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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
BMRN icon
301
BioMarin Pharmaceuticals
BMRN
$11.6B
$448K 0.08%
4,812
+124
+3% +$11K
KMX icon
302
CarMax
KMX
$8.29B
$448K 0.08%
5,914
– –
EMN icon
303
Eastman Chemical
EMN
$8.23B
$447K 0.08%
4,938
– –
TAP icon
304
Molson Coors Class B
TAP
$7.86B
$446K 0.08%
5,467
– –
O icon
305
Realty Income
O
$59.2B
$444K 0.07%
8,003
+1,481
+23% +$82.3K
TEVA icon
306
Teva Pharmaceuticals
TEVA
$40.2B
$444K 0.07%
25,251
+528
+2% +$11.9K
NWSA icon
307
News Corp Class A
NWSA
$15.1B
$443K 0.07%
33,394
+1,800
+6% +$24.4K
DHI icon
308
D.R. Horton
DHI
$41B
$441K 0.07%
11,050
– –
FAST icon
309
Fastenal
FAST
$55.2B
$441K 0.07%
38,708
+580
+2% +$6.25K
DOV icon
310
Dover
DOV
$27.7B
$440K 0.07%
5,962
+875
+17% +$60.8K
HST icon
311
Host Hotels & Resorts
HST
$17.2B
$439K 0.07%
23,762
+573
+2% +$10.4K
KLAC icon
312
KLA
KLAC
$239B
$438K 0.07%
41,300
+1,490
+4% +$14.2K
FRC
313
DELISTED
First Republic Bank
FRC
$438K 0.07%
4,192
+200
+5% +$19.9K
AWK icon
314
American Water Works
AWK
$26.1B
$436K 0.07%
5,386
+89
+2% +$7.2K
NOV icon
315
NOV
NOV
$6.94B
$433K 0.07%
12,126
+391
+3% +$12.8K
ETFC
316
DELISTED
E*Trade Financial Corporation
ETFC
$429K 0.07%
9,828
– –
FE icon
317
FirstEnergy
FE
$28B
$428K 0.07%
13,871
– –
WRK
318
DELISTED
WestRock Company
WRK
$427K 0.07%
7,530
+82
+1% +$4.68K
FNF icon
319
Fidelity National Financial
FNF
$13.9B
$423K 0.07%
12,828
+344
+3% +$11.3K
NTAP icon
320
NetApp
NTAP
$35.9B
$423K 0.07%
9,656
-36
-0.4% -$1.49K
URI icon
321
United Rentals
URI
$69.5B
$423K 0.07%
3,052
– –
MSI icon
322
Motorola Solutions
MSI
$72.6B
$421K 0.07%
4,963
– –
L icon
323
Loews
L
$23.9B
$420K 0.07%
8,783
– –
ALLY icon
324
Ally Financial
ALLY
$13.4B
$418K 0.07%
17,244
-107
-0.6% -$2.39K
AMTD
325
DELISTED
TD Ameritrade Holding Corp
AMTD
$418K 0.07%
8,565
+72
+0.8% +$3.23K
11 12
13
14 15

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IA
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AT
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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
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GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
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Mawer Investment Management
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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.