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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
IVZ icon
326
Invesco
IVZ
$13.6B
$417K 0.07%
11,898
+245
+2% +$8.37K
BKR icon
327
Baker Hughes
BKR
$60.4B
$416K 0.07%
+11,362
New +$403K
FBIN icon
328
Fortune Brands Innovations
FBIN
$6.22B
$414K 0.07%
7,212
– –
WHR icon
329
Whirlpool
WHR
$2.54B
$414K 0.07%
2,246
-9
-0.4% -$1.61K
UNM icon
330
Unum
UNM
$14.3B
$412K 0.07%
8,061
– –
ANDV
331
DELISTED
Andeavor
ANDV
$412K 0.07%
+3,991
New +$393K
XL
332
DELISTED
XL Group Ltd.
XL
$412K 0.07%
10,453
– –
SNPS icon
333
Synopsys
SNPS
$75.1B
$410K 0.07%
5,095
– –
CPAY icon
334
Corpay
CPAY
$25.2B
$409K 0.07%
2,644
– –
DRE
335
DELISTED
Duke Realty Corp.
DRE
$409K 0.07%
14,194
+188
+1% +$5.41K
MXIM
336
DELISTED
Maxim Integrated Products
MXIM
$408K 0.07%
8,544
+215
+3% +$9.86K
FMC icon
337
FMC
FMC
$1.3B
$407K 0.07%
5,248
– –
GPC icon
338
Genuine Parts
GPC
$17.7B
$407K 0.07%
4,255
– –
HLT icon
339
Hilton Worldwide
HLT
$70.7B
$407K 0.07%
5,867
+91
+2% +$5.8K
COR icon
340
Cencora
COR
$60B
$406K 0.07%
4,907
+74
+2% +$6.28K
DGX icon
341
Quest Diagnostics
DGX
$25.6B
$406K 0.07%
4,338
+298
+7% +$31.6K
DOC icon
342
Healthpeak Properties
DOC
$14.9B
$404K 0.07%
14,506
– –
ALGN icon
343
Align Technology
ALGN
$12.4B
$401K 0.07%
+2,154
New +$369K
JEF icon
344
Jefferies Financial Group
JEF
$12.8B
$401K 0.07%
17,742
+5,479
+45% +$123K
LSXMK
345
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$401K 0.07%
12,564
-47
-0.4% -$1.53K
BALL icon
346
Ball Corp
BALL
$17.3B
$400K 0.07%
9,675
– –
CAG icon
347
Conagra Brands
CAG
$7.14B
$400K 0.07%
11,869
+144
+1% +$4.89K
NI icon
348
NiSource
NI
$21.3B
$400K 0.07%
15,626
+4,566
+41% +$120K
WAT icon
349
Waters Corp
WAT
$36.8B
$398K 0.07%
2,216
– –
NBL
350
DELISTED
Noble Energy, Inc.
NBL
$397K 0.07%
13,986
+347
+3% +$9.14K
12 13
14
15 16

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 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.