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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
CA
276
DELISTED
CA, Inc.
CA
$492K 0.08%
14,734
+1,334
+10% +$44.1K
OMC icon
277
Omnicom Group
OMC
$21.7B
$491K 0.08%
6,634
+61
+0.9% +$4.7K
INFO
278
DELISTED
IHS Markit Ltd. Common Shares
INFO
$489K 0.08%
11,094
+526
+5% +$24.2K
EXPE icon
279
Expedia Group
EXPE
$35.8B
$486K 0.08%
3,377
– –
PBCT
280
DELISTED
People's United Financial Inc
PBCT
$486K 0.08%
26,792
+6,949
+35% +$120K
HSY icon
281
Hershey
HSY
$35.7B
$481K 0.08%
4,410
– –
ALB icon
282
Albemarle
ALB
$14B
$478K 0.08%
3,506
– –
MKL icon
283
Markel Group
MKL
$23.3B
$478K 0.08%
448
-12
-3% -$12.4K
KDP icon
284
Keurig Dr Pepper
KDP
$42.1B
$476K 0.08%
5,378
+132
+3% +$12K
MGM icon
285
MGM Resorts International
MGM
$11.4B
$476K 0.08%
14,608
+256
+2% +$8.23K
VMC icon
286
Vulcan Materials
VMC
$36.7B
$475K 0.08%
3,975
+37
+0.9% +$4.44K
ESS icon
287
Essex Property Trust
ESS
$18.4B
$474K 0.08%
1,865
+84
+5% +$21.9K
K
288
DELISTED
Kellanova
K
$473K 0.08%
8,078
+133
+2% +$8.4K
LHX icon
289
L3Harris
LHX
$51.7B
$472K 0.08%
3,587
– –
BEN icon
290
Franklin Resources
BEN
$18.3B
$469K 0.08%
10,548
– –
CE icon
291
Celanese
CE
$4.81B
$469K 0.08%
4,499
– –
CNC icon
292
Centene
CNC
$31.5B
$469K 0.08%
9,698
+414
+4% +$17.8K
DBRG icon
293
DigitalBridge
DBRG
$2.93B
$468K 0.08%
9,306
+390
+4% +$21.3K
SIRI icon
294
SiriusXM
SIRI
$10.2B
$468K 0.08%
8,476
– –
WU icon
295
Western Union
WU
$2.04B
$468K 0.08%
24,373
+3,784
+18% +$72.1K
DELL icon
296
Dell
DELL
$277B
$467K 0.08%
21,529
– –
RSG icon
297
Republic Services
RSG
$64.5B
$467K 0.08%
7,062
– –
BBY icon
298
Best Buy
BBY
$18B
$462K 0.08%
8,104
+91
+1% +$5.21K
LVLT
299
DELISTED
Level 3 Communications Inc
LVLT
$452K 0.08%
8,484
+151
+2% +$8.41K
AEE icon
300
Ameren
AEE
$30.3B
$449K 0.08%
7,760
+185
+2% +$10.7K
10 11
12
13 14

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IA
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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.