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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
DELL icon
276
Dell
DELL
$270B
$510K 0.08%
22,349
+820
+4% +$18.6K
MKL icon
277
Markel Group
MKL
$23.1B
$510K 0.08%
448
– –
VMC icon
278
Vulcan Materials
VMC
$36.1B
$510K 0.08%
3,975
– –
CA
279
DELISTED
CA, Inc.
CA
$510K 0.08%
15,339
+605
+4% +$20.1K
CPAY icon
280
Corpay
CPAY
$25B
$509K 0.08%
2,644
– –
GEN icon
281
Gen Digital
GEN
$16.8B
$508K 0.08%
18,107
+163
+0.9% +$4.88K
LHX icon
282
L3Harris
LHX
$51.4B
$508K 0.08%
3,587
– –
ANDV
283
DELISTED
Andeavor
ANDV
$506K 0.08%
4,428
+437
+11% +$47K
ALLY icon
284
Ally Financial
ALLY
$13.4B
$503K 0.08%
17,244
– –
ALGN icon
285
Align Technology
ALGN
$12.3B
$502K 0.08%
2,258
+104
+5% +$23.6K
HSY icon
286
Hershey
HSY
$35.5B
$501K 0.08%
4,410
– –
CNP icon
287
CenterPoint Energy
CNP
$27.6B
$500K 0.08%
17,645
+170
+1% +$4.96K
NWSA icon
288
News Corp Class A
NWSA
$15B
$499K 0.08%
30,794
-2,600
-8% -$38.9K
SWKS icon
289
Skyworks Solutions
SWKS
$9.13B
$498K 0.08%
5,241
– –
PBCT
290
DELISTED
People's United Financial Inc
PBCT
$496K 0.08%
26,550
-242
-0.9% -$4.48K
CNC icon
291
Centene
CNC
$31.2B
$495K 0.08%
9,804
+106
+1% +$5.13K
RSG icon
292
Republic Services
RSG
$64.7B
$490K 0.08%
7,253
+191
+3% +$12.3K
DOV icon
293
Dover
DOV
$27.6B
$489K 0.08%
5,997
+35
+0.6% +$2.71K
MGM icon
294
MGM Resorts International
MGM
$11.4B
$488K 0.08%
14,608
– –
ETFC
295
DELISTED
E*Trade Financial Corporation
ETFC
$487K 0.08%
9,828
– –
OMC icon
296
Omnicom Group
OMC
$21.9B
$483K 0.08%
6,634
– –
CE icon
297
Celanese
CE
$4.87B
$482K 0.08%
4,499
– –
HLT icon
298
Hilton Worldwide
HLT
$70.6B
$481K 0.08%
6,019
+152
+3% +$11.3K
TEVA icon
299
Teva Pharmaceuticals
TEVA
$39.7B
$479K 0.08%
25,251
– –
TSS
300
DELISTED
Total System Services, Inc.
TSS
$478K 0.08%
6,039
+289
+5% +$21K
10 11
12
13 14

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.