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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
+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
RHT
251
DELISTED
Red Hat Inc
RHT
$595K 0.09%
4,955
-41
-0.8% -$5.03K
OKE icon
252
Oneok
OKE
$55.2B
$591K 0.09%
11,058
+127
+1% +$6.78K
NLY icon
253
Annaly Capital Management
NLY
$17.2B
$590K 0.09%
12,395
-974
-7% -$46.2K
PPL
254
PPL Corp
PPL
$26.4B
$590K 0.09%
19,054
+46
+0.2% +$1.65K
EIX icon
255
Edison International
EIX
$27.7B
$588K 0.09%
9,302
+47
+0.5% +$3.58K
NUE icon
256
Nucor
NUE
$59.1B
$581K 0.09%
9,137
– –
ADSK icon
257
Autodesk
ADSK
$49.6B
$579K 0.09%
5,523
+12
+0.2% +$1.4K
MCHP icon
258
Microchip Technology
MCHP
$40.9B
$578K 0.09%
13,158
– –
IQV icon
259
IQVIA
IQV
$38.3B
$575K 0.09%
5,876
– –
NEM icon
260
Newmont
NEM
$99.9B
$566K 0.09%
15,076
– –
DTE icon
261
DTE Energy
DTE
$29.4B
$563K 0.09%
6,047
– –
LNC icon
262
Lincoln National
LNC
$8.83B
$563K 0.09%
7,330
– –
DVN icon
263
Devon Energy
DVN
$51.1B
$561K 0.09%
13,561
– –
BBY icon
264
Best Buy
BBY
$17.7B
$555K 0.09%
8,104
– –
CAH icon
265
Cardinal Health
CAH
$54.6B
$554K 0.09%
9,046
– –
CLX icon
266
Clorox
CLX
$11.8B
$554K 0.09%
3,727
– –
TMUS icon
267
T-Mobile US
TMUS
$190B
$544K 0.09%
8,572
– –
WCN
268
Waste Connections
WCN
$42.3B
$544K 0.09%
7,672
– –
URI icon
269
United Rentals
URI
$69.5B
$537K 0.08%
3,125
+73
+2% +$11.1K
NTAP icon
270
NetApp
NTAP
$36.1B
$534K 0.08%
9,656
– –
FAST icon
271
Fastenal
FAST
$55.1B
$529K 0.08%
38,708
– –
INFO
272
DELISTED
IHS Markit Ltd. Common Shares
INFO
$524K 0.08%
11,596
+502
+5% +$22.1K
KDP icon
273
Keurig Dr Pepper
KDP
$42.1B
$522K 0.08%
5,378
– –
K
274
DELISTED
Kellanova
K
$516K 0.08%
8,078
– –
AWK icon
275
American Water Works
AWK
$26.2B
$514K 0.08%
5,620
+234
+4% +$20.7K
9 10
11
12 13

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IA
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AT
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UM
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FCAS
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RFC
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GF
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Verition Fund Management
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Mawer Investment Management
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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.