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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
WRK
301
DELISTED
WestRock Company
WRK
$476K 0.08%
7,530
– –
XLNX
302
DELISTED
Xilinx Inc
XLNX
$473K 0.07%
7,014
+74
+1% +$5.25K
HST icon
303
Host Hotels & Resorts
HST
$17.2B
$472K 0.07%
23,762
– –
LUMN icon
304
Lumen
LUMN
$6.6B
$470K 0.07%
28,152
+12,119
+76% +$205K
AEE icon
305
Ameren
AEE
$30.2B
$466K 0.07%
7,906
+146
+2% +$8.97K
WU icon
306
Western Union
WU
$2.04B
$463K 0.07%
24,373
– –
SJM icon
307
J.M. Smucker
SJM
$12.6B
$461K 0.07%
3,708
– –
INCY icon
308
Incyte
INCY
$24.1B
$460K 0.07%
4,856
– –
ALB icon
309
Albemarle
ALB
$14B
$459K 0.07%
3,592
+86
+2% +$11.7K
ESS icon
310
Essex Property Trust
ESS
$18.3B
$458K 0.07%
1,899
+34
+2% +$8.58K
APA icon
311
APA Corp
APA
$13B
$457K 0.07%
10,835
+87
+0.8% +$3.66K
BEN icon
312
Franklin Resources
BEN
$18.1B
$457K 0.07%
10,548
– –
EMN icon
313
Eastman Chemical
EMN
$8.22B
$457K 0.07%
4,938
– –
FMC icon
314
FMC
FMC
$1.29B
$456K 0.07%
5,560
+312
+6% +$25.1K
MRO
315
DELISTED
Marathon Oil Corporation
MRO
$456K 0.07%
26,928
– –
SIRI icon
316
SiriusXM
SIRI
$10.3B
$454K 0.07%
8,476
– –
VRSK icon
317
Verisk Analytics
VRSK
$25B
$452K 0.07%
4,706
– –
COR icon
318
Cencora
COR
$60.4B
$451K 0.07%
4,907
– –
MXIM
319
DELISTED
Maxim Integrated Products
MXIM
$451K 0.07%
8,620
+76
+0.9% +$3.95K
TAP icon
320
Molson Coors Class B
TAP
$7.84B
$449K 0.07%
5,467
– –
MSI icon
321
Motorola Solutions
MSI
$72.7B
$448K 0.07%
4,963
– –
CAG icon
322
Conagra Brands
CAG
$7.03B
$447K 0.07%
11,869
– –
TXT icon
323
Textron
TXT
$14.7B
$447K 0.07%
7,894
-1,400
-15% -$76.2K
GPN icon
324
Global Payments
GPN
$23.4B
$446K 0.07%
4,451
+317
+8% +$31.7K
O icon
325
Realty Income
O
$58.9B
$442K 0.07%
8,003
– –
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
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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
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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.