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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
CINF icon
351
Cincinnati Financial
CINF
$27.5B
$395K 0.07%
5,159
– –
GPN icon
352
Global Payments
GPN
$24.1B
$393K 0.07%
4,134
+75
+2% +$7.07K
XRX icon
353
Xerox
XRX
$424M
$392K 0.07%
11,771
-750
-6% -$23.6K
VRSK icon
354
Verisk Analytics
VRSK
$25.1B
$391K 0.07%
4,706
– –
AJG icon
355
Arthur J. Gallagher & Co
AJG
$63.6B
$390K 0.07%
6,339
+518
+9% +$30.5K
SJM icon
356
J.M. Smucker
SJM
$12.7B
$389K 0.07%
3,708
+30
+0.8% +$3.43K
IT icon
357
Gartner
IT
$12.4B
$387K 0.07%
3,113
+192
+7% +$23.7K
TDG icon
358
TransDigm Group
TDG
$71.3B
$386K 0.07%
1,508
+13
+0.9% +$3.52K
HES
359
DELISTED
Hess
HES
$385K 0.07%
8,219
+213
+3% +$9.01K
CMA
360
DELISTED
Comerica
CMA
$383K 0.06%
5,019
– –
WP
361
DELISTED
Worldpay, Inc.
WP
$383K 0.06%
5,432
– –
CMS icon
362
CMS Energy
CMS
$22.5B
$382K 0.06%
8,250
– –
ULTA icon
363
Ulta Beauty
ULTA
$23.4B
$381K 0.06%
1,686
+57
+3% +$13.7K
UDR icon
364
UDR
UDR
$12.4B
$379K 0.06%
9,964
+144
+1% +$5.58K
ETR icon
365
Entergy
ETR
$50.8B
$378K 0.06%
9,908
– –
TSS
366
DELISTED
Total System Services, Inc.
TSS
$377K 0.06%
5,750
+83
+1% +$5.37K
HSIC icon
367
Henry Schein
HSIC
$10.2B
$376K 0.06%
5,842
– –
AES icon
368
AES
AES
$10.5B
$374K 0.06%
33,943
+6,591
+24% +$73.5K
IFF icon
369
International Flavors & Fragrances
IFF
$20.7B
$371K 0.06%
2,594
– –
IRM icon
370
Iron Mountain
IRM
$37.3B
$370K 0.06%
9,500
+226
+2% +$8.44K
VNO icon
371
Vornado Realty Trust
VNO
$7.7B
$370K 0.06%
4,808
-959
-17% -$73.2K
CHD icon
372
Church & Dwight Co
CHD
$24.4B
$369K 0.06%
7,606
+96
+1% +$4.87K
CTRA
373
DELISTED
Coterra Energy
CTRA
$368K 0.06%
13,756
+329
+2% +$8.36K
PANW icon
374
Palo Alto Networks
PANW
$299B
$366K 0.06%
15,252
– –
CCK icon
375
Crown Holdings
CCK
$13.2B
$365K 0.06%
6,115
+238
+4% +$14.1K
13 14
15
16 17

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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.