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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
+7.19%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$633M
AUM Growth
+$40.8M
Cap. Flow
+$3.63M
Cap. Flow %
0.57%
Top 10 Hldgs %
19.63%
Holding
505
New
23
Increased
162
Reduced
138
Closed
4

Top Buys

Rank Stock Value
1
TPR icon
Tapestry
TPR
+$372K
2
BF.B icon
Brown-Forman Class B
BF.B
+$351K
3
TTWO icon
Take-Two Interactive
TTWO
+$340K
4
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$333K
5
HII icon
Huntington Ingalls Industries
HII
+$333K

Top Sells

Rank Stock Value
1
BCR
CR Bard Inc.
BCR
+$666K
2
LVLT
Level 3 Communications Inc
LVLT
+$452K
3
LMT icon
Lockheed Martin
LMT
+$377K
4
NUAN
Nuance Communications, Inc.
NUAN
+$340K
5
GD icon
General Dynamics
GD
+$249K

Sector Composition

Rank Sector Weight
1 Financials 17.09%
2 Technology 16.58%
3 Healthcare 13.47%
4 Communication Services 10.48%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOW icon
226
ServiceNow
NOW
$120B
$652K 0.1%
25,015
+3,155
+14% +$78.4K
PCG icon
227
PG&E
PCG
$37.8B
$652K 0.1%
14,540
+71
+0.5% +$3.98K
WDC icon
228
Western Digital
WDC
$180B
$651K 0.1%
10,834
+119
+1% +$7.66K
ADM icon
229
Archer Daniels Midland
ADM
$37.8B
$642K 0.1%
16,008
– –
CCL icon
230
Carnival Corporation Ltd
CCL
$39.1B
$636K 0.1%
9,583
-330
-3% -$21.9K
FTV icon
231
Fortive
FTV
$18.1B
$636K 0.1%
13,937
-976
-7% -$44.7K
CFG icon
232
Citizens Financial Group
CFG
$30.6B
$630K 0.1%
15,014
– –
IP icon
233
International Paper
IP
$22B
$628K 0.1%
11,449
– –
ES icon
234
Eversource Energy
ES
$27.3B
$624K 0.1%
9,878
– –
XRAY icon
235
Dentsply Sirona
XRAY
$2.82B
$623K 0.1%
9,470
– –
AME icon
236
Ametek
AME
$56B
$622K 0.1%
8,581
+875
+11% +$61K
XYL icon
237
Xylem
XYL
$27.8B
$619K 0.1%
9,076
+292
+3% +$19.4K
BXP icon
238
Boston Properties
BXP
$11.3B
$615K 0.1%
4,731
– –
ORLY icon
239
O'Reilly Automotive
ORLY
$73.4B
$615K 0.1%
38,370
– –
PAYX icon
240
Paychex
PAYX
$41.9B
$615K 0.1%
9,031
– –
SBAC icon
241
SBA Communications
SBAC
$19.2B
$612K 0.1%
3,746
+177
+5% +$28.1K
A icon
242
Agilent Technologies
A
$39.4B
$611K 0.1%
9,117
-167
-2% -$11.3K
CERN
243
DELISTED
Cerner Corp
CERN
$609K 0.1%
9,041
+225
+3% +$15.5K
HIG icon
244
Hartford Financial Services
HIG
$39B
$607K 0.1%
10,786
– –
PARA
245
DELISTED
Paramount Global Class B
PARA
$605K 0.1%
10,249
– –
VTR icon
246
Ventas
VTR
$47.7B
$604K 0.1%
10,065
+130
+1% +$8.22K
NTRS icon
247
Northern Trust
NTRS
$33.2B
$603K 0.1%
6,038
– –
AZO icon
248
AutoZone
AZO
$48.9B
$601K 0.09%
845
– –
DHI icon
249
D.R. Horton
DHI
$40.7B
$601K 0.09%
11,773
+723
+7% +$33.7K
WEC icon
250
WEC Energy
WEC
$35.7B
$601K 0.09%
9,041
– –
8 9
10
11 12

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 2017 Portfolio in Review

As of Q4 2017, IFM Investors held 505 positions worth $633M, up 6.9% from $593M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

IFM Investors's Q4 2017 filing shows 23 new, 162 increased, 138 reduced and 4 closed positions. Its largest new stake was Tapestry: 9,018 shares worth $399K. The largest sale was CR Bard Inc., an estimated $666K.

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 Q4 2017 buy was Tapestry: 9,018 shares worth $399K.
  • IFM Investors added most to Becton Dickinson in Q4 2017, an estimated $221K increase.
  • IFM Investors's biggest Q4 2017 reduction was Lockheed Martin, cutting an estimated $377K.
  • IFM Investors fully exited CR Bard Inc. in Q4 2017, selling an estimated $666K.
  • IFM Investors's ten largest holdings make up 20% of its $633M portfolio in Q4 2017.
  • IFM Investors opened 23 new positions and closed 4 in Q4 2017.
  • IFM Investors's portfolio value rose 6.9% quarter-over-quarter to $633M.

Based on IFM Investors's 13F filing for Q4 2017, filed 29 Jan 2018.