
+7% +$35K
FCX icon
246
Freeport-McMoran
FCX
$91.5B
$569K 0.1%
40,562
+833
+2% +$11.7K
WEC icon
247
WEC Energy
WEC
$35.6B
$568K 0.1%
9,041
+291
+3% +$18.6K
INCY icon
248
Incyte
INCY
$24B
$567K 0.1%
4,856
+277
+6% +$35K
NEM icon
249
Newmont
NEM
$100B
$566K 0.1%
15,076
+130
+0.9% +$4.72K
XRAY icon
250
Dentsply Sirona
XRAY
$2.83B
$566K 0.1%
9,470
+82
+0.9% +$4.88K
8 9
10
11 12

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IA
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AT
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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
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Verition Fund Management
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Mawer Investment Management
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IFM Investors's Q3 2017 Portfolio in Review

As of Q3 2017, IFM Investors held 493 positions worth $593M, up 6.6% from $556M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Trading was light in Q3 2017: portfolio turnover was 4.1%. IFM Investors opened 9 new positions and exited 11, leaving the 493-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 17% a quarter earlier, followed by Technology and Healthcare.

  • IFM Investors's largest Q3 2017 buy was IQVIA: 5,876 shares worth $559K.
  • IFM Investors added most to DuPont de Nemours in Q3 2017, an estimated $2.12M increase.
  • IFM Investors's biggest Q3 2017 reduction was Hewlett Packard, cutting an estimated $144K.
  • IFM Investors fully exited Du Pont De Nemours E I in Q3 2017, selling an estimated $1.91M.
  • IFM Investors's ten largest holdings make up 19% of its $593M portfolio in Q3 2017.
  • IFM Investors opened 9 new positions and closed 11 in Q3 2017.
  • IFM Investors's portfolio value rose 6.6% quarter-over-quarter to $593M.

Based on IFM Investors's 13F filing for Q3 2017, filed 16 Nov 2017.