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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
+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
MAS icon
251
Masco
MAS
$14.7B
$563K 0.1%
14,429
– –
IQV icon
252
IQVIA
IQV
$38.4B
$559K 0.09%
+5,876
New +$545K
NTRS icon
253
Northern Trust
NTRS
$33.3B
$555K 0.09%
6,038
+113
+2% +$10.2K
RHT
254
DELISTED
Red Hat Inc
RHT
$554K 0.09%
4,996
+39
+0.8% +$3.99K
DTE icon
255
DTE Energy
DTE
$29.5B
$552K 0.09%
6,047
+440
+8% +$40.8K
DLR icon
256
Digital Realty Trust
DLR
$70.7B
$551K 0.09%
4,654
+271
+6% +$31.3K
ORLY icon
257
O'Reilly Automotive
ORLY
$73.3B
$551K 0.09%
38,370
+1,110
+3% +$14.7K
XYL icon
258
Xylem
XYL
$27.8B
$550K 0.09%
8,784
+948
+12% +$56.7K
PAYX icon
259
Paychex
PAYX
$41.9B
$541K 0.09%
9,031
– –
LNC icon
260
Lincoln National
LNC
$8.82B
$539K 0.09%
7,330
+259
+4% +$18.3K
WCN
261
Waste Connections
WCN
$42.3B
$537K 0.09%
7,672
+118
+2% +$7.79K
SWKS icon
262
Skyworks Solutions
SWKS
$9.22B
$534K 0.09%
5,241
+120
+2% +$12.4K
KR icon
263
Kroger
KR
$35.7B
$532K 0.09%
26,533
+1,121
+4% +$25.3K
TMUS icon
264
T-Mobile US
TMUS
$190B
$529K 0.09%
8,572
+339
+4% +$21.3K
NOW icon
265
ServiceNow
NOW
$118B
$514K 0.09%
21,860
+320
+1% +$7.12K
SBAC icon
266
SBA Communications
SBAC
$19B
$514K 0.09%
3,569
– –
NUE icon
267
Nucor
NUE
$59.5B
$512K 0.09%
9,137
+114
+1% +$6.44K
CNP icon
268
CenterPoint Energy
CNP
$27.6B
$510K 0.09%
17,475
+796
+5% +$23K
AME icon
269
Ametek
AME
$55.9B
$509K 0.09%
7,706
+130
+2% +$8.22K
AZO icon
270
AutoZone
AZO
$48.8B
$503K 0.08%
845
+13
+2% +$6.92K
TXT icon
271
Textron
TXT
$14.9B
$501K 0.08%
9,294
– –
DVN icon
272
Devon Energy
DVN
$51.4B
$498K 0.08%
13,561
+364
+3% +$11.8K
APA icon
273
APA Corp
APA
$13B
$492K 0.08%
10,748
– –
CLX icon
274
Clorox
CLX
$11.9B
$492K 0.08%
3,727
– –
XLNX
275
DELISTED
Xilinx Inc
XLNX
$492K 0.08%
6,940
+144
+2% +$9.41K
9 10
11
12 13

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 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.