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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
UNM icon
326
Unum
UNM
$14.4B
$442K 0.07%
8,061
– –
L icon
327
Loews
L
$23.8B
$439K 0.07%
8,783
– –
FBIN icon
328
Fortune Brands Innovations
FBIN
$6.14B
$438K 0.07%
7,480
+268
+4% +$15.2K
AMTD
329
DELISTED
TD Ameritrade Holding Corp
AMTD
$438K 0.07%
8,565
– –
NOV icon
330
NOV
NOV
$6.94B
$437K 0.07%
12,126
– –
CMA
331
DELISTED
Comerica
CMA
$436K 0.07%
5,019
– –
IVZ icon
332
Invesco
IVZ
$13.4B
$435K 0.07%
11,898
– –
WAT icon
333
Waters Corp
WAT
$36.9B
$435K 0.07%
2,250
+34
+2% +$6.57K
KLAC icon
334
KLA
KLAC
$236B
$434K 0.07%
41,300
– –
NWL icon
335
Newell Brands
NWL
$2.72B
$434K 0.07%
14,036
– –
SNPS icon
336
Synopsys
SNPS
$74.9B
$434K 0.07%
5,095
– –
BMRN icon
337
BioMarin Pharmaceuticals
BMRN
$11.6B
$433K 0.07%
4,853
+41
+0.9% +$3.56K
DBRG icon
338
DigitalBridge
DBRG
$2.93B
$431K 0.07%
9,442
+136
+1% +$6.68K
WDAY icon
339
Workday
WDAY
$40.9B
$429K 0.07%
4,214
+766
+22% +$81.8K
DGX icon
340
Quest Diagnostics
DGX
$25.6B
$427K 0.07%
4,338
– –
FE icon
341
FirstEnergy
FE
$27.9B
$425K 0.07%
13,871
– –
TWTR
342
DELISTED
Twitter, Inc.
TWTR
$423K 0.07%
17,633
– –
CBRE icon
343
CBRE Group
CBRE
$42.6B
$422K 0.07%
9,740
+265
+3% +$11K
JEF icon
344
Jefferies Financial Group
JEF
$12.8B
$421K 0.07%
17,742
– –
TDG icon
345
TransDigm Group
TDG
$71.4B
$420K 0.07%
1,531
+23
+2% +$6.25K
DRI icon
346
Darden Restaurants
DRI
$23.6B
$415K 0.07%
4,325
+58
+1% +$4.9K
EXPE icon
347
Expedia Group
EXPE
$35.9B
$414K 0.07%
3,457
+80
+2% +$10.4K
WYNN icon
348
Wynn Resorts
WYNN
$10.1B
$412K 0.07%
2,446
+278
+13% +$42.9K
TFCF
349
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
$411K 0.06%
12,043
– –
BBWI icon
350
Bath & Body Works
BBWI
$4.12B
$410K 0.06%
8,420
– –
12 13
14
15 16

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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
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.